What is the Salesforce Integration?
This integration brings together the InitLive platform and Salesforce’s CRM to create a unified system. When the two systems are connected, they can share the same data and information and maintain consistency, this is also known as ‘data synchronization’.
What data is exchanged in the Integration?
The integration exchanges basic user profile information (tombstone data) between the two systems. The tombstone data includes some (but not all) of the Template Form Question information:
- First Name
- Last Name
- Date of Birth
- Mobile Phone Number
What is the purpose of the Integration?
The purpose of this integration is to eliminate the administrative burden of managing duplicate records across two systems and provide an automated way to keep all data up to date. It increases productivity and reduces manual processing time, allowing businesses and organizations to scale.
How does the data synchronization work?
There are three different ways data can be synchronized between the two platforms.
- InitLive → Salesforce (one-way)
This sync style pushes all of InitLive’s information into Salesforce. When a Change happens in InitLive, Salesforce will be updated. When a data change happens in Salesforce, InitLive will not be updated.
- Salesforce → InitLive (one-way)
This sync style pushes all of Salesforce’s information into InitLive. When a Change happens in Salesforce, InitLive will be updated. When a data change happens in InitLive, Salesforce will not be updated.
- InitLive ← → Salesforce (two-way)
This sync style updates both InitLive and Salesforce. When a Change happens in InitLive, Salesforce will be updated. When a data change happens in Salesforce, InitLive will be updated. A default system must be selected in case both systems get updated at the same time before the sync happens.