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 |