Salesforce

Configuration details for the Salesforce integration

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.

Modes

Insert

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

Upsert

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 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.