The platform has a built in feature that enables it to integrate and sync data with Salesforce. This allows data to be pulled/pushed across mapped objects between the two systems in a scheduled fashion. Objects include but not limited to:
- Custom entities/objects created in BillingPlatform and Salesforce.
How It Works
Synchronization happens in regular intervals. They can be made as close to real-time as possible by choosing the shortest interval possible (e.g. 5 minutes). While synchronization happens by batch, true real-time transactions can be handled by web service calls whenever real-time processing is critical.
Otherwise, the synchronization tool will allow syncing of records between Salesforce and BillingPlatform in regular intervals.
Salesforce Data Synchronization Interface
When you navigate to Setup > Data Management > Salesforce Data Sync, you will be directed to a list view with different tabs:
|Sync Jobs||Synchronization jobs ini the platform. Each object to object mapping between Salesforce and BillingPlatform will have a sync job created for it.|
|Connections||List of available connection profiles that can be used for the sync jobs. This will also allow you to create a new connection profile. An existing Salesforce account is needed in order to create new connection profiles.|
|History||List of sync job executions. It will show the job execution status (whether successful or not) among other informational data.|