Settings - Salesforce.com
You can access these settings in the Settings application under the Integration → Salesforce.com category. In this section, you can configure the Salesforce integration, which synchronizes Xperience contacts with Salesforce leads.
General | |
Organization access | Allows you to authorize access of the Xperience application to your Salesforce organization on behalf of a specific user. See Configuring Salesforce integration for detailed instructions. |
Replication of contacts into Salesforce leads | |
Enabled | Enables or disables synchronization between Xperience contacts and Salesforce leads:
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Keep Salesforce leads updated | If enabled, the replication process includes contacts that have already been replicated before. This ensures that the system updates the corresponding Salesforce leads based on the current contact data. If disabled, contacts are only replicated once. |
Mapping of contacts to Salesforce leads | Allows you to map contact fields to the fields of Salesforce leads. The synchronization process transfers data between contacts and leads according to the mappings. Organization access must be granted in order for this option to be configurable. See Configuring Salesforce integration for detailed instructions. |
Batch size | Applications can only make a limited number of API calls to Salesforce within a 24 hour window. To minimize the number of calls, the replication process handles contacts in batches. Each batch only requires one API call. This setting specifies the maximum number of contacts that the system replicates in a single batch. |
Score | Allows you to select the score that determines which contacts are replicated. The system only replicates contacts that reach a certain value in the given score (specified via the Minimum number of points for replication setting). If you do not choose a score (None), the system replicates all contacts. |
Minimum number of points for replication | Specifies the amount of points that contacts must reach in the score selected through the Score setting. Once a contact reaches this value, the system marks it for replication as a Salesforce lead. |
Lead description | Defines a custom description for replicated contacts. To map the description to a specific field of Salesforce leads, select the Generated lead description source in the field mappings. You can insert the values of contact fields into the description using macro expressions. The default description adds the Last name of the contact that is being replicated: For example, to use the Business phone value instead of the last name, enter the following expression: |
Default company name | All Salesforce leads require a company name value. This setting allows you to specify a default company name, which the replication process uses for contacts who are not associated with any company. The system attempts to retrieve the company name value from sources in Xperience in the following order:
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