This document describes the synchronization workflow between Salesforce Sales Cloud and SalesWings. The workflow consists of steps that starts with the fetching of updated Leads from SalesWings and finishes with the aggregation of Scores at the Account level.

Steps of the Workflow

Action

Step

The number of records in each of the SalesWings custom-objects is counted and sent back to SalesWings so that we can monitor each system.

CountRecords

Tag definitions are fetched from SW

GetTagsBatch

Score definitions are fetched from SW

GetScoresBatch

Leads from SW that have changed since the last sync-cycle are fetched and stored in the Prospects custom-object in SC.

GetProspectsBatch

SW-data is transferred from Prospects to Leadswith matching email-addresses. This will be skipped if the setting Match Leads via Events is enabled.

MatchProspectsToLeadsBatch

SW-data is transferred from Prospects to Contacts with matching email-addresses. This will be skipped if the setting Match Contacts via Events is enabled.

MatchProspectsToContactsBatch

SW-data is removed from Contacts and Leads that reference a Prospect marked as either Merged or Deleted. This will be skipped if the setting Match Leads via Events or Match Contacts via Events is enabled.

DeleteProspectsBatch

Tags, Last-Visit and Lead-Score are aggregated at the Account level

AggregateTagsBatch

Scores are aggregated at the Account level

AggregateScoresBatch

Temperature (aka Predictive-Score) is re-calculated at the Account level

AggregateTemperatureBatch

The Tag values from the Account are copied to each Opportunity of the Account

CreateOpportunityTags

The Score values from the Account are copied to each Opportunity of the Account

CreateOpportunityScores

Orphaned Prospect-Pages are deleted

DeleteProspectPages

Orphaned Contact- and Lead-Pages are deleted

DeleteContactPages

Orphaned Pages (which connect Prospect-Pages to Contact- and Lead-Pages) are deleted.

DeletePages

Did this answer your question?