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Complete this document and share with your Inflection team and Salesforce administrator. This document has generic placeholder information. Replace it with information relevant to your business.

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Scope of Sync

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Salesforce > Inflection

  1. Which will you sync to Inflection?
    1. Leads: Y/N
    2. Contacts: Y/N
    3. Accounts: Y/N
  2. How many fields will you sync for each object:
    1. Leads: # records; # fields
    2. Contacts: # records; # fields
    3. Accounts: # records; # fields
  3. Will you sync all leads/contacts from Salesforce? Y/N
    1. If not, note that a selective sync from Salesforce to Inflection requires a Boolean field in Salesforce as a sync filter (example: Sync to Inflection = True).
  4. When leads/contacts are created in Salesforce, should an Inflection contact be created? (This is recommended.) Y/N
  5. When leads/contacts are deleted in Salesforce, should the related Inflection contact be deleted as well? Y/N

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Inflection > Salesforce

  1. Will Inflection create and update lead/contact records? (Will this be a bidirectional sync?) Y/N
  2. Will you sync all Inflection contacts to Salesforce? Y/N
  3. What are the minimum required fields to create a new lead/contact in Salesforce?
    1. Email
    2. Last Name
    3. Company
    4. Add more as applicable

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Field Mapping

  1. Do you have standard or custom fields on lead, contact, or account records that are not on the auto-map list below? If yes, custom field mapping will be required (this is likely). Y/N
    1. Email
    2. Name
    3. First Name
    4. Last Name
    5. Company Name
    6. Title
    7. Unsubscribed
    8. Phone Number
    9. Person Created Time
    10. Account ID
    11. SFDC ID

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Next Steps

Share this with your Inflection team and your Salesforce administrator as part of the integration request. Read and share with your Salesforce administrator our Salesforce documentation.