Synchronize SalesForce contacts or leads with Sitefinity CMS users

PREREQUISITES: Perform this procedure, if in Step 4 of Configure a Salesforce synchronization, you have selected Contacts.

1. Select the type of synchronization by choosing one of the following:
   
   • Two way
     Synchronizes both items from Sitefinity CMS to Salesforce and vice versa.
     If you create, edit, or delete and item in Salesforce it will appear, be edited, or deleted from Sitefinity CMS and the other way.

     NOTE: If simultaneously one and the same item is being modified in both Sitefinity CMS and Salesforce, you can set which system has priority – which of the modifications is saved in both systems. To do this, click Administration » Settings » Advanced » SalesForceConnector. In Master adapter field, enter which system wins in case of conflict. You can enter SalesForce or Sitefinity. By default, items modified in Salesforce are persisted in case of conflict between the two systems.

   • SalesForce to server
     If you create, edit, or delete and item in Salesforce, it will appear, be edited, or deleted from Sitefinity CMS, but items that are created, edited, or deleted in Sitefinity CMS will not be modified in Salesforce.
   • Server to SalesForce
     If you create, edit, or delete and item in Sitefinity CMS, it will appear, be edited, or deleted from Salesforce, but items that are created, edited, or deleted in Salesforce will not be modified in Sitefinity.
2. In the next section, map Salesforce contacts with Sitefinity CMS roles.
   This mapping is required.
   You do this to filter the Salesforce contacts that are synchronized. You also choose a Sitefinity CMS role where these contacts are synchronized.

   EXAMPLE: You have several thousand leads in Salesforce, but you want to sync only leads from a specific company. In this case, you can filter Salesforce leads according to the value of their Company field. You must also choose to sync these leads with a specific Sitefinity CMS role.

1. Under SalesForce, click Select…
   1. In What to sync… dropdown box, choose whether you want to synchronize Salesforce Leads or Salesforce Contacts.
   2. In Field, enter the API Field Name of the Salesforce field that you want to use to filter Salesforce contacts or leads.
      For example, if you want to sync only contacts that are modified by you, enter LastModifiedById. This is the API Field Name of the Last Modified By field of each contact.
      For a reference of Salesforce field labels and API field names, see Salesforce Field Reference Guide.
   3. In Value, enter the value of the field that you want to use to filter synchronized contacts or leads.
      For example, if you want to sync only contacts that are modified by you, enter your Salesforce username.
2. Under Sitefinity, click Select…
   Choose the Sitefinity CMS role that the selected Salesforce leads or contacts will be assigned to.

   IMPORTANT: Because Last name is a required field for Salesforce contacts and both Last name and Company are required fields for Salesforce leads, the user profiles that you are using must also have the Last name field, if you are synchronizing contacts, and Last name and Company fields, if you are synchronizing leads. For more information, see User profiles.

3. In the Schedule type dropdown box, you can schedule a periodic synchronization on different intervals.
4. Click Done.
5. Click Administration » Settings » Advanced » SalesForceConnector » SalesForce account.
6. Expand the account that you are using for the current synchronization and copy and save the values of fields Contacts external id and Leads external id.
   You need these values for configuring a Salesforce custom field in Step 12.
7. Login to your Salesforce account.
8. In the main menu, click Object Manager.
   Perform one of the following:
• If you are synchronizing Salesforce contacts, expand Contacts and click Fields.
• If you are synchronizing Salesforce leads, expand Lead and click Fields.
9. Click New.
   The New Custom Field wizard appears.
10. Select Text and click Next.
11. Fill out the following information:
• Field Label
  Choose a name for the field.
• In Length, enter 36
• In Field Name, enter the respective value that you have copied in Step 6.
• Select External ID.
12. Click Next » Next » Save.