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Salesforce Integration

Connect BuildBetter with Salesforce to automatically sync customer data, activities, and insights between platforms.

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Features

  • Bi-directional Sync: Keep data current in both systems
  • Activity Logging: Automatically log calls and meetings
  • Contact Management: Sync contacts and accounts
  • Custom Field Mapping: Configure field mappings
  • Automated Updates: Real-time data synchronization

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Setup Guide

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Prerequisites

  1. Salesforce Requirements:

    • Enterprise, Unlimited, or Professional edition
    • API access enabled
    • System Administrator profile
    • API credits available

  2. BuildBetter Requirements:

    • Active BuildBetter account
    • Admin privileges
    • CRM integration enabled

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Installation Steps

  1. Connect Salesforce

    • Go to Settings > Integrations in BuildBetter
    • Select Salesforce
    • Authorize with your Salesforce admin account
    • Grant necessary permissions

  2. Configure Mapping

    • Set up object mappings
    • Configure field mappings
    • Set sync rules
    • Define update triggers

  3. Test Integration

    • Create test records
    • Verify bi-directional sync
    • Check activity logging
    • Test custom fields

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Usage

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Data Synchronization

Automatically sync:

  • Contacts and Accounts
  • Opportunities and Deals
  • Activities and Tasks
  • Custom Objects

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Activity Logging

BuildBetter automatically logs:

  • Calls and Meetings
  • Transcripts and Summaries
  • Action Items
  • Follow-ups

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Advanced Features

  • Custom Field Mapping: Map any BuildBetter field to Salesforce
  • Workflow Automation: Trigger Salesforce workflows
  • Reporting Integration: Sync analytics and insights
  • Team Alignment: Share data across teams

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Permissions

Required Salesforce permissions:

  • API access
  • Object access (Contacts, Accounts, etc.)
  • Custom field creation
  • Activity logging

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Troubleshooting

Common issues and solutions:

  1. Sync Issues

    • Check API limits
    • Verify field mappings
    • Confirm permissions
    • Check for validation rules

  2. Missing Data

    • Verify field mappings
    • Check sync rules
    • Confirm object access
    • Review error logs

  3. Performance Issues

    • Monitor API usage
    • Optimize sync frequency
    • Review batch sizes
    • Check for triggers

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Security

  • OAuth 2.0 authentication
  • Encrypted data transfer
  • Field-level security
  • Audit logging

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Resources

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Support

Need help? Contact us: