Salesforce API Implementation in ClientSpace (Implementation Phase 3)

In this topic we cover the details of the major steps required for the ClientSpace Setup phase of the Salesforce API implementation. Many of these steps are performed solely by the ClientSpace team member assigned to your implementation. The team member may request client collaboration for some steps.

Step 1: Complete Salesforce API Configuration in ClientSpace

See the following topics:

• Configuring the Salesforce API in ClientSpace

• Configuring Salesforce Enhanced Error Logging with Client Master Duplicate Import Validation

Step 2: Update Import Mappings/Fields

See the following topics:

• Configuring Import/Export Mapping

• Mapping Custom Salesforce Objects

Also see:

• Importing Salesforce Data Overview

• Exporting Salesforce Data Overview

• Salesforce API Data Relationships Overview

• Finding the API Path in Salesforce

Step 3: Add the Salesforce Pipeline

Add the Salesforce pipeline to any Email Templates, Workflow Channels, and Business Rules as needed.

Step 4: Create a Salesforce User

Add a Salesforce User record.

See Configuring the Salesforce User.

Step 5: Create an SFDC API Log BI Report

See Business Intelligence Report: API log.

Related Topics:

• Salesforce API: Extended Overview