Synchronize custom object attributes
Overview
In this destination service, DinMo will update attributes in the custom object table, and, optionally, insert new objects.
To do so, you will need to go through these three steps:
Creating a Salesforce destination. Refer to the corresponding section for more info.
Creating a segment or model composed of all the custom objects and their attributes that will be updated in Salesforce.
Activating the model or segment to the Salesforce destination to start sending data. Refer to the corresponding section for more info.
Destination Setup
To start updating Custom Objects with, you are first required to create a Salesforce destination with the corresponding destination service.
When configuring the destination, you are asked to select the custom object you wish to update:
That means you need to set up a separate sync configuration for each custom object you want to sync to.
💡 You can create as many custom objects as you wish direclty in Salesforce. To do so, go to the Object Manager and click on "Create Custom Object":
Activation Configuration
Once the destination has been setup, and your DinMo model created, you can create an activation to start sending data to Salesforce right away.
Synchronization mode
The first thing DinMo'll ask you when setting up a sync to Salesforce is what type of data transfer you want to make:
Insert: Insert mode pushes new custom objects to Salesforce and doesn't update them as they change in your data source.
If an attribute of an object that has already been synchronized has been updated, the object's initial line in Salesforce will not be modified nor deleted. A new line will be created, with old and new information.
Update: Update mode updates fields on existing custom objects in Salesforce. If an object is not recognized in Salesforce, it is not created (and therefore not updated).
Upsert: Upsert mode pushes new custom objects to Salesforce and updates fields that changed in your data source.
This means that when you set up your synchronization, you need to know whether you have new data to add (insert), old data to update (update) or a combination of both (upsert).
Fields mapping
In the Fields mapping section, you are asked to specify the field contained in your DinMo model corresponding to the some identifiers in your Salesforce account.
If you select Upsert or Update mode, the field "ID" is required. It will be used to link the model's records to existing objects.
In this section, you can also add as many attributes mapping as you would like. DinMo will keep the values of all the attributes mapped here up to date (if Upsert or Update modes chosen).
The data type of the field of interest must be the same in DinMo and in Salesforce, otherwise data for this attribute cannot be sent.
💡 DinMo can't create new attributes in your Custom Object table. If needed, you can always create new ones directly in Salesforce, by:
Going to your Object Manager
Going to your Custom Object dedicated page
Clicking on Fields & Relationships, and then New
Scheduling options
Define how frequently your data is sent into Salesforce CRM.
Depending on the activation mode, the behavior of each new synchronization will be different:
Description
At each new synchronization, DinMo will insert new lines for each new object or for an object with new attribute values.
Update mode updates attributes on existing objects in Salesforce.
Upsert mode pushes new objects to Salesforce and updates fields that have changed in your data source since last run.
Use Case
You want to push new objects into Salesforce without needing the data within each object to stay up to date
You want to enrich existing objects in Salesforce (with new attributes/updated ones) without creating any new objects.
You want to push objects into Salesforce and want to keep the data up-to-date.
Warnings
In this section, specify if you want to receive warning for your Salesforce activation.
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