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 Real Time or Batch integrations inside Salesforce.
- Real Time integrations send data to VanillaSoft based on triggers you define. Triggers can be identified in Lead, Contact and Opportunity objects. Once a trigger is "fired" the data gets sent to VanillaSoft immediately.
- Batch integrations will send data to VanillaSoft on-demand. The data sent is tied to a Salesforce Campaign.
- You can map Salesforce fields to VanillaSoft fields.
- And ... you can manage your VanillaSoft to Salesforce integrations inside Salesforce.
How does this all work?
How do I create an 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