Salesforce to VanillaSoft Integrations Overview

If you would like to send data from Salesforce to VanillaSoft, you need to install our free VanillaSoft Unite app found in the Salesforce AppExchange. With this app installed inside Salesforce, you can:

• Create Multiple Integrations: Set up Real Time or Batch integrations directly inside Salesforce.

• Real Time Integrations: Send data to VanillaSoft based on defined triggers. Triggers can be identified in Lead, Contact, and Opportunity objects. Once a trigger is activated, the data is sent to VanillaSoft immediately.

• Batch Integrations: Send data to VanillaSoft on-demand. The data sent is tied to a Salesforce Campaign.

• Field Mapping: Map Salesforce fields to VanillaSoft fields to ensure accurate data transfer.

• Integration Management: Manage your VanillaSoft to Salesforce integrations directly within Salesforce.

How does this all work?

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Additional Resources for Salesforce to VanillaSoft Integration

• How to Set or Reset your Salesforce Security Token
• Create VanillaSoft Project and/or User API Integration Key
• Enter Salesforce Credentials and Define App Options
• Create and Trigger a Salesforce to VanillaSoft Real Time Integration
• Create and Execute a Salesforce to VanillaSoft Batch Integration
• Create and Update VanillaSoft Integrations inside Salesforce App

For a full list of Salesforce Integrations articles, please visit the Salesforce Integrations - Table of Contents.