Connect Salesforce

Save time by reducing double data entry and your staff will spend less time switching between Accelo and Salesforce to find the most up-to-date records. The synchronization of contact information optimizes the power of SalesForce's sales pipeline and Accelo's budgeting and resource management to drive your business to full automation.

Using this guide, you can:

Requirements:

  • SalesForce API access - API Access is provided in Enterprise+ tiers by default, and can be requested from SalesForce support

How does the SalesForce two-way synchronization work?

Your two-way sync will pull over your SalesForce data into Accelo, and keep any changes to these existing records in sync. You also have the option to limit to a read-only sync - meaning Accelo pulls changes from Salesforce but does not push changes you make within Accelo back to SalesForce . Configure this option once you've connected.

Connect SalesForce to Accelo

Connect to SalesForce to get started. After you've connected to SalesForce , you can then import your data into Accelo. Accelo will then automatically keep your companies and contacts in Sync - plus you have the option of configuring Accelo to only pull changes from SalesForce (so changes in Accelo are not pushed to SalesForce ).

In order to import or sync your SalesForce data with Accelo, your administrator user must connect to SalesForce from their Integrations screen.

To connect SalesForce to Accelo:

  1. Open the Integration page by clicking your User Profile Icon in the Navigation Bar and selecting Integrations.

  2. On the integrations page, navigate to the SalesForce tab and click the Connect button.

  3. If you are not yet logged in to your SalesForce , enter your username and password. After logging in, allow Accelo to access your SalesForce data. Click Allow to complete the connection.

  4. After successfully connecting your SalesForce account to Accelo, your Integrations screen to show that SalesForce has been connected.

Syncing your SalesForce and Accelo data

The SalesForce integration offers both one-way and two-way syncing between Accelo and SalesForce, importing new and updated information into Accelo only, or optionally pushing changes made in Accelo back into SalesForce.  To control whether the sync is performed one-way or two-way, simply update your Sync Option, found when connecting the integration.

On: The sync will be one-way, syncing information from SalesForce into Accelo.

salesforce options on

Off:The sync will be bi-directional, syncing information from SalesForce into Accelo, and from Accelo back into SalesForce

salesforce options off

The following data can be kept in sync:

Companies

  • Company name
  • Phone & Fax
  • Addresses (in order to push address to SalesForce , the address title must be 'Billing' or 'Shipping' for company, 'Mailing' or 'Other' for contact)
  • Website
  • Type & Industry (from SalesForce to Accelo only)

Account managers are not synced, as SalesForce only allows one manager, but Accelo allows for multiple account managers.

Contacts

  • Contact name
  • Contact title/position
  • Phone, Fax and Mobile (Cell)
  • Email

 

Importing SalesForce Sales and Tickets

To import your Saleforce Sales and Tickets, you must first go through the integration steps above. Once done, navigate to your Import Data page in your Configurations page. You should now see a new option populate with the Sales Force icon pictures here.

Screen Shot 2017 03 22 at 2.20.17 PMClick on the icon, and you'll be taken through three steps to import all your Sales and Tickets.

  1. User Mapping - Because your users in SalesForce might not match your Accelo users, you need to map them accordingly so we know how to import the information into Accelo. So Sales or Tickets under SalesForce Staff A should be Mapped to Accelo Staff A or anyone else you define.

  2. Status Mapping - Both Accelo and SalesForce can hold a multitude of Statuses. Because of this, we'll need you to let us know what each status from SalesForce should translate to when importing them into Accelo. We encourage you to keep in mind any Status & Progression actions you have built out in Accelo when mapping this.

  3. Confirmation - Upon clicking Start Import on the previous page, you'll be taken to the Confirmation page. You will then receive an email once your import is complete as the data gets pulled into Accelo.


Understand everything that syncs between Accelo and Salesforce


Companies

Accelo Field

Salesforce Field

Company Name

Account Name

Account Manager

Account Owner

Website

Website

Phone

Phone

Fax

Fax

Created (Date)

Created By

Status

Active (Yes or No)

Address (Need to be labeled “Billing” or “Shipping”)

Address

Address Street 1/2

Billing/Shipping Street

City

Billing/Shipping City

State

Billing/Shipping State/Province

ZIP/Postcode

Billing/Shipping Zip/Postal Code

Country

Billing/Shipping Country

Type

Type

Industry (from SF to Accelo only)

Industry (from SF to Accelo only)

Custom Field

Type (From SF to Accelo only)

 

Contacts

Accelo Field

Salesforce Field

Title

Title

First Name

First Name

Last Name

Last Name

Company Name

Account Name

Position

Title

Phone

Phone

Mobile

Mobile

Email

Email

Fax

Fax

Address (Need to be labeled “Mailing” or “Other”)

Address

Address Street 1/2

Mailing/Other Street

City

Mailing/Other City

State

Mailing/Other State/Province

ZIP/Postcode

Mailing/Other Zip/Postal Code

Country

Mailing/Other Country

 

Cases (Tickets)

Accelo Field

Salesforce Field

Assignee

Case Owner

Priority

Priority

Company

Account Name

Contact

Contact Name

Submitted Date/Time

Created By

Opened Date/Time

Date/Time Opened

Closed Date/Time

Date/Time Closed

Subject

Subject

Description

Description

Status

Status

Type

Type

 

Opportunities (Sales)

Accelo Field

Salesforce Field

Salesperson

Opportunity Owner

Sale Name

Opportunity Name

Company

Account Name

Type

Type

Created (Date)

Created By

Due (Date)

Close Date

Value

Amount

Probability (seems to cap at 100%)

Probability (seems to cap at 100%)

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