SFDC Integration

Updated 1 month ago by Angelo Matheou

The Aptrinsic Salesforce Integration allows for copying data from Salesforce to Aptrinsic on the Account and User records. If a matching SFDC record is found for a given Aptrinsic record, then the chosen fields on the field mapping screen are copied from the Salesforce object to the matched Aptrinsic record.

Settings screen for controlling matching logic

Displayed by clicking on the gear menu in the Salesforce Integration screen:

Account Matching

For all Aptrinsic account records:

1) If account has been matched before and the account.sfdcId field matches the id that was matched previously, then

Retain match, skip remaining matching logic

2) Otherwise:

Find the SFDC account that matches the "best" by applying a weighted value to how well it matches on the criteria that are selected in the SFDC integration screen in the application.

If there are multiple SFDC accounts that match, the account with highest cumulative score is considered a match.

Matching Type

Logic

Weight

Notes

ID to Salesforce ID

account.sfdcId equal to sfdcAccount.id

2.0

Website Domain

account.website domain equal to sfdcAccount.website domain

1.0

Name

account.name equal to sfdcAccount.name

1.0

Recent user domain

user.email domain equal to sfdcAccount.website domain

1.0

Retrieves 100 most recently seen users and extracts they domains from their email addresses.  If there is a mixture of email domains, the score is weighted by the portion of the users that have the same domain.

Contact Matching

For all Aptrinsic user records

1) If contact has been matched before and the user.sfdcContactId matches the id that was matched previously:

Retain match, skip remaining matching logic

2) Otherwise:

Find the first matching contact by iterating through the matching criteria that are selected in the SFDC integration screen.  The first contact found that matches is chosen. 

The matching is done in the following order:

Matching Type

Logic

Notes

sfdcContactId to Salesforce Contact ID

user.sfdcContactID equal to contact.id

Email

user.email equal to contact.email

If more than one matching email on SFDC, not considered a match

Phone

user.phone equal to contact.phone

If more than one matching phone on SFDC, not considered a match


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