- In SmartConnect navigate to Processes > Integration Processes.
- Click Add new.
- Setup the Source Tab.
Target Tab
- Click on The Target tab.
- Set the Target to Salesforce.
- Destination – Select a Salesforce Connection.
- Organization – Select the target Organization
- Entities to Process – Select one (or more) objects to integrate into.
- Save Output to file – When selected the data will not be sent to Salesforce but will be output to a file for review.
- Disable Parallel Sends – When this box is unchecked, multiple records will be sent to Salesforce at the same time for faster imports.
Integration Tab
- Click on the Integration tab.
- 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.
- For Delete – Cannot be used, use Delete <Object> target line instead.
- Update Existing – When selected, records that already exist will be updated with any changes.
- 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.
- Source Grouping tab – Select which source(s) to group by and the function for the source.
- Target Integration tab – This is where the Source data is mapped to the Target fields.
- Additional Columns tab – Additional Transformation of data between source and target.
- Restriction tab – Define a restriction to filter records that will be sent to target.
- Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process.