2.1 Contact synchronization
This article explains the mapping and synchronization of the "Contact" object between Salesforce and Jobrock and how to verify a correct configuration.
| IN THIS ARTICLE |
|---|
| Sync record apex class |
| Contact mapping |
| Contact field synchronization options |
| Data & GDPR |
| Verification & validation |
Sync record apex class
| Parameters | Value | Required? |
|---|---|---|
| Action Name | Sync Records | Required |
| Apex Class | Sync Records | Required |
| JR Object Type | Contact | Required |
| RecordId | Record id | Required |
| Client Code | For multi-brands | Required in case of multi-brand clients |
Contact mapping
To get started with the Salesforce Contact object mapping, follow the steps below:
Step 1: Log in with Jobrock admin user
Go to accounts.jobrock.com and log in with the admin user, received from Jobrock.
Step 2: Go to Contact object settings
Navigate to Admin -> Integrations -> ATS -> ATS object (step 4) -> Contact
Step 3: Select Contact ATS Object name
Select Contact from the ATS Object name drop-down to map the correct Salesforce object against the Jobrock contact object.
Step 4: Select ATS field names
Select from the Salesforce column "Field name" the corresponding Salesforce field for each (required) Jobrock field name.
Step 5: Add new custom field(s) - Optional
Click the Add field button to add extra custom fields.
Step 6: Save your configuration
Click the Save button to save the created contact mapping correctly.
Contact field synchronization options
There are 5 mandatory fields that have to be configured in the mapping of the contact object. These fields are marked with a red star in the mapping window.
- Ats Contact iD
- First Name
- Last Name
- Phone
Additionally, there are 4 different synchronization options to choose from. This can be configured under the "Sync direction" column.
A. Sync to Jobrock (pull from Salesforce)
B. Sync to Salesforce (push to Salesforce)
C. Sync Jobrock AND Salesforce (push AND pull)
D. Sync disabled
A. Sync to Jobrock (pull from Salesforce)
This one-way sync direction is required for Jobrock to pull information from Salesforce. For fields that have this sync direction, Jobrock will be able to pull a value for this field from Salesforce and use it.
Example: If you want to use the first name of a contact in a Jobrock automation or appointment invite in order to personalize the communication towards the contact, Jobrock needs to be able to pull this data from Salesforce.
B. Sync to Salesforce (push to Salesforce)
This one-way sync direction is required for Jobrocto to push information toward Salesforce. For fields that have this sync direction, Jobrock will be able to push a value for this field to Salesforce.
Example: If you use a Jobrock automation to gather information from a contact (date of birth, diploma, drivers license, etc.) , Jobrock needs to be able to push the answers of the contact towards Salesforce and update the corresponding fields of the contact object.
C. Sync Jobrock AND Salesforce (push AND pull)
This two-way sync direction enables both of the above "push" AND "pull" options. For fields that have this sync direction, Jobrock will be able to push AND pull values from and towards Salesforce.
D. Sync disabled
If the "Disabled" sync direction is selected, there won't be any synchronization of data between Jobrock and Salesforce possible.
Sync directions for mandatory contact fields
For the mandatory contact fields, the sync direction should be set to either "Pull from standard Salesforce" or "Push & Pull".
Data & GDPR
When activating the "Pull from standard Salesforce" or "Push & Pull" sync direction in Jobrock, the data of contacts is never stored within the Jobrock system. Instead, Jobrock retrieves the data solely from the live API call, ensuring that there's no need to store data in the JR database.
Verification & validation
To ensure that the contact object is synchronized correctly between Salesforce and Jobrock the mapping needs to be tested. Follow the steps below to verify and validate the mapping:
Step 1: Go to Contact object settings
Navigate to Admin -> Integrations -> ATS -> ATS object (step 4) -> Contact
Step 2: Test the mapping
Click on the Test mapping button, which will open a pop-up.
Step 3: Paste Salesforce contact ID
Paste a Salesforce contact ID (for example a test contact) in the field. A Salesforce contact ID can be found in the Salesforce URL of an open contact.
Step 4: Verify the mapping
Click the Verify button. Jobrock will now pull all details from this contact.
Step 5: Validate the contact fields
Check whether all the expected and mapped fields are showing values for the contact as it is showing in Salesforce.
NOTE: To verify that the mapping is correct, make changes to a field in the test contact in Salesforce, and repeat steps 4 and 5. Once the changes are reflected in Jobrock, the mapping is confirmed to be correct.
Once the basic contact fields have been successfully mapped and validated triggering the following events on a contact should be possible:
- Mapped fields of Salesforce contacts will be updated by Jobrock automation answers.
- Automation or appointment communication templates can successfully use contact data like the contact's first name.
4.1 Validate mapping in Salesforce
To confirm that the contact mapping between Salesforce and Jobrock is correctly configured, check the Jobrock set-up page in Salesforce.
Verify whether the "Contacts" box shows a green check mark. This indicates that the setup was successful.
NOTE: If the green check mark is not showing, review the mapping configuration to identify any errors or missing information.