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Configuring Salesforce Entity Data Sync Integrations

You can create native integrations for sending Accounts, Contracts, Prepayments/Commitments, or Balances data into your Salesforce system. An entity data sync integration allows you to send the operational data held in your m3ter Organization for these entities. You can then use this data for setting up Reports or for supporting other business management tools in your external system.

This topic explains how to set up entity data sync integrations using the example of an Accounts entity data sync integration for Salesforce:

• First, create the integration.

• Second, set up authentication for the integration to connect with your external system.

Creating the Integration

You can quickly set up a native entity data sync integration from the Configurations page in the Console. You must complete two stages of configuration when setting up an entity data sync integration:

• Global Configuration

• External System Configuration

Global Configuration

You can use Global configuration settings to define which Accounts you want the operational data for the selected entity to be included when the integration runs.

To complete Global configuration for a Salesforce entity data sync integration:

1. Select Integrations:

The Configurations page opens in Grid view.

2. Under Salesforce, select select Configure new integration>Integrate accounts with Salesforce:

The Create page opens and the Entity type - Account and External system - Salesforce are shown at the top of the page.

3. Use the Global configuration panel to:

• Enter a Name for the Integration. This is required and is useful if you intend to create multiple Integrations for the same External system/Entity Type and need to clearly differentiate them.

• Select the Accounts you want the integration to apply to:

  • Account ids. Select the Accounts you want to include - all selected Accounts are treated as allowed for the integration.

  • Restricted account ids. Select the Accounts you want to exclude - all selected Accounts are treated as disallowed for the integration.

• Select Users for Email notifications if disabled:

  • Integration disabled notification users. Select Organization Users you want to receive an Email notification if the integration is automatically disabled.

• In this example, the Accounts entity data sync integration will include data for all Accounts in the Organization because both Accounts ids and Restricted account ids settings are empty.

• You can now move on to complete External system configuration.

External System Configuration

You can use the external system settings to define the location in your Salesforce Org where the selected entity's data will be synced to and to specify any entity Custom Fields you want to be included in the integration.

To complete External system configuration for a Salesforce entity data sync integration:

1. When you have completed the Global configuration, on the External system configuration panel enter:

• Namespace. This is a required setting for a Salesforce entity data sync integration. Use it to specify the correct location in your Salesforce Org where the entity data will be synced to. Three options:

  • Custom Objects. If you don't have the m3ter Connector managed package installed.

  • m3ter Connector. If you have the m3ter Connector managed package installed. Default.

  • m3ter Connector (Testing). If you have the m3ter Connector managed package installed as a test install.

• Custom field mappings. If you want custom fields data to be included when the entity data sync integration runs, add mappings for those custom fields set up for the entity in your Organization to Salesforce fields.

• In this example, a single Account custom field mapping has been set up for the integration.

2. Select Create integration. You are taken to the Integration details page for the Account - Salesforce integration, where you can immediately complete the configuration by setting up authentication to allow the integration to connect with your Salesforce system - see the following Setting Up Authentication section for details:

• Note that if you are not ready to continue your workflow immediately and set up authentication, you can do this at a later time.

Setting up Authentication for the Integration

When you've created an entity data sync integration, you can select an Integration Credential you've created for authentication allowing the integration to connect with your external system:

• Note that if you've followed the workflow given in the earlier section for creating the integration, on creation you'll be taken directly to the Integration Details page to continue and immediately set up authentication. The procedure described in this section assumes you've returned at a later date to set up authentication for the integration - the main steps you need to follow if you're setting up authentication immediately after creation are the same.

To set up authentication for your m3ter - entity data sync integration:

1. Select Configurations. The Configurations page opens in Grid view.

2. On the relevant external system listing, select the NAME hotlink text of the integration you want to set up authentication for. The Integration details page opens:

• Notes:

  • A warning is shown that the integration is not yet connected to your external system - in this example Salesforce.

  • The ID of the integration configuration is shown at the bottom of the Details card, and you can copy the ID directly to your clipboard.

3. Select Add credential. A Select one credential modal appears.

4. Select a Credential you created earlier and want to use to authenticate the integration with your external system.

5. Select Confirm. The modal closes and on Integrations details the integration now shows as CONNECTED:

• If at any time you want to disconnect the integration, select Disconnect.

• If you want to use a different Credential for connecting the integration, select Update credential. The Select one credential modal appears and you can select a different Credential.

Reviewing Entity Data in Salesforce

When the entity data sync integration has run, you can go into your Salesforce Org to review the entity data. For the current example when an Accounts entity data sync has run, you can review the Accounts entity and check that all m3ter Accounts have been synced:

You can then drill into a specific Account and check details:

Next: Managing Multiple Third Party Destinations for Integrations

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