How to set up the Salesforce integration
- Contact firstname.lastname@example.org to enable the ability to set up the integration
- Once enabled, navigate to your Organization Settings and select “Integrations”
- Click “Connect to salesforce”
- Enter your Salesforce credentials to authenticates access.
- Once authenticated, click “+ add connection” to begin to map your salesforce objects into Arrows
Connecting Salesforce objects
You will need to add a connection for each Salesforce object you wish to integrate into Arrows. From the setup screen…
Step 1 - Choose which object to sync
- Select the Arrows object you wish to update or upsert (see step 2). “Customers” is the default option today, more Arrows objects coming soon.
- Select the Salesforce object you wish to sync to make the change in Arrows. Standard and custom objects from your Salesforce instance will appear here
- Once you’ve selected your Salesforce object, click “+ Add filter” to determine which records within that object to sync
- Tip: we recommend syncing all of your customers, not your sales leads or other records)
- Use “Create Filter” to select from pre-loaded attributes
- select between “is equal to” or “is not equal to” conditions
- type in a string of words to match (Example: Clean Status → is equal to → “customer”)
- OR, use “Salesforce Query” to type in a manual query
- type in the entire query (Example: “CleanStatus = customer”)
Step 2 - determine the desired action in Arrows if a new salesforce object is being synced
- Choose “yes, create new customer record if one doesn’t exist” if you’d like the sync to create a customer in Arrows
- NOTE: this will require you to use the Arrows “name” attribute in step 3.
- From there, you can determine which data from salesforce to sync over for newly created customers
- Choose “no, only update records that already exist” if you’d like to sync salesforce data to customers who already exist in Arrows without creating new customer records.
- NOTE: This will allow you to pick varying Arrows attributes in step 3, in addition to “name”
Step 3 - determine which attribute to match to customers in Arrows based on data in Salesforce
- Select the Arrows object you’d like to sync data to
- Standard Arrows objects are “name” or “website”
- You can type in the name of custom objects and select “+ create as new field” to create new object fields
- Next, select the Salesforce object you’d like to sync data from
- Select “+ Add another field to sync” to add as many additional customer attributes as applicable
- Lastly, If a customer already exists in Arrows - select the unique field you’d like to use to lookup customers.
- Salesforce Account IDs are often unique and can be leveraged for this lookup
- NOTE: this field will need to be mapped in the setup above in order to select it as a lookup option
Step 4 - determine sync status and historical data backfill options
- Toggle this to “on” if you want the integration to immediately start syncing salesforce data
- Toggle this to “off” if you want to finish the setup WITHOUT syncing data.
- NOTE: Use this option if you need to review the sync before immediately pulling in data
- Select “trigger backfill when setup is finished” if you’d like bring in all current data upon starting your sync
- De-select “trigger backfill when setup is finished” if you’d like to only bring in NEW data moving forward upon starting your sync
- Click “Finish setup” to activate the integration. If steps 1 & 2 are setup for syncing data, this will begin to pull data from Salesforce into Arrows.
Step 5 - once back at the main integration page, you will be able to…
- See exisiting connections
- Disable existing connections
- Pause existing connections (coming soon)
What does the Salesforce integration do today?
You can sync customer data and information from Salesforce into Arrows using this integration.
You can create new customers in Arrows and sync any customer information from your Salesforce objects to those newly created customers. In the future, you will be able to select from additional options.
Can I backfill historical data into Arrows?
Yes, when you set up the initial (and future) connections, you can trigger historical data backfills. This is covered in more detail in the Salesforce Integration Setup tutorial
Where does my customer data I synced appear in Arrows?
If you navigate to the customer dashboard, you can select the “columns” drop-down menu and select the customer attributes you’d like to see.
This will include any custom attributes you created during the integration setup!
You can also see this data when viewing a specific customer within their respective profile view.
Can I pause or disable a connection?
Yes, you can pause any connection and reactivate at a future date. You will need to “backfill” the information during the paused phase to avoid a gap in data.
You can also disable any connection. The authentication and connected syncs will all be lost in this case and will need to be reconfigured if you decide to re-establish the connection.
If I make changes in Arrows, will this update fields in Salesforce?
No, our current integration does not work bi-directionally. This will be an option in the future.
Can I manually edit customer data in Arrows that comes through from the integration?
Yes, you can edit the native Arrows fields (“Name” and “Website” at the moment). However, that data will be over-ridden next time a refresh occurs if the sync is still active.
You can disable a connection completely if you find yourself needing to constantly change the data.
How does this Integration impact my API limits on salesforce?
When you set up your Salesforce integration, you will be granting Arrows access to your to make calls to your Salesforce API.
We will use 1 API call per each connection every 60 seconds. Please contact us if you need that number increased or decreased to meet your needs.
How can I backfill data from Salesforce into Arrows
If you select “Trigger a backfill when setup is finished” in Step 4 of your integration setup, this will bring ALL of your data that matches your connection and filter setup from Step 1.
If you de-select “Trigger a backfill when setup is finished” in Step 4 of your integration setup, this integration will only pull in your data in Salesforce from that point forward.
If you pause a connection after you have turned on the sync, the time between re-starting that connection might also require a backfill to ensure you do not have a gap in data.
If you add new filters in the future, you will also need to determine how to backfill data for those new syncs.
Deleting a record in Salesforce (“hard” or “soft” delete) will not delete data in Arrows.
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