Manage Salesforce - Successfulchannels

Introduction

Manage Salesforce module allows an admin user to create a connection between Salesforce and Successful Channels application to pull out filtered data from salesforce standard objects to the Successful Channels application.

Features/Components

Three main features can be managed by the admin user given as follows:

Salesforce Login
Salesforce Sync
Salesforce Diagnostic Report
Salesforce Filter

1.2 Salesforce Login

Salesforce Login
What	The Salesforce Login feature allows an admin user to create a connection between the Salesforce and Successful Channels application.
How	How to create a connection between Salesforce and Successful Channels application: In the left navigation, click on Manage Salesforce>Salesforce Login. Enter the Salesforce username in the given textbox. Enter the Salesforce account password. Enter the Salesforce security token in the third textbox. Admin user can get this security token from the Salesforce Account Setting. Select the Salesforce Environment from the dropdown list. It is of three types: Sandbox, Production, and Developer. Click on the Save button for creating the connection. Click on the Cancel button for cancelling the connection. Note: All the required fields are mandatory to create a connection between the Salesforce account and the Successful Channels application.

1.3 Salesforce Sync

Salesforce Sync
What	This feature shows the different levels of sync to pull out the data from salesforce client objects to the Successful Channels application. Level 1 Sync- Data moving from Salesforce Client Objects to SC Custom Objects. Level 2 Sync- Data moving from SC Custom objects to Successful Channels application.
How	In the left navigation, click on Manage Salesforce>Salesforce Sync. Click on the Manual Sync button to run the comprehensive sync. It will update all the records from the SC Custom objects to the SC application.

1.4 Salesforce Diagnostic Report

Salesforce Diagnostic Report

What

Salesforce diagnostic report shows the numbers of records synced from SC Custom Objects to Successful Channels application for every SC object.

How

In the left navigation, click on Manage Salesforce>Salesforce Diagnostic Report.
In the Total Updated Synced Records row, it shows the numbers of most recently updated records (belonging object) that were already existing in the SC application.
In the Newly Added Records row, it shows the numbers of most recently added records for the belonging object.
In the Error Message(Records not synced) row, it shows the numbers of records that did not add or updated due to any insufficient details.

Why does an error occur?

Here are the possible reasons behind the occurrence of an error in the records syncing for every object.

For Partners Accounts

Partner Name
Partner Salesforce ID
Country
State
Postal Code

For Partners Contacts

Partner Salesforce ID
Contact ID
First Name
Last Name

For Actual Pipeline

Deal ID
Estimated Close Date
Amount
Pipeline Level
Partner Salesforce ID
Date of Deal
Opportunity Type
Record Type

For Actual Sales

Partner Salesforce ID
Pipeline Level
Transaction Date
Transaction $ Value
Transaction Date
Deal Type

External Task Summary

Partner Account ID
Actual Completion Date
Planned Completion Date
Completion Status
Task ID
Task Title
Task Description

Partner Profile

Partner Account ID
If Data type fields are not mapped correctly with the data type source.

1.5 Salesforce Filter

Salesforce Filter
What	The Salesforce Filter feature allows an admin user to modify or remove the value of the filter set by the client for the Salesforce client objects. Based on these filters, data will be populated in the Successful Channels application.
How	How to modify a filter or add a new value for the filter: In the left navigation, click on Manage Salesforce>Salesforce filter. If the user wants to modify the filter or add a new value in the filter for an object, click on the Update button in the Update Field Value column. Enter the appropriate and valid value in the given textbox that the user wants to add. How to remove a value from the filter: In the left navigation, click on Manage Salesforce>Salesforce filter. If the user wants to remove a value from the filter for an object, click on the Update button in the Update Field Value column. Enter the appropriate and valid value in the given textbox that the user wants to remove. Click on the Remove button. How to view field mapping between Salesforce standard objects and the managed package custom object: In the left navigation, click on Manage Salesforce>Salesforce filter. Click on the Field View Mapping button in the Update Field Value column for the object that the user wants to view field mapping. User will be able to view field mapping between salesforce selected fields and Successful Channels selected fields.