Salesforce Object Mapping: Configuration

When creating Object Mapping, you must first ensure that you have entered active and valid Salesforce credentials. Once confirmed, you can proceed with setting up your integration.

Note: More details on Actions can be found in our Detailed Action Breakdown for VanillaSoft to Salesforce article.

 

Salesforce Object Mapping: Configuration

  1. Log in to VanillaSoft as an Admin.
    Login.jpg
  2. Select the desired Project.
    Project.jpg
  3. Under Integration, click on Salesforce Integrations.
    Salesforce.png
  4. Click on New Integration to begin the setup.
    newintegration.png
  5. Enter a Name for the configuration.
    integration_name.png
  6. Open the Action drop-down and select the desired option.
    integration_action.png
    • Update Only (Lead or Contact): This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. All mapped fields and objects are updated accordingly if a match is found. If no match is found, it will fail.
    • Update, and create LEAD if no match found: This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. All mapped fields and objects are updated accordingly if a match is found. If no match is found, it will create a new Lead object according to your mapping defined.
    • Update, and create CONTACT if no match found: This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. All mapped fields and objects are updated accordingly if a match is found. If no match is found, it will create a new Contact object according to your mapping. If defined, it will also attempt to match/associate with an Account and update/create an Opportunity.
    • Update and CONVERT LEAD if LEAD match found, and create CONTACT if no match found: This will attempt to match by either Salesforce ID or a secondary key to a Lead or Contact object. If no match is found, it will create a new Contact object according to your mapping. If a Lead object is found to be a match, it will convert the Lead to a Contact and update its fields according to the Contact mapping. If defined in either case, it will also attempt to match/associate with an Account and update/create an Opportunity.
      • Note: When a Lead converts to a Contact, VanillaSoft will attempt to find the correct account as defined by your secondary key for Account objects. If no match is found, it will create a new Account using the mappings defined.
    • Update, and create customer object if no match found: This action will search for a Custom Object, Lead or Contact match. If a match is found, the Custom Object, Lead or Contact is updated. If no match is found, a new Custom Object Item is created.
  7. Click on Select to choose an associated Campaign.
    integration_associate.png
    • A pop-up window will display a list of your Salesforce Campaigns.
      integration_campaign.png
  8. Select the desired Campaign and enter the Email on Error.
    email_on_error.png
    • A notification email will be sent to this address should there be any issues with the integration.
  9. Click on Select to choose a Salesforce Object Owner.
    objectowner.png
    • A pop-up window will display a list of your Salesforce Users.
      integration_user.png
  10. Select the desired User.
    ownerselect.png
  11. Scroll down to Salesforce Custom Object Mapping and check the Salesforce Custom Object box.
    customobject.png
  12. Click on Select to choose a Custom Object.
    objectselect.png
    • A pop-up window will display a list of your Custom Objects.
      integration_custom.png
  13. Select the desired Custom Object.
    customobjectselect.png
  14. When done, click on Save.
    saveconfiguration.png

 

Learn more about Salesforce Object Mapping from the articles below:

Did you find this article helpful?

Related articles