Integration
| library_add_check |
Prerequisites
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Scope
| Context | Support status |
|---|---|
| Sync standard salesforce entities such as Contacts, Leads, Accounts, Opportunities, etc to MoEngage as users or events | Supported |
| Sync custom salesforce objects to MoEngage as users or events | Supported |
| Support for all standard salesforce fields- String, DateTime, Numeric, Formula fields, Object types (such as Salesforce standard geo location field object) | Supported |
| Send historical data sync to MoEngage | Supported |
| Real time data sync on new record creation or record updates | Supported |
| Create new attributes on MoEngage while setting up the data sync | Supported |
| Sync linked entities (relationships between entities) to MoEngage |
Not supported In the current scope, we sync only the IDs of the linked fields. The whole linked object is not synced. |
Steps
The integration is divided into two major steps
- Connections- Connections is the authorisation to your MoEngage workspace. You can connect multiple MoEngage workspace to a single Salesforce instance.
- Syncs - Sync is job that runs in real time to send the specific data between the two system. It includes your sync type (MoEngage to Salesforce or Salesforce to MoEngage), entities to be synced and data mapping.
Other minor sections include Error logs and Exceptions - this is particularly important to debug incase the data sync is not working.
Click on “App launcher”, enter “MoEngage”, and then select “MoEngage App”.
Step 1: Setup a connection
- Click Connections >> Add New Connection
- Enter your MoEngage workspace details
| Field name | Value |
|---|---|
| Connection Name | You can give any name to your connection - eg. "MoEngage Prod" or MoEngage Workspace |
| Workspace ID | The Workspace ID of your MoEngage account is available in Settings -> App Settings -> APIs >> Workspace ID |
| Data Key | The Data ID of your MoEngage account is available in Settings -> App Settings -> APIs >> Data key |
| MoEngage Data center | This is your MoEngage data center. Read more |
3. Click Save.
Step 2: Setup a sync
For this document, we will focus on this example - Sync Salesforce Contacts to MoEngage as Users. You can follow the similar process for event sync.
Sync Salesforce Contacts to MoEngage as Users
- Click Map Fields.
- Click Add new sync
- Enter basic sync details
- Click Next
- Configure data mapping between the two systems
- Define the identifier between the two systems. For MoEngage, identifier name is Customer ID. But it can be mapped to any field from the Contact object.
- Setup mappings for other fields. Enter the MoEngage attribute (these will show up as user attributes on MoEngage) and select a Salesforce Field that the MoEngage attribute needs to be mapped to.
- Click Save.
- Define the identifier between the two systems. For MoEngage, identifier name is Customer ID. But it can be mapped to any field from the Contact object.
Any new contacts created or existing contacts updated will start showing up on your MoEngage dashboard.
Note-
If you are setting is up for the first time, the system will ask you to deploy the trigger on Salesforce. Click Deploy to continue.
Sync historical data
- Click on the "Sync" button against your sync row.
- [Optional] You can change the batch size depending on your Salesforce settings
- Click "Sync Historical Data".
Step 3: View profiles on MoEngage
- Navigate to Segment >> Create segment
- Search for the user via email id or any other identifier. And you will see the data flowing into MoEngage.