Getting started with Message Sync

Note: This guide assumes that your contacts are loaded into Message with their Salesforce Contact ID set as their Message ID. For help performing an initial push of Salesforce Data into Message, contact your Account Manager. 

With Message Sync you can easily transfer data within your Salesforce records to Message contacts. This transfer of data can happen from Message to Salesforce, Salesforce to Message, or Bidirectionally on a field-by-field basis. To get started with Salesforce Sync, follow these instructions:

 

Install Message Sync Package

After downloading the Message Sync Package you will be brought to the install screen. Determine which users you want to have access to the SV Sync settings (typically, this is Install for Admins Only), and then check the acknowledgement below. 

screenshot of Salesforce app install screen with selections for install permissions and an install button

Then select Install and grant access to theseus-api-integrations.signalvine.com and theseus-api.signalvine.com. The app will then install.

screenshot of Salesforce screen requiring approval for third-party applications

Connect to your Message Account

After logging into your Salesforce Account, open the App Launcher and select Signal Vine Sync. Then navigate to the SV Sync Setup tab. Enter the API token and secret from your Message Account to begin the configuration process.

screenshot of a login page asking for token and secret

You will see that the Sync Status is initially set to paused. The Sync process will not begin until you retrieve your field data from Message and map it to your existing Salesforce fields.

 

Retrieve your program and field data from Message

In order to map Salesforce fields to Message fields, you must first retrieve the list of fields that currently exist in your Message program. To do this, enter the Field Mapping tab and then select Retrieve under the Retrieve Programs and Fields header.

screenshot of a button to retrieve programs and fields

You will see a completion message appear next to the button once the data has been retrieved

 

Map your Salesforce fields to Message fields

Once your Message field data has been retrieved, you can select which Salesforce fields should map to which Message fields. You can perform this mapping for one program at a time. First select your program under the Select a program header. Then select Edit to begin mapping fields. If the Edit button is disabled, then you should double check that the sync is paused if it has been turned on previously.

Next select which Salesforce object that you would like to sync with Message. You can select any object in Salesforce - both standard and custom objects. Message is able to map any fields from this primary object, and any objects related to this primary object.

screenshot of the required fields that need to be mapped - object type, phone number, phone format and sync direction

Then select the field in this Object that contains the contact’s mobile phone number, and select the format in which this number appears. Finally select the sync direction. There are three options: From Salesforce to Message, Bidirectional, and From Message to Salesforce.

  • From Salesforce to Message: Data will flow from Salesforce into Message. Any data changes made directly on Message will not affect the Salesforce record.
  • Bidirectional: Any changes made on Salesforce will be reflected in Message and any changes made in Message will be reflected in Salesforce.
  • From Message to Salesforce: Data will flow from Message into Salesforce. Any data changes made directly on Salesforce will not affect the Message record.


Next map your Message fields to Salesforce fields by selecting the appropriate field from the Salesforce Field dropdown.

screenshot of the field mapping interface with signal vine fields on the left and Salesforce field selection on the right

One thing to note is that fields will only map to like fields (Time to Time, Boolean to Boolean, Date to Date) with the exception of String fields which can map to any type of Salesforce field. The dropdown will show all Primary and Related object fields that can be mapped to a given Message field. After selecting your Salesforce field, then select the sync direction for this field. After mapping all  of your fields, click Save to save your choices.

 

Begin Sync

To begin your sync, navigate back to the Configuration tab, and select Start Sync under the Sync Status header. You will then see the status change from Paused to Active. By default your sync will run every 10 minutes and must be paused to make any changes.

Screenshot of the Configuration tab with the sync paused and a buttton to start the sync

To pause your Sync select Pause Sync under the Sync Status header.

 

Settings

Once your sync is enabled, you can enable or disable different features in the Settings section of the SV Sync Setup tab:

  • Enable Message Sync will allow you to pull the message history for each contact that is in the sync.
  • Check For Duplicate Records will have Message Sync notify you if there are multiple records that share a phone number. These records can be dealt with by navigating to the Conflicts tab.
  • Finally, the Sync Log Retention option allows you to customize how long you would like Message Sync to wait before deleting sync logs.

Screenshot of the settings options with checkboxes and dropdowns to select the options

 

Resolving Conflicts

If you have your sync set to Bidirectional, the system will require you to resolve changes that were made simultaneously on Salesforce and Message. To resolve these changes navigate to the Conflicts tab within Message Sync Setup, and select whether you would like to keep the Message data or the Salesforce Data.

Within this tab you can also take action on contacts that share the same phone number. Since each contact on Message must have a unique 10 digit phone number, any contacts that share a phone number will not sync. Here you can choose which of these contacts should continue to sync, and the others sharing that number will be removed from future syncs. You can also have the selected contact overwrite the contact data that is already in Message.

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