{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","results":{"codes":[]},"settings":"","params":[]},"next":{"description":"","pages":[]},"title":"Salesforce Sync","type":"basic","slug":"salesforce-sync","excerpt":"","body":"Many companies need to maintain all customer data in one place. With our Salesforce integration you'll be able to automatically keep Salesforce up to date with customers and messages from Sonar.\n\n##Instructions\nFollow the below instructions to authorize Sonar to sync to your Salesforce account. The below authorization just needs to be setup once. \n[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Note\",\n  \"body\": \"Check your [Salesforce API requests limits](https://developer.salesforce.com/docs/atlas.en-us.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_api.htm) to ensure that you have a sufficient amount of API requests to perform the sync. This is based on the number of messages that you would like to sync over to Salesforce. Each message will be considered as one API request.\"\n}\n[/block]\n  1. Go to Sonar API Salesforce page.\n  2. Log into your Salesforce account.\n  3. On the Allow Access Screen, review and click on **Allow**. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/3cdf7e7-sf_allowaccess.png\",\n        \"sf_allowaccess.png\",\n        1818,\n        2386,\n        \"#f3f3fb\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n4. Once authorized, we will perform an initial sync. See below for details. \n5. Log into Sonar, go to the Menu bar, and under Settings, click on **Salesforce Integration**. \n\n##Data Syncing\nAll Sonar contacts will be matched by **phone numbers** with Salesforce contacts. For each match, it will sync all messages from Sonar, segmented by day, as activities within the contact in Salesforce. If a contact exists in Sonar, but does not exist in Salesforce, you can select how you would like to sync your data, we can either:\n\n* Create one “account” in Salesforce for all “contacts’ we export\n * This means that we will sync all messages from Sonar within one account and not separate them by contacts.\n* Create an account in Salesforce for each contact we export\n * This will sync all messages from Sonar to the new matching contact in Salesforce. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/aa52a03-sonar_sf.png\",\n        \"sonar_sf.png\",\n        1160,\n        504,\n        \"#565656\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\nAfter the initial sync, we will sync all Sonar messages (outbound and inbound) to Salesforce into the contact’s activities on a daily basis, at 3 A.M. PST. The Sonar messages will appear in the Open Activities section for each account. A single task will contain one day’s worth of inbound/outbound messaging.\n\n##Close to Sync Conversations\nTo sync conversations back to SFDC the rep MUST click on the ‘Close’ button within Sonar. This sends a trigger to sync the conversation back to SFDC objects (Opportunity, Lead, Contact).\n\nWe have the ability to setup some automation to auto close conversations as well.  This is done for some teams because sometimes the reps get busy and forget to close out their SMS threads in Sonar.\n\nSimple information we need to setup this auto close functionality is a time frame to set that basically states how long after inactivity with a conversation do you want us to close.\n\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"“If there have been no sent or received messages in a given thread conversation after 2 hours, auto close the conversation and sync the history back to SFDC”.\",\n  \"title\": \"Close Automation Example\"\n}\n[/block]","updates":[],"order":3,"isReference":false,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"57e5a5056dec2419008de642","category":{"sync":{"isSync":false,"url":""},"pages":[],"title":"Integrations","slug":"slack-integration","order":6,"from_sync":false,"reference":false,"_id":"57969e3dfa1ff60e006a1274","project":"55208137623ff50d009b2bec","version":"55208137623ff50d009b2bef","__v":0,"createdAt":"2016-07-25T23:18:21.457Z"},"user":"579145f1180e233400f70ef0","version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":true,"is_hidden":false,"is_deprecated":false,"categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"_id":"55208137623ff50d009b2bef","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","__v":15,"project":"55208137623ff50d009b2bec"},"__v":1,"project":"55208137623ff50d009b2bec","githubsync":"","parentDoc":null,"createdAt":"2016-09-23T21:56:21.249Z"}
Many companies need to maintain all customer data in one place. With our Salesforce integration you'll be able to automatically keep Salesforce up to date with customers and messages from Sonar. ##Instructions Follow the below instructions to authorize Sonar to sync to your Salesforce account. The below authorization just needs to be setup once. [block:callout] { "type": "info", "title": "Note", "body": "Check your [Salesforce API requests limits](https://developer.salesforce.com/docs/atlas.en-us.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_api.htm) to ensure that you have a sufficient amount of API requests to perform the sync. This is based on the number of messages that you would like to sync over to Salesforce. Each message will be considered as one API request." } [/block] 1. Go to Sonar API Salesforce page. 2. Log into your Salesforce account. 3. On the Allow Access Screen, review and click on **Allow**. [block:image] { "images": [ { "image": [ "https://files.readme.io/3cdf7e7-sf_allowaccess.png", "sf_allowaccess.png", 1818, 2386, "#f3f3fb" ], "border": true } ] } [/block] 4. Once authorized, we will perform an initial sync. See below for details. 5. Log into Sonar, go to the Menu bar, and under Settings, click on **Salesforce Integration**. ##Data Syncing All Sonar contacts will be matched by **phone numbers** with Salesforce contacts. For each match, it will sync all messages from Sonar, segmented by day, as activities within the contact in Salesforce. If a contact exists in Sonar, but does not exist in Salesforce, you can select how you would like to sync your data, we can either: * Create one “account” in Salesforce for all “contacts’ we export * This means that we will sync all messages from Sonar within one account and not separate them by contacts. * Create an account in Salesforce for each contact we export * This will sync all messages from Sonar to the new matching contact in Salesforce. [block:image] { "images": [ { "image": [ "https://files.readme.io/aa52a03-sonar_sf.png", "sonar_sf.png", 1160, 504, "#565656" ], "border": true } ] } [/block] After the initial sync, we will sync all Sonar messages (outbound and inbound) to Salesforce into the contact’s activities on a daily basis, at 3 A.M. PST. The Sonar messages will appear in the Open Activities section for each account. A single task will contain one day’s worth of inbound/outbound messaging. ##Close to Sync Conversations To sync conversations back to SFDC the rep MUST click on the ‘Close’ button within Sonar. This sends a trigger to sync the conversation back to SFDC objects (Opportunity, Lead, Contact). We have the ability to setup some automation to auto close conversations as well. This is done for some teams because sometimes the reps get busy and forget to close out their SMS threads in Sonar. Simple information we need to setup this auto close functionality is a time frame to set that basically states how long after inactivity with a conversation do you want us to close. [block:callout] { "type": "info", "body": "“If there have been no sent or received messages in a given thread conversation after 2 hours, auto close the conversation and sync the history back to SFDC”.", "title": "Close Automation Example" } [/block]