SalesForce.com Contact Connector |

|
The SalesForce.com contact connector will let you connect your existing SalesForce.com contact base and use it as a panel inside FeedbackServer. Once connected it will synchronize the information available in your SalesForce account with the local FeedbackServer database.
Its important to note that if you need to synchronize a large set of contacts (50k+) you must make sure that your local FeedbackServer database has enough space available for the synchronized data and for the transaction log of its SQL before synchronizing.
Following SalesForces.com contact attributes are currently available and supported for synchronization :
- salutation
- firstname
- lastname
- email
- title
- department
- birth date
- phone
- home phone
- mobile phone
- other phone
- fax
- mailing street
- city
- country
- state
- postal / zip code
- other mailing street
- other city
- other country
- other state
- other postal / zip code
SalesForce.com Contact Connector Settings
Make sure to ask your SalesForces.com for the correct settings if you have any doubts.
Not all SalesForce subscription allow remote access through web services. Please contact your SalesForces account manager to know if you can connect to your account through the SalesForce web service .
- SF User Name is the user that will be connecting to the salesforce web service.
- SF Password is the password of the user connecting to the web service.
- Entity Attributes let you select which lead attributes to synchronize. Its important to remember that the more attributes we choose the bigger the synchronization will get.
Supported Panel Connector Modes
- Read Allows to synchronize structure and data from contacts inside our Dynamics CRM server
- Update Allows to update existing contacts on the connected Dynamics CRM server
Known Limitations / Issues
The SalesForce Contact Connector has some limitations listed below :
- Defined attributes list only the predefined contact attributes list is currently supported. You may contact us on the procedure to add further attributes for synchronization.
- No Structure changes its not possible to add new contact attributes for synchronizing once the panel has been created