Salesforce

GoodFit supports native integration with Salesforce. This guide will outline the steps to take in order to fully set it up as well as best practices.

Overview

Account & Contacts

Salesforce connector supports both syncing into Accounts & Contacts. Syncing contacts as leads is currently not supported. The reason behind only syncing to Accounts & Contacts is based on the fact that the majority of the GoodFit data sits on the Accounts. As the Lead object doesn't support linking to an Account by default a big proportion of the GoodFit data wouldn't be available in your Salesforce instance.

Deduplication

When the Account is synced for the first time, the connector will lookup whether a matching Account already exists.

The matching is always done on root domain. If you have a full URL in your field we will clean it up to the root domain (i.e. https://www.test.com/app -> test.com) and do match exactly on the root domain.

The connector is only using the first field mapped to domain property for the lookup.

If there's two fields mapped (for example Website and Domain) it will only use Website for the finding the matches. When setting up sync for the first time please ensure that you map the most populated property first to ensure the highest match rate.

Sync Modes Settings

By default GoodFit syncs all the records available in the platform to the CRM, however this is fully controllable by the user. These modes can be configured from the settings → connectors screen.

Auto-sync settings: You can control which companies get synced to your CRM and when:

• Manual sync: You can choose to manually sync all or a filtered subset of Account and Contacts records to your CRM.

• Auto-sync records: Account and Contact records will automatically be synced to your CRM when they are updated in your dataset.

  • Additionally, for auto-sync, you can decide to sync all companies in your dataset or limit to only sync companies in certain segments automatically.

Companies sync mode: When syncing Account records from GoodFit to your CRM, the following modes are available:

• Account Create & Update (default) - all synced records will be updated in your CRM or created if they don't already exist

• Accounts Update Only - we will only sync to accounts that already exist in your CRM. We will not create any new accounts.

Contacts sync mode: You can also control how contacts found via persona search are synced to your CRM:

• Contacts Create & Update - we will update existing or create new contacts if they dont exist based on email. If we don't find a matching contact (based on email) we will create a new one and associate it with the parent Account.

• Contacts Update Only - we will only sync to contacts that already exist (matched on email). We will not create any new contacts.

• Contacts Disabled - we will not sync any contact data ever.

Salesforce Configuration

To enable full sync, first you will need to create Salesforce all fields available in GoodFit app. We recommend creating all the fields and keeping a static naming convention like {Field Name} (GoodFit). You can find all fields available in your Data Directory under Field Definitions.

We're currently experimenting with a mechanism to create all the required fields and mappings automatically (to save you time as usually there's tens of fields to be created). Please speak to GoodFit team if you're integrating for the first time and we will be able to help you speed up this process.

Salesforce Authentication

You can find the Connector config in the Settings > Connectors section under the Cog icon on the right hand side.

The integration allows you to connect to both Sandbox and Production environment. Once the environment is selected, you will be redirected to the Salesforce authentication screen. When you complete all the steps you will be redirected back to the GoodFit up and your Salesforce instance will be connected.

Mappings

Field mappings are available in Data Directory section of the app. To enable mapping mode, first you need to toggle Edit mappings. Here's a quick video of how Field Mapping works:

Update Strategies

For every mapped field you can define an Update Strategy. There's currently two options:

• Override - GoodFit will always override this field with the latest value. This options should be used if GoodFit is the only source of that data.

• Update if empty - GoodFit will only update this field if the value is currently empty. This option should be used if this field is often updated manually. By default, GoodFit will set Name & Website fields to "update if empty".

Mapping Multiple Fields

GoodFit supports mapping multiple Salesforce fields to a single GoodFit field. We recommend using this functionality if you've mapped a field with Update if empty option selected. That way we can ensure that the most recent data is always available in Salesforce.

Syncing Data

In order to schedule the initial sync of the data you need to navigate back to the Companies page and click Sync > Salesforce button as shown below. It is recommended to first sync a couple Companies as a test. This can be achieved by filtering down the list (set up Filter + Click search).

Connector Logs

To monitor progress of your sync jobs and review whether there's been any integration errors you can use Connector Logs page.