Salesforce Sync - using Key's and ID's to verify data

Verifying the Salesforce integration is working as expected is vital for ensuring a healthy, fully functional integration between Membrain and Salesforce.

To help with troubleshooting sync queries and verifying data syncing, it is possible to add Unique ID's from Membrains to the corresponding item in Salesforce AND/OR add Salesforce Unique ID's to the corresponding items in Membrain.

Items available for one-way Id syncing

Setup - Opportunity/Sales Project Id sync

This functionality is added to the Salesforce Integration settings, as described below.

Sync Membrain's Sales Project Key from Membrain to Salesforce Opportunity

• In order to sync the Membrain Key from Sales Projects into SalesForce, you must create a field in SalesForce Opportunity called “Membrain Key”
• The field must be a Text Field and must be spelled exactly as "Membrain Key" in order to sync successfully
• Once the field created in Salesforce, the integration will recognize the field name and map it automatically to the Membrain Key field.
• Go to System, Integrations, Salesforce, Fields to Sync and search in the Opportunity section for Membrain Key. to confirm that the fields are mapped correctly and showing as green on both sides.

Sync Salesforce Opp ID from Salesforce to Membrain

• In order to sync the Salesforce Opportunity Id from an opportunity to Membrain, a field must exist in Membrain to house this information.
• This field can be created easily via the Integration configuration area with a few clicks
• Go to System, Integrations, Salesforce, Fields to Sync, and search in the Opportunity section for Salesforce Id.
• You will see the field and an option to the right to Create in Membrain.
• Clicking here will create the required field in Membrain and automatically map these fields to sync data from Salesforce to Membrain
  

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Setup - Account Id and Contact Id sync

The same principles apply for both Account Id and Contact Id syncing. The main difference being this sync is only possible from Salesforce to Membrain.

Sync Salesforce Account Id from Salesforce to Membrain

• In order to sync the Salesforce Account Id from an Account to Membrains Company Page, a field must exist in Membrain to house this information.
• This field can be created easily via the Integration configuration area with a few clicks
• Go to System, Integrations, Salesforce, Properties, and search in the Account section for Salesforce Id.
• You will see the field and an option to the right to Create in Membrain.
• Clicking here will create the required field in Membrain and automatically map these fields to sync data from Salesforce to Membrain

Sync Salesforce Contact Id from Salesforce to Membrain

• In order to sync the Salesforce Contact Id from a Contact to Membrains Contact page, a field must exist in Membrain to house this information.
• This field can be created easily via the Integration configuration area with a few clicks
• Go to System, Integrations, Salesforce, Properties, and search in the Contact section for Salesforce Id.
• You will see the field and an option to the right to Create in Membrain.
• Clicking here will create the required field in Membrain and automatically map these fields to sync data from Salesforce to Membrain