Home Knowledge Base User/Client Management Salesforce Integration for TapAnalytics

User/Client Management

User/Client Management

FAQ - User/Client Management

Overview

We’re pleased to announce the availability of a client activation integration for SalesForce.com customers to automate the activation of new client on the Tap Platform. This feature, along with the automapper/naming convention builder, together provide the tools to automate the activation of new clients on the the TapClicks platform.
 

Setting up the integration


Super Users can click into the integrations tab under Administration and add a new Salesforce integration. This will be available under the Available integrations section.
 


 

Once the Integration has been chosen, you will be walked through:

  • Entering your credentials
  • Configuring the import details around how to align new clients to Business Units and by what fields we should be assigning salespeople and clients
 



Out of the Box, TapClicks will pull all standard Salesforce fields in the integration. As every Salesforce setup can be customized, so can be our integration with it. Users can enter the Custom Salesforce fields that they would like us to pull. The query with which we run to get the Accounts and Orders into our system is customizable as well. Users can put their qualifying query into the text box below and we will only pick up Accounts and Orders that qualify. 

 



You will select how to assign the appropriate Business Unit and client group fields.

Once the wizard has been completed, you will be able to view the Salesforce integration in the setup integrations section.

You'll be able to refresh/resync your Salesforce Client on demand as you chose, but we have a scheduled job that will run once a night to pull this data automatically.

 

When you click into VIEW ASSIGNING, You will be able to edit your configuration, credentials, refresh the data and create assigning.

Creating a new assigning, users will be able to create a Client assigning.  

 

You can enter your Salesforce fields on the left side and map them directly to our existing fields. You can reference the following document for the list of standard Salesforce Account entity fields

https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/salesforce_field_names_reference.pdf

 

Create clients when their opportunity status in SalesForce changes to Closed - Won.

SalesForce Field Name

TapClicks Client Field Name

Behavior

Account Name

Company Name

 

*Client Group

Client Group

Uses special rules to create the set of client groups from Salesforce fields and comma delimits them

SalesForce ID

CRM ID

 

Address 1

Address 1

 

Address 2

Address 2

 

City

City

 

State

State

 

Zip

Zip

 

Country

Country

 

Phone Number

Phone Number

 

Fax Number

Fax Number

 

First Name

First Name

 

Last Name

Last Name

 

Billing ID

Billing ID

 

Website

Website

 
     
     
     
     
 

Business Unit

Uses special rules for assigning business unit based on the connection config

 

Account Manager

 
 

Business Unit ID

Uses special rules for assigning business unit based on the connection config

 

Data Profile

 
 

In an effort to simplify the assigning process, all available fields, custom and standard, will be available for selecting on the TapClicks assigning side.

Additionally, you can setup several fields to be used to match Client Groups to automate the assignment of the created client into the appropriate client group.


If there is a need, an integration can be deleted.

Once it is configured this integration will automatically run just prior to Auto-assigning and Fetches nightly on that instance and will retrieve any client with a Closed-Won opportunity yesterday.