Synchronize object attributes

Overview

In this destination service, DinMo will update attributes in the object table, and, optionally, insert new objects.

Standard Objects correspond to Account, Case, Contact, Contract or Lead in Salesforce.

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 standard objects and their attributes that will be updated in Salesforce.

  • If you want to update Contacts or Leads: use a user model/segment

  • If you want to update Account, Case or Contract: use a custom model/segment

  • 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 standard 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 standard object you wish to update:

Standard Object selected: Contract

That means you need to set up a separate sync configuration for each object you want to sync to.

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.

Learn how to activate a segment in our step-by-step tutorial

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 objects to Salesforce and doesn't update them as they change in your data source.

  • Update: Update mode updates fields on existing objects in Salesforce. If an object is not recognized in Salesforce, it is not created (and therefore not updated).

  • Upsert: Upsert mode pushes new 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.

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).

Salesforce fields mapping

💡 DinMo can't create new attributes. If needed, you can always create new ones directly in Salesforce, by clicking on the gear icon in the top right:

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:

Insert mode
Update mode
Upsert mode

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.

Consult the specific section to learn more about sync warnings.

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