Connecting your Incenteev platform with Salesforce allows you to automatically read the data.
To learn more about SalesForce integration with Incenteev, check out this article: How to integrate Salesforce with Incenteev ?
Incenteev offers 3 kinds of integration with Salesforce:
1. The basic data integration: Create dataset updates based on SalesForce objects using Salesforce webhooks.
2. The advanced data integration: Create dataset updates based on SalesForce objects using reports and SOQL queries.
3. Synchronise users IDs on SalesForce with users accounts on Incenteev: Add Salesforce IDs to your Incenteev users accounts.
Prerequisites to connect Incenteev to Salesforce:
You must allow Salesforce Integration: Go to “Organization Administration" and click on "Edit organization". Then tick "Allow Salesforce Integration"
You must have a System Administrator license on SalesForce: You must have access to SalesForce and, more precisely, a System Administrator license.
Connect Incenteev with Salesforce:
Step 1: Connect SalesForce account to Incenteev account
Go to “Organisation Administration" and click on "Manage Salesforce Accounts”
Click on the button “Allow the connection to SalesForce” You will be redirected to your Salesforce application. From there, you can allow Incenteev to read the data. You can also decide to set specific permissions at the Object level.
Once done, you will be redirected to your Incenteev platform . The integration will be established in a couple of minutes.
NB : you can test the connection with the sandbox mode of Salesforce (see below the button “Allow the connection to SalesForce”)
Step 2: Synchronize users IDs on SalesForce with users IDs on Incenteev
In order to match the data to the correct user ID, especially in the case of automatic simple integration with SalesForce, we recommend synchronizing the user IDs on SalesForce and Incenteev.
In the case of advanced integration with SalesForce, using the SOQL queries you may skip this step if you decide to match directly the user emails in SalesForce with user emails on Incenteev in your queries.
First of all, check that your users' email addresses are the same on Salesforce and on Incenteev.
Then, in “Organization Administration", click on "Manage users” and on the button “Synchronize SalesForce IDs” symbolized by two arrows.
As an admin, you will receive an email with the status of the synchronization. This way you will be informed for which users the synchronization failed because email addresses were not matching. In this case, you can either change the user email address on Incenteev or on SalesForce.
Only click on the button when you change emails in SalesForce, otherwise we sync automatically on the Incenteev side.
Congratulations, you have connected SalesForce to Incenteev !
You can now update your data via the Salesforce integration (How do I update data via the Salesforce integration?)