Integrating Salesforce client data with TapClicks allows you to import and manage client information efficiently for streamlined campaign management. This guide will walk you through the process of: connecting Salesforce to TapClicks, mapping fields accurately, and configuring the import details.
Step-by-Step Guide for Connecting Salesforce
1] Navigate to the Salesforce Integration Page
- To set up the integration, click Admin and then Integrations in the left menu.
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Click the Create Salesforce Integration button to start the setup process.
2] Fill out the Integration Details
Enter the required fields as outlined below:
Field Name | Description |
Name |
Enter a name for your Salesforce integration. |
Client Token | Provide the client token from your Salesforce account. |
Client Token Secret |
Enter the client token secret associated with your account. |
URL |
Enter the URL for your Salesforce instance. |
Username |
Input your Salesforce username. |
Password |
Enter the password associated with your Salesforce account. |
Security Token | Enter your Salesforce security token. |
Optional: Import Client Data Only
If you want to import only client data (and not other objects), check the Import client data only box.
This will limit the data fetched from Salesforce to client-related information.
3] Save the Integration
Click the Save button to finalize the setup. To cancel, click Cancel.
Mapping Fields Between Salesforce and TapClicks
After connecting Salesforce to TapClicks, the next step is to map the fields correctly to ensure data synchronization. This mapping allows TapClicks to pull the correct data from Salesforce.
Refer to the table below to understand how each Salesforce field corresponds to the relevant TapClicks field, ensuring that your data is accurately aligned as you set up the integration.
Salesforce Field | TapClicks Field | Description |
Account Name |
Company Name |
Maps the company name in Salesforce to TapClicks. |
Primary Contact First Name | Primary Contact First Name |
Links the first name of the primary contact. |
Website | Website |
Connects the Salesforce website field to TapClicks. |
Industry | Industry |
Matches the industry classification for consistency. |
Billing Street | Address 1 and Address 2 |
Combines billing address lines from Salesforce. |
Billing City | City |
Maps the billing city from Salesforce. |
Billing State/Province | State |
Ensures the state or province matches correctly. |
Billing Postal Code | Zip |
Maps the postal code directly to TapClicks. |
Company Email |
Connects the company’s main email contact. |
(Continue with additional fields as needed.)
Configuring Import Details
After saving the integration setup, configure the import details:
1] Access the Import Configuration
- Go back to the integration you created in TapClicks by navigating to Admin and Integrations in the main menu.
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Click View Mappings at the bottom of the Salesforce interaction tile.
- Then, click the gear icon next to the integration to access the Configure Import Details screen.
2] Fill Out the Import Details
Complete the relevant fields based on your organization’s requirements.
By following these steps, you will have configured the import details accurately, ensuring that Salesforce data is correctly mapped and synchronized in TapClicks for efficient client and campaign management. For more information, check out this related article: How to Integrate Salesforce in TapOrders.