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Setting up an Integration to Salesforce

Setting up an Integration to Salesforce

  1. In SmartConnect navigate to Processes > Integration Processes.
  2. Click Add new.
  3. Setup the Source Tab.

Target Tab

  1. Click on The Target tab.
  2. Set the Target to Salesforce.
  3. Destination – Select a Salesforce Connection.
  4. Organization – Select the target Organization
  5. Entities to Process – Select one (or more) objects to integrate into.
  6. Save Output to file – When selected the data will not be sent to Salesforce but will be output to a file for review.
  7. Disable Parallel Sends – When this box is unchecked, multiple records will be sent to Salesforce at the same time for faster imports.

Integration Tab

  1. Click on the Integration tab.
  2. Target Lines – From the dropdown select the lines that will be mapped.
    • Create <Object> – Will perform an upsert on the object record.
    • Update <Object> – Will only update records. An error will be returned if a record does not exist in Salesforce.
    • Delete <Object> – Will only delete records. An error will be returned if a record does not exist in Salesforce.
  3. For Delete – Cannot be used, use Delete <Object> target line instead.
  4. Update Existing – When selected, records that already exist will be updated with any changes.
  5. Update Blank Data – When selected, data that is blank in the source will update the corresponding records in the destination to blank if the destination record has data.
  6. Source Grouping tab – Select which source(s) to group by and the function for the source.
  7. Target Integration tab – This is where the Source data is mapped to the Target fields.
  8. Additional Columns tab – Additional Transformation of data between source and target.

There are separate articles for each type of Additional Column.

  1. Restriction tab – Define a restriction to filter records that will be sent to target.

There is a separate article for creating restrictions.

  1. Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process.
Target Tab Integration Tab

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