Home CMS Documentation Home Cartella Using Cartella Settings Configuration User Group Sync Configuring Synchronizers Syncing to Salesforce

Syncing to Salesforce

Prerequisites: Users require site administrator permissions to complete this task.

Use the User Group Configuration Tool view to integrate Salesforce user stores. Syncing to Salesforce imports customer data that is then used to populate groups in Cartella. All of the contacts for a given company are converted to Cartella users and associated with the appropriate customer group.

Note

Choose whether or not to sync Salesforce in the Cartella user interface or in Cartella.config. See Advanced Setup: Syncing to Salesforce to configure the Salesforce synchronizer via Cartella.config.

Note

If you require assistance to enter the fields below, use the Salesforce Developer Documentation.

To sync to Salesforce:

Log in to Cartella.
Navigate to Settings > Configuration Management > User Group Sync.
Click Salesforce to expand the Salesforce entry.
Select or clear the Add Seat on Creation checkbox.
Note
Selecting this option adds Salesforce users to the Cartella seat count on creation.

Enter the following fields in the Connection Info section:

Field	Description
sf_username	Salesforce account username.
sf_password	Salesforce account password.
sf_token	Salesforce security token.
sf_loginURL	URL to log in to Salesforce. Example: `https://test.salesforce.com/services/Soap/u/24.0`
sf_whereClause	SQL WHERE clause to filter specific Salesforce records.

Enter the following fields in the Group Mapping Info section:
Field Description
Name Key Name key for Salesforce.
Group Format String Salesforce group format string.
Example: SalesForce-{0}

Field	Description
Name Key	Name key for Salesforce.
Group Format String	Salesforce group format string. Example: `SalesForce-{0}`

Enter the following fields in the User Mapping Info section:

Field	Description
External ID Key	ID of the external key.
Login Name Key	Email for the login name key.
Login Name Format String	Format string for the login name. Example: `{0}`
First Name Key	First name.
Last Name Key	Last name.
Email Key	Email for Salesforce.
Phone Key	Phone number.
Company Key	Company.

Optional: Click Add Field in the User Mapping Info section to enter additional values for:
Field Description
Store Key Key for store.
Cartella Key Key for Cartella.
Note
Add additional fields as needed.
Note
Click Remove to remove the added fields.
Click Save Changes.
Cartella saves and syncs the Salesforce configuration changes.
Note
Click Delete to delete the Salesforce syncer.