You can now manage your more advanced Salesforce integrations within CustomerGauge, allowing you to pull, flag, and push multiple objects at once.
Please note that this is a highly technical feature, and is not available by default. If you have a Salesforce Developer Team, you can contact your CSM to get this feature activated.
Once activated, you'll be able to set up your Native Integration with Salesforce in the Integration Hub.
Connect to Salesforce in the Integration Hub
In the Integration Hub, you will find various external systems to which you can connect from CustomerGauge. To start setting up a Native Integration with Salesforce, make sure you're the CRM Hub, and click the Connect button in the Salesforce Native Integration option. You will be guided through the various steps of setting up your Native Integration:
- Integration Details & Authentication
- Pull criteria
- Flag criteria
- Push criteria (Outgoing Webhooks)
Note: Native Integration for Salesforce needs to be activated by your Customer Success Manager.
Ask your Customer Success Manager to have this activated in your system.
What you're going to need
- Access to your Salesforce account (in Salesforce, ensure you can access Setup > API)
- Highly recommended: a Salesforce Architect or Administrator
- Salesforce username & password
- Salesforce Security Token (read more)
- WSDL File (read more)
- Use Partner for Sandbox
- Use Enterprise for live system
- Ensure that the filename ends with ".wsdl.xml" (without quotation marks)
- Please note that we can't accept a WSDL file of more than 10MB
- DIY Troubleshooting: In case you ever get stuck, have a look at the most common issues, and how to solve them!
What you need to prepare
- Prepare a list of all objects and fields you want to Pull (getting data from Salesforce into CustomerGauge)
- Know your business needs;
- Decide whether you'd like to pull data into CustomerGauge, push back data into Salesforce, or go both ways
- Identify which fields and objects are going to be used from Salesforce
- Identify which fields are going to be used in CustomerGauge (your Customer Success Manager can help you identify these)
- Prepare any custom objects and fields you may want to use for Flagging and Pushing back survey results (pushing back data from CustomerGauge into Salesforce)
How to prepare a list of fields
We highly recommend identifying relevant fields in CustomerGauge.
For this, we usually create a table in a spreadsheet, of 7 columns each, as displayed in the simple example below;
|CustomerGauge Field Label
|Salesforce Object label
|Salesforce Object API Name
|Salesforce Field Label
|Salesforce Field API Name
|Salesforce Contact ID
Note: we marked the CustomerGauge fields that are required with an asterix. Please be aware that these required fields can be different in your system — your Customer Success Manager can tell you what the required fields in your system are.
Finding your CustomerGauge Fields
If you already have your authentication details, you can set up a Native Integration with Salesforce in CustomerGauge.
Follow the process up to the Pull Criteria tab, and select "Pull data".
On this page you'll be able to find the fields available to be used for Pulling.
Note that each CustomerGauge system may have different Fields and Labels available.
If you don't have your Salesforce authentication details yet, please contact your Customer Success Manager — they'll be more than happy to give you the list of available fields.
Finding your Salesforce Fields
In Salesforce > Setup, visit the Object Manager.
In the Object Manager, visit the Object, and copy over the Name and API Name of the Object in your spreadsheet.
To view Fields for the object, go to "Fields & Relationships".
Copy over the "Field Label" and "Field Name" from this list into your spreadsheet.
Now that you have prepared your spreadsheet, you can send it over to your Customer Success Manager to make sure you've got everything that you need!