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What is the Salesforce Integration?
This integration brings together the Bloomerang Volunteer 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 out of the box, with the option to sync Custom Data (Tags, Custom Question) if desired. The tombstone data includes some (but not all) of the Template Form Question information:
- First Name
- Last Name
- Date of Birth
- Mobile Phone Number
- Address
- Hours Worked
- First/Last Volunteer Date
- Tags (configuration required)
- Custom Questions (configuration required)
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.
- Bloomerang Volunteer → Salesforce (one-way)
This sync style pushes all of Bloomerang Volunteer’s information into Salesforce. When a Change happens in Bloomerang Volunteer, Salesforce will be updated. When a data change happens in Salesforce, Bloomerang Volunteer will not be updated.
- Salesforce → Bloomerang Volunteer (one-way)
This sync style pushes all of Salesforce’s information into Bloomerang Volunteer. When a Change happens in Salesforce, Bloomerang Volunteer will be updated. When a data change happens in Bloomerang Volunteer, Salesforce will not be updated.
- Bloomerang Volunteer ← → Salesforce (two-way)
This sync style updates both Bloomerang Volunteer and Salesforce. When a Change happens in Bloomerang Volunteer, Salesforce will be updated. When a data change happens in Salesforce, Bloomerang Volunteer will be updated. A default system must be selected in case both systems get updated at the same time before the sync happens.