Only a CloudShare Account Manager is able to configure or change a Salesforce Integration.

1. From the main menu, click Integrations. The Integrations page will be displayed, showing all the integration modules available for your account.

   Note

   You may need to request access to your selected integration module from your CloudShare Customer Success representative.

2. Click the desired Salesforce module. A configuration panel for that module will appear on the right side of the page.

3. At the top left corner of the panel, click Connect. The Connect to Salesforce Account dialog box will be displayed.

4. Click New authentication. The Create a new authentication dialog box will be displayed:

   

5. Enter the Authentication name for your Salesforce account, or select it from the dropdown list.

6. Select the Salesforce instance that will be used for your integration. We recommend that test your first integration using the Sandbox instance.

7. Click Create. The Salesforce Login dialog will be displayed.

8. Enter the Username and Password for your Salesforce account and click Log In. Salesforce will run its standard connection authentication process.

   When your first-time login succeeds, Salesforce will display an access permissions dialog.

9. Click Allow to enable CloudShare to access your Salesforce account.

   After you access Salesforce, a CloudShare success message indicating that a connection was created for your new integration will appear and the Start Syncing from dialog box will be displayed.

10. In the Select a start date to sync field, use the calendar widget to select the date from which you want to synchronize your CloudShare data with your Salesforce account. CloudShare supports synchronizing data as far back as January 1st of the prior calendar year.

    For example, if you want to sync all related CloudShare data that has been created since the beginning of last month, select the first day of that month in the widget.

    When you have selected a start date, click Next.

11. From the list, choose the CloudShare project that you want to sync with this Salesforce integration and click Next.

12. If asked, select the search criteria to be used according to the Salesforce integration you are creating, for example:

    • Salesforce for Training: Select the search criteria that will be used for synchronizing classes - Ended classes, Started and ended classes, or Selected classes.

    Click Next.

13. Select the data mapping to be used for the Salesforce object according to the Salesforce integration you are creating, as below:

    • Salesforce for Training: Map CloudShare student, class and Environment fields to the desired fields in Salesforce. CloudShare can sync data with Salesforce Contacts, Leads and Custom Objects.

    • Salesforce for Sales Enablement: Map CloudShare prospect, product and Environment fields to the desired fields in Salesforce. CloudShare can sync data with Salesforce Contacts, Leads and Custom Objects.

    • Salesforce for End-User Invitations: Map CloudShare prospect, product and Environment fields to the desired fields in Salesforce. CloudShare can sync data with Salesforce Contacts, Leads and Custom Objects

    Optionally, you can create a custom CloudShare text value that you provide and map it to a selected matching field in Salesforce:

    

    To create a custom mapping field:

    1. Click Add new mapping and enter a unique name in the text box.

    2. Click the Set to button that appears with the new field name. Your new field will be added to the field list.

    3. From the Salesforce fields dropdown on the right, select the desired field to be mapped in Salesforce.

14. When you finish the data mapping, activate the Test checkbox at the bottom of the dialog box. A connection test will be performed with Salesforce in order to validate your integration mapping. When the Test runs successfully, the Next button will be enabled.

    Click Next.

15. From the dropdown menu, choose the sync method you want to use for the Salesforce integration:

    • Update - Synchronization will only update existing Salesforce object data to match its related CloudShare data. If the field does not already exist in Salesforce, it will not be added.

    • Insert and Update - Synchronization will update existing Salesforce object data to match its related CloudShare data, and will add any new CloudShare data produced since the last sync as well.

    • Insert (Displayed for Salesforce Custom Objects only) - Synchronization will always insert the mapped object data to Salesforce. If the field exists in Salesforce, it will be added again, creating duplication. Existing fields are not updated using this sync method.

    Click Next.

16. From the dropdown menu, choose the sync interval you want to use for the Salesforce integration:

    • One Time - Immediate synchronization that will be performed only once.

    • Daily - Synchronization will be performed once a day.

    • Weekly - Synchronization will be performed once a week.

    • Monthly - Synchronization will be performed once a month.

    Click Finish.

    CloudShare displays a success message and your new configuration will be stored.

    A connected icon will appear on an active integration module.

1. From the main menu, click Integrations. The Integrations page will be displayed.

2. Click the Salesforce integration you want to change. The configuration panel for that module will appear on the right side of the page.

3. You can change an existing configuration in the following ways:

   • Pause - Stop integration activities temporarily. You may want to use this option if CloudShare tests or other activities are occurring which you do not want reflected in your data.

     A pause icon will appear on a paused integration module.

   • Resume - Restart integration activities. This option will appear on an integration that has been Paused.

   • Edit - Update the data mapping or synchronization characteristics for your integration. (See Step 10 through Step 16 in the configuration procedure above.

   • Disconnect - Remove the integration. This also will delete any existing mapping and sync characteristics you have previously set.