Salesforce Integration |
Salesforce Integration Definitions: Fuzzy Look Up – Is when a record is sent over to Salesforce, it does a look up on the following: -OR-
-OR-
Lookup Only – when a field is marked as “For Look up Only” and a record is sent to Salesforce, it will skip the Fuzzy look up above and only use this field to lookup and see if a record exists. (Note – this field will not get update in Salesforce because it is meant to be static and exist in both systems.
Insert – will populate only new records
Update – will populate new records & overwrite existing records with the most recent data.
Unmapped Fields – if no updates should occur at all the field should not be mapped. GradLeaders Configuration: School > Settings > Salesforce Settings:
Salesforce Username – this fields needs to come from the school Salesforce Password – this field needs to come from the school. The password with security token should be provided. (Note: Security token from SF is sent by email when requested. Path> Development>My Personal Information>Reset my Security Token) Data Modification – select what the school wants:
Attach default resumes to Profiles in Salesforce – this field is only used when sending candidate data to Salesforce. Salesforce Create Profile in Program: A new PID should be added for Salesforce Candidate Pull. This Salesforce PID should be selected in this DDL Agent Import Companies From Salesforce: select enable if you want Company data to flow from salesforce into GradLeaders Career Center Agent Import Recruiters From Salesforce: select enable if you want Recruiter data to flow from salesforce into GradLeaders Career Center Agent Import Profiles From Salesforce: select enable if you want Candidate data to flow from salesforce into GradLeaders Career Center Agent Export Companies To Salesforce: select enable if you want Company data to flow from GradLeaders Career Center to Salesforce Agent Export Recruiters To Salesforce: select enable if you want Recruiter data to flow from GradLeaders Career Center to Salesforce Agent Export Profiles To Salesforce: select enable if you want Candidate data to flow from GradLeaders Career Center to Salesforce
Control > School Tab > Salesforce Mappings > Questions Mapping:
Set up your Entity Types:
Click on Each Entity Type and start mapping the fields where you want data to flow to or from GradLeaders Career Center. Mapping Each Question:
Mapping Each Answer if list question:
Mapping Required Questions: Control> School Tab > Salesforce Mappings > Salesforce Required Questions:
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Posted by: Eddie Thomas - Apr 25, 2016 at 11:08 AM. This article has been viewed 5300 times. |
Online URL: http://kbint.gradleaders.com/article.php?id=2149 |