You can automatically synchronize Customer and Contact data between LAC and SalesForce.com. SalesForce.com synchronization is enabled and configured using the Administration page.
Upon SalesForce.com synchronization, every Customer object in LAC is given the custom tag "SF_Id," which stores the customer's SalesForce.com account ID. Contacts are matched based on email address. We recommend first performing synchronization on the SalesForce.com sandbox to test for any unexpected results before enabling synchronization in production.
By default, the following fields are synchronized:
SalesForce.com field |
LAC field |
|---|---|
Account.Name |
name |
Account.Phone |
phone_number |
Account.Description |
description |
Account.Fax |
fax_number |
Account.BillingCity |
city |
Account.BillingCountry |
country |
Account.BillingState |
state |
Account.BillingStreet |
street |
Account.BillingPostalCode |
zip_code |
Contact.FirstName |
name |
Contact.LastName |
name |
Contact.Email |
To synchronize additional SalesForce.com fields, add a custom tag to a Customer object in LAC. The custom tag must be in the format SF_full_custom_tag_database_name. For example, if you have a custom field named "Currency" in SalesForce.com, the custom tag would be named "SF_Currency__c."
To enable synchronization:
- Open the Salesforce Integration tab from the Administration page.
- Under the Configuration area, click the Enable checkbox.
- Enter your SalesForce.com username and password, using your SalesForce.com API security code for the password.
- From the Update Interval selection list, select the intervals to use for updating SalesForce.com synchronization data. Data will be automatically synchronized at each update interval to reflect changes since the last update.
- Click Save.
Note that the initial synchronization may take some time, depending on the amount of data you have in SalesForce.com. The status of the synchronization, including its successful completion and any problems, are logged in the History grid.
Synchronization from LAC to SalesForce.com makes additions and updates to the SalesForce.com data, but does not delete SalesForce.com data. However, all edits made in SalesForce.com will be made in LAC, including deletions. If you delete an object in LAC that still exists in SalesForce.com, that object will be created again in LAC upon the next synchronization update.
Performing a full re-synchronization
If necessary, you can force a full re-synchronization using the Re-synchronize button, which will re-synchronize all data at the next regular update interval. Full re-synchronization is needed only in rare cases. For example, you may want to do a full re-synchronization if there are significant changes to your original data set in SalesForce.com, or if LAC enhancements provide new synchronization features you want to take advantage of.