Salesforce
Via the Salesforce destination, Hightouch can both create and update standard or custom objects.
The Salesforce destination has three different possible modes.
Insert — Insert mode pushes new objects to Salesforce, and does not update the objects as they change in your warehouse.
Upsert — Upsert mode pushes new objects to Salesforce and updates fields that change in your warehouse.
Update — Update mode updates particular fields on existing objects in Salesforce.
Insert is the simplest of modes for pushing to Salesforce. In this mode new objects will be inserted into Salesforce, but future changes to columns of those objects will not be reflected in Salesforce.
This mode is good for the following scenarios:
You want to push objects into Salesforce, but don't care if the data within each row remains up to date
Static data where each row is never updated, such as events
Insert has two configuration parameters:
Name | Description |
Salesforce Object Name | The name of the object (Account, Contact, etc..) that will be pushed into Salesforce |
Hightouch to Salesforce Field Mappings | A list of columns that will be pushed to new objects in Salesforce |
In this mode, new objects will be inserted into Salesforce and all designated columns will be kept up-to-date within Salesforce.
This mode is good for the following scenarios:
You want to push objects into Salesforce and want to keep the data up-to-date
Upsert has three configuration parameters:
Name | Description |
Salesforce Object Name | The name of the object (Account, Contact, etc..) that will be updated in Salesforce |
Hightouch to Salesforce External Unique Identifier Column Mapping | The name of the column on the Hightouch query, and the name of an external ID for the object in Salesforce. Note that this column in Salesforce must be marked as an external ID and unique for this to work. |
Hightouch to Salesforce Field Mappings | A list of columns that will be pushed to new objects in Salesforce. Each time a sync occurs in Hightouch these columns will be updated. |
In this mode, selected columns will be updated for an object within Salesforce. For example, you could add an LTV column to an account or contact. This mode does not create new rows for an object within Salesforce. Instead, it updates columns on existing objects.
Update mode requires you to have access to the IDs of the objects you want to update within your warehouse.
This mode is good for the following scenarios:
You have objects in Salesforce that you want to add additional information / columns to
You want to continuously sync data from your warehouse and add this data to existing objects within Salesforce
You already have access to Salesforce object IDs within your warehouse
Update has three configuration parameters:
Name | Description |
Salesforce Object Name | The name of the object (Account, Contact, etc..) that will be updated in Salesforce |
Hightouch ID Column | The name of the column of the Hightouch query that contains a Salesforce object ID. |
Hightouch to Salesforce Field Mappings | A list of columns that will be updated for objects in Salesforce. Each time a sync occurs in Hightouch these columns will be updated. |
If you are attempting to associate two objects with a foreign key (e.g. associate a contact with an account via the AccountId field in the contact), Hightouch can lookup the ID of an object based on another unique column and use the object ID as the value of the column.
In this example, the object has a reference field founder_lead__c which should contain the Salesforce ID of the Lead object of the founder. However, you may only have the external ID of the founder in your source in column founder.
With object ID lookup, you can look up the Lead object where the value in column founder equals the unique external ID field db_user_id__c and return the ID of the lead object as the value, syncing it to founder_lead__c.
