Salesforce (Beta)

Updated 1 month ago by Łukasz Korecki

Our native Salesforce integration allows you to synchronize any customer information and customer feedback stored in your Salesforce instance.

You can configure which objects to sync, and in what way. The integration periodically checks for new records in your account and sends them to NomNom.

This integration is different from other ones we offer. It is installed and managed within your Salesforce instance.

Currently only Salesforce accounts on Enterprise (and above) plan can install the integration. We're working on listing our integration in the Salesforce App Exchange.

Installation

In order to install the Salesforce application you have to have administrator privileges or you need to ask the administrator of your instance.

The installation consists of two parts.

Installing the Salesforce application

Follow THIS LINK to initiate installation of the Salesforce application. Current version is 1.41:

Activate the option "install for all users" so that the integration settings can be managed by anyone after installation.

Confirm that you allow the application to send your user and feedback data to your NomNom account.

Once Salesforce confirms installation of the package you can move to the next step.

If the installation fails with the message "Missing Feature: Apex Classes" - it means that your edition of Salesforce is most likely on Professional or Lightning Essential plan and is not supported.
Connecting Salesforce and NomNom accounts

From within Salesforce, open the app launcher and select NomNom:

When active, navigate to the Authentication tab.

From there you will find a handy link which will take you to your NomNom account where you can generate a new API key. Copy the key and input it in the form shown above.

When confirmed (as shown) you can configure what data to send to NomNom and how.

Synchronizing customer information and customer feedback

Being a CRM - Salesforce stores a lot of information about your customers. You can not only fetch data about your contacts, but also include data about their parent objects, such as accounts.

Once object mappings are configured, the integration will check for new or updated records in your Salesforce instance and send them to your NomNom account. You can set the schedule interval in the "Settings" tab.

To setup data synchronization go to "Manage Mappings" tab and then click on "Create New Mapping" button

Fetching user data

Here's an example mapping of Salesforce Contacts to NomNom's User data, which will be visible in the document's sidebar and people's tab. Just like other integrations - the data fetched from Salesforce will be merged with other data and associated with the feedback across all data sources in NomNom.

Here's an example mapping:

When creating a new mapping, it's best to tick the "is active?" checkbox. This means that after saving your mapping - the integration will fetch all existing records and send them to your NomNom account.

The UI allows you to pick the base object (in this example we use Contact) and map its attributes to NomNom user attributes. Additionally, you can select a parent object - in rows 3 and 4 we've picked couple of attributes present on the Account object, which has been set up as a parent of a Contact.

You always have to select the email field - that's how NomNom will be able to associate user data from different sources.

For company properties, we suggest prefixing all property names with "company." - that will ensure consistency in property naming.

Fetching feedback data

The most common scenario is to fetch call or task notes logged in Salesforce - these notes often contain feedback from your customers or leads.

Here's an example mapping:

When creating a new mapping, it's best to tick the "is active?" checkbox. This means that after saving your mapping - the integration will fetch all existing records and send them to your NomNom account.

The UI allows you to pick a base object (in this example we use Task) and map its attributes to NomNom document attributes. Additionally, you can select a parent object - in rows 6 we've picked the email address of associated Contact object - this will automatically associate feedback contained in the Task comment with a user in NomNom, just like the task is related to a contact in Salesforce.

You always have to select the content-body field - as that will form the content of your document.

Additionally, you can map other attributes as document's tags or properties.

Just like with User data - it will be refreshed every hour (by default) and synchronize new or updated records.

For more complicated objects you can also reference child objects, this can be useful when referencing agent notes in cases:

Select an object from "Child Objects" list and map it in a similar way to main document attributes. The comments will then appear under the main feedback content in NomNom.

If you need any help with setting up the integration - please send us an email on support@nomnom.it or contact us via support chat


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