Best practices to integrate with salesforce

Product Support
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To integrate Mautic with Salesforce and set up a two-way sync, there are several steps and configurations required. Here’s a comprehensive guide to achieve this:

1. Authorize Salesforce in Mautic:

  1. Navigate to the Plugin Configuration:

    • Go to Settings > Plugins in Mautic.
    • Find the Salesforce plugin and click on it to configure.

  2. Authorize Salesforce:

    • Enter your Salesforce credentials and authorize Mautic to access Salesforce data.

2. Configure Contact Sync:

  1. Setup Fields Mapping:

    • In the Salesforce plugin configuration, go to the Features tab.
    • Map Salesforce fields to Mautic fields. Ensure essential fields like Email, First Name, Last Name, and any custom fields are mapped correctly.

  2. Sync Settings:

    • Define whether you want to pull data from Salesforce or push data to Salesforce.
    • Set the direction of data sync (one-way or two-way).

3. Pull Contacts and Accounts from Salesforce:

  1. Set Filters (If needed):

    • In the Features tab, specify any filters to pull specific contacts or accounts. If no filters are specified, it will pull all contacts and accounts.

  2. Initiate Sync:

    • Go to Contacts > Segments.
    • Create a new segment and add a filter for Salesforce Contacts.
    • Save and wait for Mautic to start pulling the data.

4. Set Up Two-Way Sync:

  1. Configuration in Mautic:

    • Ensure that the Salesforce plugin in Mautic is set to both push and pull data.

  2. Salesforce Workflow Rules:

    • Set up workflow rules or process builder in Salesforce to update Mautic when there is a change, such as a contact replying “Do not Contact”.
    • Use Salesforce’s outbound messaging feature or a custom integration to trigger updates in Mautic.

5. Sync Cycle:

  1. Schedule Cron Jobs:

    • Set up the necessary cron jobs on your server to handle syncing. The frequency can be adjusted based on your requirements.
    # For pulling data from Salesforce
*/15 * * * * php /path/to/mautic/app/console mautic:integration:fetchleads --integration=Salesforce

# For pushing data to Salesforce
*/15 * * * * php /path/to/mautic/app/console mautic:integration:pushactivity --integration=Salesforce

    Replace /path/to/mautic with the actual path to your Mautic installation.

6. Push Activity Information:

  1. Activity Sync:
    • Ensure that you have mapped the appropriate activity fields in the Salesforce plugin configuration in Mautic.
    • Set up cron jobs for pushing activity data as shown above.

7. Troubleshooting and Guidance:

  • Check Mautic Logs:

    • Go to Settings > System Info > Logs to check for any errors or issues during the sync process.

  • Salesforce Integration Community:

    • Engage with the Mautic community forums or Salesforce integration groups for specific issues and advanced configurations.

8. Example Configuration:

  1. Mautic to Salesforce Field Mapping:

    • Email → Email
    • First Name → FirstName
    • Last Name → LastName
    • Do Not Contact → DoNotContact (Custom field in Salesforce)

  2. Cron Job Example:

    */10 * * * * php /path/to/mautic/app/console mautic:integration:synccontacts --integration=Salesforce

Conclusion:

By following the above steps, you should be able to set up a two-way sync between Mautic and Salesforce, pull required accounts and contacts, and ensure that updates such as “Do not Contact” are reflected in both systems. The sync cycle can be customized with cron jobs to meet your specific needs. If you encounter any issues, reviewing the logs and community resources can provide additional support.