Updating Your Salesforce Integration

New Salesforce integration, REST API, deprecated SOAP API, SFDC

Video Guide

 
Salesforce has deprecated its SOAP API, therefore, as of August 1, 2019, we have new Salesforce integration (utilizing the SFDC OAuth 2.0).
If you have a Salesforce sync profile set up prior to the release (August 1, 2019), please follow the below steps. Moving forward, when creating new Salesforce profiles, simply select the 'Salesforce' option from the 'MA/CRM' dropdown field.
 
Pre-requisite: only Company Group Admins have access to MA/CRM Configuration, so contact your company admin if necessary. Lastly, make sure you have Salesforce admin-level access

Updating your Salesforce SOAP Sync Profile to the New Salesforce Integration

1. As a Company Group Admin, log in and select your old Salesforce sync profile. It's MA/CRM field value will state 'Salesforce-SOAP (Deprecated)' as seen in the image below.
Screen Shot 2019-07-31 at 6.08.52 PM
 
2. Next, select the edit button (pencil icon) and select 'Salesforce' from the MA/CRM dropdown
Screen Shot 2019-07-31 at 6.11.48 PM-1
 
3. As long as you are logged in to Salesforce with the same username and password as the selected sync profile, Oauth will automatically validate the connection via the new Salesforce API. You will see a processing alert while the system quickly connects.
Screen Shot 2019-07-31 at 6.12.07 PM
 
4. Once connection processing is complete, Click 'SAVE AND FETCH CRM FIELDS' to save and fetch the sync profile.
 
Screen Shot 2019-07-31 at 6.11.55 PM
 
Great! You've finished setting up your sync profile.
 
NOTE: At this point, you may optionally update your mapped fields and then scroll to the bottom of the page and hit SAVE to store your changed mappings--of course, this is business as usual--your old mappings from the SOAP API are retained.