Migrating from Legacy to NEW Salesforce Integrations: What's Different?

If your VanillaSoft organization was using our Salesforce integration in the past, you will notice many differences, but also similarities. While configuring new Salesforce integrations have not changed that much, what you can configure has been expanded with more options, along with greater flexibility and usability.

Migrating to the new Salesforce integration require you to recreate your integrations from scratch. You should use your current (Legacy) configurations as your guide. It is recommended that you create a Salesforce Sandbox to test how the new integrations work before you start using them with your production Salesforce instance and your real VanillaSoft projects. To learn how to test our new Salesforce Intergrations, check out our Connecting and Testing Salesforce in a Sandbox Environment article.

If you have never integrated Salesforce with VanillaSoft, please contact VanillaSoft Support by calling 866.763.8826 option 2, or by sending an email to support@vanillasoft.com to have the integration feature enabled.

Below is a list of the available options for Salesforce and how the new integrations are different from the old.

Function Legacy NEW Integrations
Test integration in Salesforce Sandbox
Manage credentials and integrations from one location
Extensive Knowledge Base Articles to answer your questions
VanillaSoft-to-Salesforce Integrations
Create multiple integrations per project
Define Action for each integration
Associate Salesforce Campaigns to each integration
Define the Salesforce Object Owner for each integration
Configure Contact Field Mappings
Configure Lead Field Mappings
Configure Opportunity Field Mappings
Configure Account Field Mappings
Define Multiple Secondary Keys for Mapping
Define Default Holding Account
Create Salesforce Task/Event for "Call-Backs"
Create Salesforce Task/Event for "Appointments"
Create Open Task for Retry (no longer required)
Configure Task Mappings
Configure Event Mappings
Enable Call History Export to Salesforce Activity History
Send entire Call History on each trigger
Salesforce-to-VanillaSoft Integrations (VanillaSoft Unite for Salesforce App)
User API Keys
Project API Keys
Create multiple integrations per project
Create Batch Integrations
Create Real Time Integrations
Configure Contact Field Mappings
Configure Lead Field Mappings
Configure Opportunity Field Mappings
Configure Account Field Mappings
Define Multiple Secondary Keys for Mapping
Manage VanillaSoft-to-Salesforce integrations inside Salesforce App

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