Note: This guide assumes that your contacts are loaded into Signal Vine with their Salesforce Contact ID set as their Signal Vine ID. For help performing an initial push of Salesforce Data into Signal Vine, contact your Account Manager.
With Signal Vine Sync you can easily transfer data within your Salesforce records to Signal Vine contacts. This transfer of data can happen from Signal Vine to Salesforce, Salesforce to Signal Vine, or Bidirectionally on a field-by-field basis. To get started with Salesforce Sync, follow these instructions:
Install Signal Vine Sync Package
After downloading the Signal Vine 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.
Then select Install and grant access to theseus-api-integrations.signalvine.com and theseus-api.signalvine.com. The app will then install.
Connect to your Signal Vine 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 Signal Vine Account to begin the configuration process.
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 Signal Vine and map it to your existing Salesforce fields.
Retrieve your program and field data from Signal Vine
In order to map Salesforce fields to Signal Vine fields, you must first retrieve the list of fields that currently exist in your Signal Vine program. To do this, enter the Field Mapping tab and then select Retrieve under the Retrieve Programs and Fields header.
You will see a completion message appear next to the button once the data has been retrieved
Map your Salesforce fields to Signal Vine fields
Once your Signal Vine field data has been retrieved, you can select which Salesforce fields should map to which Signal Vine 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 Signal Vine. You can select any object in Salesforce - both standard and custom objects. Signal Vine is able to map any fields from this primary object, and any objects related to this primary object.
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 Signal Vine, Bidirectional, and From Signal Vine to Salesforce.
- From Salesforce to Signal Vine: Data will flow from Salesforce into Signal Vine. Any data changes made directly on Signal Vine will not affect the Salesforce record.
- Bidirectional: Any changes made on Salesforce will be reflected in Signal Vine and any changes made in Signal Vine will be reflected in Salesforce.
- From Signal Vine to Salesforce: Data will flow from Signal Vine into Salesforce. Any data changes made directly on Salesforce will not affect the Signal Vine record.
Next map your Signal Vine fields to Salesforce fields by selecting the appropriate field from the Salesforce Field dropdown.
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 Signal Vine 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.
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.
To pause your Sync select Pause Sync under the Sync Status header.
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 SV 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 SV Sync to wait before deleting sync logs.
If you have your sync set to Bidirectional, the system will require you to resolve changes that were made simultaneously on Salesforce and Signal Vine. To resolve these changes navigate to the Conflicts tab within SV Sync Setup, and select whether you would like to keep the Signal Vine 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 Signal Vine 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 Signal Vine.