Article Overview
SalesForce is the world's leading Customer Relationship Management (CRM) platform, used by organizations of all sizes to manage sales, marketing, customer service, and business operations. Salesforce provides cloud-based tools for tracking customer interactions, managing leads and opportunities, automating workflows, and gaining insights through powerful analytics and reporting.
Overview
- SalesForce+ integrates SalesRabbit+ with Salesforce CRM, enabling seamless bidirectional data synchronization between field sales activities and your CRM system. This ensures your field teams and office staff always work with the same up-to-date information.
What Does This Integration Do?
- Real-time synchronization of leads and contacts between platforms.
- Automatic opportunity creation from field interactions.
- Custom field mapping for both standard and custom SalesForce objects.
- File and attachment synchronization.
- Configure sync direction (push, pull, or bidirectional)
Pre-Requisites
You will need to have one of the following editions of SalesForce in order to have the proper API access:
-
Active SalesForce account with API access enabled.
- For more information on API access within SalesForce, follow THIS LINK.
- SalesRabbit+ subscription with integration features enabled.
- System administrator permissions in both SalesForce and SalesRabbit+ (required to created connected apps and manage API access).
- Understanding of your SalesForce data model (object relationships, custom fields, validation rules).
Important Limitations
- SalesForce API rate limits apply and should be monitored
- Organizations should monitor API usage to avoid hitting daily limits.
- Custom object syncing requires additional configuration and may need technical support.
- Large file attachments (>2GB) cannot be synced due to SalesForce file size limitations.
- Note: Larger file attachments via API can timeout, best practice would be to keep them closer to 25MB.
- Some SalesForce validation rules may prevent records from syncing - these need to be reviewed during setup.
- Real-time sync depends on webhook availability (fallback polling occurs every 5 minutes).
- Multi-currency features require additional configuration.
- The integration architecture support bidirectional sync (push/pull/both), but the current production implementation is PUSH-ONLY (SalesRabbit -> SalesForce) with ID writeback for record linking. Future releases may enable pull functionality for field values and statuses.
Setup This Integration
- Users can set up this integration from the SalesRabbit+ Web App.
- Navigate to "Integrations" -> "MarketPlace" -> navigate to "All Integrations" -> click "Add Instance" under the SalesForce tile.
- Further set up instructions can be found in the Marketplace Configuration Wizard.
Set up this integration!
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