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Synchronization Features for Salesforce

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1. Feature Description

  • This is a feature that allows you to synchronize any information in Salesforce to use SendWOW seamlessly from Salesforce
    1. The synchronization direction is one-way from Salesforce to SendWOW
      • When updating information, please update the information in Salesforce
    2. The parent-child relationship between accounts and contacts is carried over to SendWOW as is
      • If a contact's affiliated company changes, please reassign the account in Salesforce. The affiliation in SendWOW will also be updated.
    3. Items converted from leads to contacts are treated as the same contact in SendWOW
      • When a target person approached as a lead is converted to a contact, the SendWOW contact information is overwritten with the contact information (and account information if linked) as the same person
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    | Specification | Details |
    | --- | --- |
    | Sync update frequency | Synchronized approximately every 15 minutes.
    Also synchronized when sending settings from "SendWOW for Salesforce anywhere" Chrome Extension. |
    | Synchronized items | If mapping settings for synchronization are configured, Salesforce information will be updated as the synchronization source. When updating information, always update the information on the Salesforce side.
    (Note: Information cannot be updated on the SendWOW screen) |
    | Synchronized relationships | Synchronization is centered on Salesforce "Contacts", and when linked "Accounts" are updated, the companies linked to contacts on SendWOW are also updated similarly. |
    | Address used for synchronization | The address corresponding to the company is used preferentially.
    (Note: If the address information is empty, the address corresponding to the contact is used. If any of "Postal Code", "Prefecture", "City", or "Street Address" is missing, it will be used as a target for the "Address Entry Proxy Service")
    (Note 2: Addresses can be selected as desired when configuring sending settings)
    (Note 3: The preferentially used address can be changed on the SendWOW screen) |

Setup Method

  • You can configure mapping settings for items you want to synchronize from the Salesforce integration settings screen
    • You can set up Lead, Contact, and Account fields
    • You can set up including custom fields, so please select the appropriate fields you are using
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2. Important Notes

In the following cases when all conditions are met, you will be presented with the option of whether to synchronize Salesforce data as the latest:

  • Leads or contacts that "have been imported via CSV with Salesforce ID" or "have been sent from Salesforce using Chrome Extension"
  • There are differences between Salesforce data and SendWOW data (e.g., the recipient's job title is different)

Below are the operating procedures. We recommend synchronization so that Salesforce information can be treated as correct.

  • When synchronizing:
    • Press the "Send a touch that initiates synchronization" button
      • At that time, the information will be overwritten with the information on Salesforce, so please check that there are no errors in the information
    • After that, when information is updated on Salesforce, the information will be synchronized according to the functional specifications
  • When not synchronizing:
    • Press the "Send a touch without synchronizing" button
      • Please note that it will not be synchronized with the information on Salesforce, so even if you update the information on Salesforce, it will not be synchronized
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