Set Up Salesforce Data Options

After you have established a connection with Salesforce, you can set up the DPS data options to specify how and when DPS records are updated with Salesforce information.

To set up Salesforce data options:

1. In the DPS Navigation pane, select Utilities > Integrations > Salesforce.
2. In the Data Options area, specify how often data will update in the Schedule Your Data Update Intervals field. This is the interval for how often the data is updated with Salesforce records. For example, if you specify 8 Hours, DPS will run the data import every 8 hours. These processes will run in the background and not interrupt your work. See the help for Utilities > Process Servers for more information.
3. Select import only new records. This is required because there are no existing records in DPS at this point.
4. If necessary, specify the Stage of record that you want to import. For example, you can choose to import an opportunity that is in a specific stage in the pipeline to ensure your data remains clean and actionable.
5. Specify any advanced data import options as needed. If you choose to honor screen designer fields, you must map those fields using the data mapping section. Certain fields, such as Name, are always required.
6. Specify if workflow rules that are set in Salesforce should be honored upon import into DPS.
7. Select to receive email in addition to notification center alerts if there are connection or data errors. These notifications will only be sent to the user role that is specified in the Security Role field. See the View Error Notifications online help topic for more information.
8. Select the Opportunity Mapping, Account Mapping, and Contact Mapping options to specify the data mapping for each area. As you select each option the Salesforce fields and DPS fields in the grid update to reflect each area. The application is set up to include default mappings. See the online help topic on mapping these fields for more information.
9. Select Save.