Salesforce

Salesforce

Last Updated: March 29, 2023

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Connecting Salesforce with Endgame only takes 1 minute and unlocks powerful options for bi-directional sync, including automated recurring syncs and one-click outbound sync.

Key Features

  • Ability to sync data both to and from Salesforce to Endgame
  • Support for both automated syncs and manual (button click)
  • Support for both standard and custom Salesforce objects and fields

Setup Steps

  1. Ensure you are logged into Salesforce with System Administrator level access.
  2. On the left sidebar of Endgame, navigate to Settings & administration.
  3. At the top of the page, click into the Integrations tab.
  4. Within the Salesforce tile, click Connect.
  5. Work with your Endgame representative to configure manual and/or automated syncing.

Sync methods

Once Salesforce has been connected, your Endgame rep can work with you to configure one or both of the following:

Actions (Pictured to the right)

Update or Create Salesforce records (such as opportunities or contacts) directly from Endgame.

Automated Daily Recurring Syncs

Your Endgame rep can also work with you to configure automated recurring bi-directional syncs to/from Endgame. Outbound syncs are daily and inbound syncs happen throughout the day.

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Limitations

  • Outbound syncing supports text, number, and data Salesforce fields
  • Syncing is subject to any API / threshold limitations of Salesforce

Additional technical details

Endgame leverages the Bulk API for most interactions with Salesforce—which means integration is generally immaterial when it comes to API limits. Here's a quick overview of of how we integrate with the Salesforce API:

  • Endgame reads data from Salesforce hourly via the Bulk API. By default, we ingest data from Accounts, Leads, Contacts, Opportunities, and Users—but it’s also possible to explicitly define additional objects as needed. After the initial sync, we constrain subsequent requests to record that have been updated (as determined by SystemModStamp).
  • In the case that Endgame exports are enabled, we will sync changes to Endgame entities (e.g., Signal Strength) to corresponding objects in Salesforce via the Bulk API.
  • Endgame Actions can be configured to update fields on an object or create objects (e.g., Leads, Contacts, Opportunities). Actions are explicitly triggered by users, and are handled synchronously via the REST API.

As we continue to expand our Salesforce integration, we may leverage additional Salesforce functionality in the future (e.g. Change Data Capture events).