When you first import existing Salesforce accounts into ClientSuccess (next step), be sure to complete the final configuration in that step to have account details and contacts brought over for those accounts. After you've set up a workflow to have new accounts imported into ClientSuccess from Salesforce (step #9, optional), fields and values will be synchronized between the two platforms, as they are changed.

In addition to a few standard fields and values, our integration supports most fields located on the Account Object in Salesforce. These additional fields can be configured to be editable or read-only in ClientSuccess.

**Note: Viewing a client record in ClientSuccess triggers the sync of account details back to Salesforce.


Standard data synchronization

The following fields or values will be synchronized between ClientSuccess and Salesforce automatically. These are the only standard fields that can be synchronized.

  • Assigned CSM
    Salesforce field label: ClientSuccess Assigned CSM
    Salesforce field API name: ClientSuccess__ClientSuccess_Assigned_CSM__c
    Direction: ClientSuccess to Salesforce
  • SuccessScore
    Salesforce field label: ClientSuccess SuccessScore
    Salesforce field API name: ClientSuccess__ClientSuccess_SuccessScore__c
    Direction: ClientSuccess to Salesforce
  • Assigned Sales Rep
    Salesforce field label: Account Owner
    Salesforce field API name: Owner.Name
    Direction: Salesforce to ClientSuccess


Optional data synchronization

As part of our Salesforce integration, most fields on the account object can be synced bi-directionally with exception of the following fields:

  • Multi-select pick-lists
  • Address
  • Phone
  • Complex objects
  • Geolocation
  • Lookup Relationship
  • External Lookup Relationship
  • Text Area (Rich)
  • Text (Encrypted)


Requirements

The following requirements must be met for contacts to be synchronized:


How to enable additional fields


Warning

Clients are uniquely identified in Salesforce by the Salesforce Account ID. This ID is brought into ClientSuccess automatically when they are imported. This ID is used to maintain a pairing between the account in Salesforce and the record in ClientSuccess. If this ID is changed or removed, the real-time sync will fail.


Steps

1. Navigate to the Integrations settings screen in ClientSuccess.

2. Enable additional Salesforce fields that you would like to sync by checking "visible" in the table that follows. You can specify which are editable and the order in which they are displayed. The top five, by order and then alphabetically, are available as columns and filters on the Clients screen.


These additional fields appear in a Salesforce Account module on each client record.

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