Salesforce Integration

Overview

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:

  1. Accounts
  2. Opportunities
  3. Contracts
  4. 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:

Tab Description
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.

How Tos

Have more questions? Submit a request

Comments

Powered by Zendesk