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Synchronize Data between Salesforce and SlapFive

This section covers how you can synchronize data between Salesforce and SlapFive using SlapFive's Embedded Integration.

Here are the common scenarios for synchronizing data between Salesforce and SlapFive:

  • Salesforce Contact creates/updates SlapFive Member

  • Salesforce Account creates/updates SlapFive Company

These are the steps you need to take to activate data synchronization.

  1. Determine the Salesforce integration user.

  2. Establish your Salesforce Connection.

  3. Select Salesforce objects and fields to synch.

  4. Test the Data Synchronization.

PreviousSalesforce's Mandatory Security Requirements for Connected Apps and ECAsNextDetermine the Salesforce integration user

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