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            Add a Salesforce Connector

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            Add a Salesforce Connector

            To sync data from Salesforce with Salesforce Spiff, add a connector. You can set up connectors for up to five Salesforce orgs.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To add a Salesforce connector:

            A Spiff user role with these permissions turned on.

            • Connectors: Edit
            • Data Sources: Sync

            Review these important considerations before you begin.

            • We recommend that you create a data mapping spreadsheet that lists all objects and fields that you plan to sync. See Recommended Data Mapping Prerequisite for Salesforce Spiff.
            • Spiff doesn’t provide an option to delete a connector after you set it up. Make sure that you plan to implement the connector with the correct Salesforce org completely. If you connect to the wrong org, you can swap the connected org later. In some limited cases, you can delete the connector by contacting Salesforce Customer Support.
            • If you plan to export synced data to Data 360, the first Salesforce org that you connect also serves as the outbound Data 360 integration. Set up the Salesforce connector for the org that you plan to sync with Data 360 first. See Data 360 Reporting with Salesforce Spiff. You can’t change which connector you use for Data 360 integration.

            Connect to Salesforce

            1. To avoid accidentally connecting Spiff to the wrong Salesforce org, log out of all Salesforce orgs that you’ve been using in your browser.
            2. From the Admin menu in Spiff, select Connectors.
              The page shows connector cards for all active and available connectors.
            3. Locate the Salesforce card and select Add Connector.
            4. If a login page appears, click Authenticate and enter your credentials in the OAuth flow.
              To connect with Salesforce, your user profile must have admin credentials. We recommend creating a generic profile so that you can authenticate to Salesforce without tying the Salesforce connector to a specific person.
              If you don’t see the Salesforce login, clear your cache.

            After authentication, the connector appears in the Active Connectors section of the Connectors page. An Integration Health card shows the date and time of the last successful Salesforce sync. If the sync fails, the Healthy status changes to a Sync Error status and includes a link to the Sync Logs page. Or, from the Connectors page From the Admin menu, select Sync Logs.

            Map Salesforce Records to Spiff Records

            In the Salesforce Objecting Syncing Setup window, specify how you want to map Salesforce records to Spiff records.

            1. On the connector's card, click Select Objects.
            2. On the Select Objects step, select the Salesforce objects that you want to map in Spiff, and click Next.
            3. On the Map Tables step, select the Spiff object that you want to map to each Salesforce object.
              This action provides a normalized representation for the synced data in Spiff and creates relationships between some records. For example, maybe you map Salesforce opportunities and opportunity products to Spiff deals and deal products. After the sync completes, Spiff creates a relationship between the deal and deal product.
              Important
              Important Only one Salesforce connector can map to the Spiff user object. If you set up another Salesforce connector and try to map to the Spiff user object again, Spiff prevents you from proceeding. Users that you import from Salesforce always have the default Representative role assigned, but you can later update roles manually from the Role Management page. Salesforce connectors don’t support other default roles or any custom roles.
            4. Optionally modify the Spiff display name for the synced object.
            5. Select a start date for the object, which determines how much historical data you sync into Spiff.
              You can select a date up to one year in the past. After you set up the connector, you can modify the Back-Sync Date for an object to a date that’s up to two years in the past. See Options for Salesforce Synced Objects and Fields in Salesforce Spiff.
            6. When you’re done mapping objects, click Next.
            7. On the Advanced Filtering step, optionally specify a SOQL WHERE clause that further filters the specific Salesforce records that you want to sync. See WHERE in SOQL and SOSL Reference.

            See Also

             
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