Integration 

Scope 

Context	Support status
Sync MoEngage Campaign interaction events to Salesforce as Activities.	Supported
Sync MoEngage Campaign interaction events to Salesforce as a Standard or Customer Salesforce objects.	Supported
Support for all standard salesforce fields- String, DateTime, Numeric, Formula fields.	Supported

Steps 

1. Setup streams on MoEngage 

1. Navigate to MoEngage App Marketplace >> Salesforce CRM 
2. Click Integrate.
3. Add details of your Salesforce account (Secret ID, Secret Key)
4. Add the user attributes and events that you want to send to Salesforce 
5. Click Connect 

2. Setup sync on MoEngage app in Salesforce 

The sync consists of following steps: 

1. Connections- Connections is the authorisation to your MoEngage workspace. You can connect multiple MoEngage workspace to a single Salesforce instance. 
2. Syncs - Sync is job that runs in real time to send the specific data between the two systems. 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 

1. Click Connections >> Add New Connection
2. Enter your MoEngage workspace details 
   

          3. Click Save.

Step 2: Setup a sync

For this document, we will focus on this example - Sync MoEngage Campaign Interaction Events to Salesforce as Activities. You can follow the similar process for Salesforce object. 

Sync MoEngage Campaign Interaction Events to Salesforce as Activities 

1. Click Map Fields.
   
2.  Click Add new sync 
   
3. Enter basic sync details   
   
4. Click Next 
5. Configure data mapping between the two systems 
   1. Define the identifier between the two systems. For MoEngage, identifier name is Customer ID. But it can be mapped to any field from the Activity object. 
   2. Setup mappings for other fields.
      Enter the MoEngage attribute (these are passed in MoEngage streams data) and select a Salesforce Field that the MoEngage attribute needs to be mapped to. 
      
      Note that- there are some mandatory fields associated to an Activity in Salesforce. However, these do not appear on the mapping page under the mapping section. You need to manually add these here. Refer to the FAQ section for more details 
   3. Click Save

       

Mapping user attributes to Salesforce fields

While enabling streams on the MoEngage App-Marketplace, it allows you to select the user attributes that needs to synced to Salesforce. These attributes can be accessed within the mapping using

user_attributes.{user_attribute_name}

This can then be mapped to any field in Salesforce. 

Step 3: View activities on Salesforce 

You can go to a contact and see all the activities sent via MoEngage 

FAQs

Q. Some of the standard salesforce fields are not getting updates?   

Ans. Some of the salesforce fields are not writable, such as MailingAddress, BillingAddress, or Location-type fields. Instead, you can map to the individual components of these fields, such as Mailing country, city, Billing country, street, latitude, and longitude. 

Q. Why some of the mandatory fields (on standard salesforce objects like Activities/Events, Tasks, and Account) are not visible during mapping?   

Ans. In certain situations, mandatory fields for standard objects may not be displayed in the visible "Mandatory" section. If the fields do not appear, please ensure that the respective field are marked in the "Others" section of the mapping page.