About the Integration
This integration lets you manage Client and Contact data between ClientSuccess and your CRM system. It focuses on mapping fields between systems, giving you control over which records sync and the sync direction.
Prerequisites
To integrate external systems with ClientSuccess, ensure that:
You Authenticate Salesforce to ClientSuccess using a log-in with admin-level permissions
Your Salesforce instance supports API and connected apps (These are Included with SFDC Enterprise edition or higher; you can also purchase API Access a la carte from SFDC)
The admin user account is properly authorized in the external system to self-authorize connected apps
Recommendation (not required): Use a log-in used specifically for integrations (i.e. an "API User" or "Operations User")
Features and Functionality
The integration provides the following functionality:
Sync criteria
ClientSuccess uses an Import Filter to specify which customer and contact records to import.
Example: sync customers if their "Account Status = Customer" in Salesforce
Field Mapping
Map Salesforce "Account" to ClientSuccess "Clients."
Map Salesforce "Contact" to ClientSuccess "Contacts."
Control sync direction (pull or push) for Client and Contact data separately.
Configure specific fields to sync one-way (pull) or two-way (pull and push)
Sync frequency
Set how often ClientSuccess pulls data from Salesforce. (More frequent pulls use more Salesforce API calls.)
Changes made in ClientSuccess are pushed instantly to Salesforce (no scheduling needed).
Configuring Salesforce Account Pull
Go to "Global Settings > Integrations (New) > Salesforce > Recipes > 1 - SF | REC | CUSTOMER | SF->CS Pull [V3]".
Click "Edit" Recipe
Click "Refresh" in top right corner
Step 1: Select Fields and Set Sync Filter
Set Trigger Poll Interval to 1 hour.
Set Object to “Account.”
If you want to use a different Salesforce object, contact your CSM or Support.Add any extra Salesforce Fields to Retrieve for import into ClientSuccess.
Enter your Sync Filter in the "SOQL Where Clause" section.
(Typically, something like:Sync_w_ClientSuccess = "true". Use SOQL specific to your Salesforce instance.)For “When first started, this recipe should pick up events from,” enter the earliest modified date for the records you wish to import.
Step 3: Field Mappings
Here is where you can drag-and-drop the Salesforce fields from step 1 to map them to the ClientSuccess fields.
To map a field: Click the desired ClientSuccess field on the right-hand side, then select and drag the Salesforce field from the “Recipe Data” pop-up "New/Updated Accounts" step and drag it to the desired ClientSuccess field
If the ClientSuccess field you want to map is not visible, select the "Optional Fields Available" at the bottom
If you have Account Teaming roles (ClientSuccess: Global Settings > Account Team Roles)
Use the Account Teaming section to match your ClientSuccess roles.
Set Assignee External (CRM) ID to the Salesforce field with the 18-digit user ID.
Learn more in the Association Mapping and User Reference article.
Save your changes.
We recommend reviewing your configuration with your CSM or Support before proceeding.Do not make any other changes to this recipe besides the ones listed above.
Start the recipe.
Congratulations! You are now syncing data between Salesforce and ClientSuccess.
Configuring Salesforce Contact Pull
Please follow the same steps above using the "3 - SF | REC | CONTACT | SF->CS Pull [V3]" recipe
***If you are an existing customer and are configuring a Salesforce sync for the first time, please reach out to Support to discuss additional steps required in addition to what's listed above***