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Salesforce Integration Overview

Administrators Only!

Only system administrators can configure Integrations. If you are not an administrator, please consult a member of your team that is an administrator to increase the level of access you have been granted.

Priava's Salesforce integration allows you to share information about events, opportunities, contacts (both account contacts and person accounts), and organisations including their notes between Priava and Salesforce in real-time.


In this article


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What Information Can You Sync?

The Priava/Salesforce integration is native and bidirectional and the following data is updated in real-time:

  • Contacts that are created or updated in Priava will be synced to relevant Contacts or Person Accounts in Salesforce and vice versa. 
  • Organisations that are created or updated in Priava will be synced to relevant Accounts in Salesforce and vice versa.
  • Opportunities that are created or updated in Priava will be synced to relevant Opportunities in Salesforce and vice versa. 
  • Events that are created or updated in Priava will be synced to relevant Opportunities in Salesforce. Opportunities that include a Priava Event Number will be synced to relevant Events in Priava.
  • Notes that are created or updated and that are linked to Contacts, Organisations, Opportunities or Events in Priava will be synced to relevant Notes and linked to relevant Contacts, Person Accounts, Organisations or Opportunities in Salesforce and vice versa.

Summary Triggers & Actions

Below is a summary of how this integration works:

Priava Trigger Salesforce Action 
A user creates/updates an organisation in Priava.

An account is created/updated in Salesforce.

A user creates/updates a contact that is not linked to an organisation in Priava.

A person account is created/updated in Salesforce.

A user creates/updates a contact that is linked to an organisation in Priava.

A contact is created/updated in Salesforce.

A user creates/updates an opportunity in Priava.

An opportunity is created/updated in Salesforce.

A user converts an opportunity to an event in Priava.

The synced opportunity in Salesforce is updated accordingly.

A user creates/updates an event in Priava.

An opportunity is created/updated in Salesforce.

A user creates/updates/deletes a note for an organisation/contact/opportunity/event in Priava.

A note is created/updated/deleted for the corresponding account/person account/contact/opportunity in Salesforce.

 

Salesforce Trigger Priava Action
A user creates/updates an account in Salesforce.

An organisation is created/updated in Priava.

A user creates/updates a person account in Salesforce.

A contact is created/updated in Priava.

A user creates/updates a contact in Salesforce.

A contact is created/updated in Priava.

A user creates an opportunity in Salesforce.

An opportunity is created in Priava.

A user updates an opportunity that doesn't contain a Priava Event Number in Salesforce.

The corresponding opportunity is updated in Priava.

A user updates an opportunity that contains a Priava Event Number in Salesforce.

The corresponding event is updated in Priava.

 

What Subscriptions Do You Need?

To achieve integration between Priava and Salesforce, you will need:

  • An active Priava subscription including the API module – we also recommend that you purchase the Sandbox module for testing purposes.
  • A valid and active Salesforce account. 

How Much Does It Cost?

Contact your Account Manager for further information and pricing.

Configuration Prerequisite Checklist

Below is an outline of all of the steps that must be taken prior to configuring the integration in Priava:

Steps to be taken in Salesforce:

  1. Add the following custom fields:
Module Field Label  Field Name API Name  Data Type Purpose
Account PRIAVA ID

PRIAVA_ID

PRIAVA_ID__c

Text(20)

For Priava Id of the organisation

Account

SfCompanyModify

SfCompanyModify

SfCompanyModify__c

Text(100)

For calculated hash value for the organisation

Contact

PRIAVA ID

PRIAVA_ID

PRIAVA_ID__c

Text(20)

For Priava Id of the contact

Contact

SfContactModify

SfContactModify SfContactModify__c Text(100) For calculated hash value for the contact
Opportunity PRIAVA ID

PRIAVA_ID

PRIAVA_ID__c

Text(20)

For Priava Id of the event/opportunity

Opportunity Priava Event No

Priava_Event_No

Priava_Event_No__c

Text(20)

For Priava event number

Opportunity Priava Opportunity No

Priava_Opportunity_No

Priava_Opportunity_No__c

Text(20)

For Priava opportunity number

Opportunity SfOpportunityModify

SfOpportunityModify

SfOpportunityModify__c

Text(100)

For calculated hash value for the event/opportunity

 

Contact Priava Support Team:

Once you have completed the steps outlined above, please email our Support Team to provide the following default values and tabular field mappings which will be used to configure your integration:

Default Values

  1. Priava - Opportunity Identified By 
  2. Salesforce - Opportunity Owner

Tabular Field Mappings

  1. Priava - Opportunity Status to relevant Salesforce - Opportunities Stages
  2. Priava - Event Statuses to relevant Salesforce - Opportunities Stages

How-to Instructions

For more information and step-by-step instructions, please review the following articles:

  1. Configuring the Priava Integration in Salesforce 
  2. Configuring the Salesforce Integration in Priava