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

 

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 will show that SalesForce has been connected.

Syncing your Salesforce and Accelo Company and Contact data

The Salesforce integration offers both one-way and two-way syncing between Accelo and Salesforce, importing new and updated Companies/Accounts and Contact 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 Options, found when connecting the integration.

On: The sync will be one-way, pulling information from Salesforce into Accelo.

salesforce options on

Off: The sync will be bi-directional, pulling information from Salesforce into Accelo, and pushing it from Accelo back into Salesforce

salesforce options off

 

Importing Salesforce Sales and Tickets

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

Note: The Sales and Tickets import is meant to be a one time pull to bring your Salesforce data into Accelo. While the 2 way sync is designed to push and/or pull updates for Company and Contact information, updates to existing Sales and Tickets will not sync between the systems. Sales and Tickets will only be imported into Accelo alongside a new Company being imported. After that the initial pull of the new Company, and its Sales and Tickets, the Company will be subject to the same rules mentioned above.

Understand everything that syncs between Accelo and Salesforce


Accounts & Companies

Salesforce accounts are synced with Accelo as company records.

Salesforce Field

Accelo Field

Account Name

Company Name

Account Owner

Account Manager

Website

Website

Phone

Phone

Fax

Fax

Created By

Created (Date)

Active (Yes or No)

Status

Address

Address
Must be labeled "Billing" or "Shipping"

Billing/Shipping Street

Address Street 1/2

Billing/Shipping City

City

Billing/Shipping State/Province

State

Billing/Shipping Zip/Postal Code

ZIP/Postcode

Billing/Shipping Country

Country

Industry*

Industry Category

Type*

A Custom Field

Note: When a Company is created in Accelo, the default Status is set based on the first Status in the list of Company Statuses with a Standing of Active.

Contacts

Salesforce contacts are synced with Accelo as contacts.

Note: Contacts without a relevant Account will not be imported.

Salesforce Field

Accelo Field

Title

Title

First Name

First Name

Last Name

Last Name

Account Name

Company Name

Title

Position

Phone

Phone

Mobile

Mobile

Email

Email

Fax

Fax

Address

Address
Must be labeled "Mailing" or "Other"

Mailing/Other Street

Address Street 1/2

Mailing/Other City

City

Mailing/Other State/Province

State

Mailing/Other Zip/Postal Code

ZIP/Postcode

Mailing/Other Country

Country

Note: When a Contact is created in Accelo, the default Status is set based on the first Status in the list of Contact Statuses with a Standing of Active.


Meetings & Tasks*

Salesforce meetings are synced with Accelo as tasks.  Emails and meetings can also be synced with Accelo via the Google and Microsoft 365 integrations.

Salesforce Field

Accelo Field

Title

Subject                                                                                     

Comments

Description

Assigned To

Assignee

Due Date

Start Date

Due Date

Due Date

 

Cases & Tickets*

Salesforce cases are synced with Accelo as tickets.

Salesforce Field

Accelo Field   

Case Owner

Assignee

Priority

Priority

Account Name

Company

Contact Name

Contact

Created By

Submitted Date/Time             

Date/Time Opened

Opened Date/Time

Date/Time Closed

Closed Date/Time

Subject

Subject

Description

Description

Status

Status

Type

Type

 

Opportunities & Sales*

Salesforce opportunities are synced with Accelo as sales.

Salesforce Field

Accelo Field 

Opportunity Owner

Salesperson

Opportunity Name

Sale Name

Account Name

Company

Type

Type

Created By

Created (Date)

Close Date

Due (Date)

Amount

Value

Probability

Probability                               

* Data is only imported from Salesforce

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