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."
After initial synchronization, synchronization updates are performed at intervals you specify (as described below). During synchronization updates, data changes are propagated from one system to the other as follows:
- All additions and updates to data in one system are propagated to the other.
- Data deleted in SalesForce.com will also be deleted in LAC.
- Data deleted in LAC (other than customer contacts, as described below) will not be deleted in SalesForce.com. Therefore, the next synchronization will cause the object that still exists in SalesForce.com to be added again to LAC.
- Customer objects deleted in LAC will delete only that customer object's contacts in SalesForce.com; the customer object is not deleted.
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.
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.