Help Document
About Salesforce Integration

    ABOUT SALESFORCE INTEGRATION

    In addition to the Magentrix platform's native CRM functionality, Magentrix also integrates seamlessly with Salesforce CRM through the standard Salesforce API. This integration allows Magentrix users to control their existing Salesforce information through the Magentrix portal.

    Bidirectional Synchronization

    Once Salesforce integration is configured, Magentrix synchronizes bidirectionally with imported Salesforce Objects. When a change is made to an imported Salesforce Object in Magentrix, the change is first written to the Salesforce force.com platform. Magentrix then confirms that the change has been made before updating imported instances of Salesforce Objects. This ensures that information on both platforms remains consistent without the need for double entry.

    Scheduled Jobs

    After the initial import, Salesforce Objects are managed through Scheduled Jobs. Scheduled Jobs control how frequently Magentrix connects with Salesforce force.com to verify records, allowing you to optimize the number of API calls that Magentrix makes to Salesforce. See Scheduled Jobs for more information.

    Salesforce Objects and Magentrix Entities

    After Salesforce Objects are imported, they are handled just like Magentrix Entities. See About Magentrix Entities for more information on actions that can be performed on Objects.


    TUTORIAL VIDEO FOR SALESFORCE INTEGRATION:


    SEE ALSO


    Salesforce Integration Checklist >>