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Salesforce

Abstract

Connect your Symon.AI and Salesforce accounts to export your data to your Salesforce account.

Connect your Symon.AI and Salesforce accounts to export your data to your Salesforce account. This connection allows Symon.AI to write data to Salesforce.

Set up the connector to be available for use with the Export tool. You only need to set up the connection once. After the connection is set up, Symon.AI can write updates and inserts in Salesforce.

Important

You can import Salesforce read-only data, but Symon.AI cannot update the data in Salesforce on export.

Create the connection

Create the connection between Symon.AI and Salesforce. Generate a new Salesforce connection or use an existing one.

Creating a new connection

  1. In Symon.AI, go to your pipe.

  2. Add the Export tool.

  3. In the Export tool configuration section, click the Connection drop-down.

  4. From the connection drop down, click + New connection.

  5. Create the new Salesforce connection for the export tool.

    1. On the Create a connection page, click Salesforce.

    2. On the Connect to your Database page, enter the connector name. Click Next.

      Note

      If you are not signed into Salesforce, Symon.AI redirects you to the Salesforce website. On the Salesforce website, enter your credentials. Salesforce then redirects you back to Symon.AI.

      The Salesforce connector name now appears in the Connection field.

  6. In your pipe on the Export tool configuration page, find the new connection in the Connection drop-down.

  7. Enter a name for the connection and select the Object name.

  8. Select Apply.

    The data is now available to use in the Export tool. For more information about the tool, see Export results.

Using your existing Salesforce connection

  1. In Symon.AI, go to your pipe.

  2. Add the Export tool.

  3. In the Export tool configuration section, click the Connection drop-down.

  4. Search for and select your existing Salesforce export connection.

  5. Enter a name and select the Object name.

  6. Select Apply.

    The data is available to use in the Export tool. For more information about the tool, see Export results.