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Salesforce

CRM
ACTIVE

Customer records flow both ways; with conflict rules and sync log

The Salesforce connection syncs customer records in both directions.

Records from Salesforce are pulled into Callmenta, while customers created or updated in Callmenta are written back to Salesforce. If the same record changes on both sides, the connection settings determine which side wins.

Each sync run is logged with details on how many records were read, added, updated, or skipped. External IDs are stored in a mapping table to prevent duplicate customer creation.

What you can do

  • Pull customer records from Salesforce
  • Write Callmenta customers to Salesforce
  • Conflict rules and external ID mapping
  • Sync log for each run

Good to know

  • Sync covers customer records; opportunity and quote objects are not transferred
Contact us for setup Salesforce website

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