Salsa has developed an API integration between Salsa Engage and Salesforce to provide a best-in-class integration for clients who want to integrate Engage's email marketing and online engagement with their Salesforce CRM database. The integration syncs supporter, activity, and engagement data in a relatively real-time process that doesn't require costly third-party consultations to get started.
Salsa Engage syncs supporters, activity, and engagement data with Salesforce. Salesforce in turn syncs updates made to contacts and other mapped data with Engage. A bidirectional approach allows relevant marketing engagement data to flow into the CRM while providing for easy segmentation and automation to Engage.
A small app is installed in Salesforce that loads in the required objects, triggers, and custom fields that the Engage sync integration will expect. We'll explain this later.
The integration always runs in sequence (Engage > Salesforce, then Salesforce > Engage) to keep data flowing between Salesforce and Engage, sending data from Engage to Salesforce and then sending data from Salesforce to Engage. The timing of the sync application is configurable in the UI.
How to Use This Documentation
Read the entire documentation before you start to install the software. We encourage you to follow the order specified below:
- Setting Up The Sync—this document describes the Salesforce versions compatible with the integration, recommends how Engage admins initially set up the link between your Salesforce and Engage databases, establishes the user permissions necessary to access the connected Salesforce account, describes how Engage admins can install the custom Salesforce app installation that facilitates the sync, and defines certain automated and default aspects of the sync like contact owners, record types, potential duplicate contact matching rules, data mapping, and Salesforce contact exclusion processes.
- List of Data Objects That Sync—this document defines the standard and custom data that the integration syncs between the two systems, categorized by the data object type.
- Field Mapping Options—this document describes how the integration links data between Salesforce Contacts and Engage Supporters for the initial sync and for all subsequent syncs.
- Syncing Supporters and Contacts—this document describes managing when and how the integration creates new Engage supporters or Salesforce contacts or matches with existing contacts, whether to override other Duplicate Rules in Salesforce, discusses processes for Salesforce admins to manage Salsa Engage New Supporter Queue entries, deletions, and contact merges, and provides tips on how to locate synchronized records in Engage and Salesforce.
- Synchronizing Donations and Opportunities—this document describes when and how the integration syncs one-time or recurring Engage donation data to Salesforce Opportunity objects, and how Ticketed Event or Peer-to-Peer registrations, donations, tickets, and purchasers link to the Salesforce Opportunities and Contacts.
- Synchronizing Activities to Campaigns—this document describes when and how the integration syncs fundraising and advocacy activities created in Engage to Campaigns in Salesforce.
- Adjusting The Synchronization—this document describes how Engage admins can adjust the frequency of integration calls to Salesforce.
- Troubleshooting Synchronization Errors—this document defines how the integration logs sync activity and tracks errors in the integration sync.
These workflow diagrams illustrate the integration process for various data moving from Engage to Salesforce and vice versa. Beige boxes indicate the Engage data, blue boxes indicate the Salesforce data, and grey boxes indicate Salesforce Custom Object data. The arrows indicate the direction of information flow from one application to another through the integration.
Supporters to Contacts
One-Time Engage Donations to Salesforce Campaigns, Contacts, and Opportunities
Engage Recurring Donations to Salesforce Campaigns, Contacts, and Opportunities
Engage Advocacy Actions to Salesforce Contacts and Campaigns
Engage Event / Peer-to-Peer Fundraising to Campaigns, Contacts, and Opportunities
Salesforce+Engage Integration Features
Salsa's Salesforce integration contains a number of flexible, configurable options to assist the data transfer:
- Field mapping creates a link between Salsa Engage supporter and donation data and Salesforce contacts and Opportunities, controlled by initial and ongoing data synchronization rule sets.
- Identify the optimal automatic sync frequency schedule.
- Create new Salesforce contacts or potentially match with existing Salesforce contacts from new Engage supporters.
Using Engage as Your Online Marketing Platform with Salesforce
When you integrate Salesforce and Salsa Engage, Salesforce is the CRM of record, and Salsa Engage provides an efficient all-in-one solution for email, online advocacy, and online fundraising. This reduces complexity and replaces various individual tools such as Classy, MailChimp, etc. Data from these online Engage activities sync to Salesforce.
What Salesforce Versions are Supported
The integration works with all of Salesforce’s standard versions and the Nonprofit Success Pack. Again, Salesforce will be the database of record; our objective is to work with existing Salesforce and Nonprofit Success Pack data modeling and functionality—enabling users to easily use built-in Salesforce tools.
What Syncs and How Often Does it Sync
The integration links Engage data points to Salesforce data points through a field mapping interface. The integration queues up a sync to be run at a scheduled time controlled by Salsa Engage settings. Standard Salesforce data fields like Contact demographics, Opportunities, and Campaigns are logically mapped to Engage supporter data points. Custom data points, such as Engage Advocacy and Email Marketing tools, are mapped to custom Salesforce data objects.
Since Salesforce limits the number of API calls that are allowed in a rolling 24-hour period, we provide statistics in a convenient dashboard, on the configuration page, that tracks the number of API calls that have been made. The count is an aggregate total of the connected Salesforce accounts total limit.
Robust Logging and Error Troubleshooting Tools
Engage contains comprehensive sync logging reporting and sync error troubleshooting tools designed to easily determine why supporters don't sync to Salesforce contacts. Detailed error codes define how to resolve those situations easily and effectively.