Using the Salesforce Integration

VoterVoice allows you to easily integrate with Salesforce, giving you the ability to sync your Salesforce Contact Records with your VoterVoice Contact Database in just a few steps.  

• What Is Salesforce?
• How does the Salesforce + VoterVoice integration work?
• How do I integrate Salesforce + VoterVoice?

What Is Salesforce?

Salesforce offers a suite of tools to help with Customer Relationship Management (CRM), and it is one of the most popular CRMs on the market. Learn more here: http://www.salesforce.com

How does the Salesforce + VoterVoice integration work?

High Level:

• The sync is one-way, which allows for contact data to flow from Salesforce Contacts to VoterVoice Contacts
• It works best if you start with an empty database in VoterVoice and sync over Salesforce contacts, as this will allow for updates in Salesforce to map to VoterVoice contacts and have their unique IDs intact. 
• You sync the data by mapping fields, which can include Standard Fields (EX: First Name, Last Name, Email, etc), as well as, Custom Fields.
• If a contact ever updates their own information on the VoterVoice form, that will override any changes made in Salesforce.

• There are five steps to complete the integration: 

  Access > Authorization > Field Mappings > Pull Schedule > Pull History

What you will need:

• An Advanced Package account with VoterVoice. If you are unsure what package you have, email your account manager.
• A valid Salesforce account with access to the Web services API.

How do I integrate Salesforce + VoterVoice?

Integrating Salesforce with your VoterVoice account is easy and just takes a few moments. Follow the five steps below to complete the integration.

1) Access. 

Let our support team know that you want to integrate your Salesforce account with your VoterVoice account and they will turn on the integration on the backend. Once your access is turned on, you will see "Salesforce" as an option under the people menu.

2) Authorization.

Now that you have Salesforce enabled on your account, you will need to enter the credentials of someone with Admin access to the records you want to sync over to VoterVoice. 

When you click on the Authorize button, you will see a pop up appear on your screen that asks for VoterVoice to have permission to access your Salesforce information. 

We only request access to what we absolutely need in order to make the integration work. It's important to note that this authorization can be revoked at any time. 

Once you click "Allow," you will be able to move onto the next screen.

3) Field Mappings

Now that you have authorized VoterVoice to access your Salesforce account, you can map data from Salesforce to VoterVoice.

At the top, you will see two options:

Choose Group List To Sync: If you have more than one list of contacts in VoterVoice, you can choose from a dropdown. It is more than likely that you have one option here, the "Default List," which is your main VoterVoice database. 

Choose Contact ID Mapping: Contacts in Salesforce have a unique identifier ("Contact ID") that will carry over to VoterVoice once the sync is turned on. 

From there, you map the Salesforce fields to fields within VoterVoice. Simply drag and drop the data on the right side OR select from the dropdown from the data we gather from the Salesforce Contact and apply it to the information on the left side, which is the information contained on VoterVoice contact records.

This is the most important part of the integration, as this decides what data comes over from your Salesforce instance. 

It's important to note that if you are using Custom Fields from Salesforce, you must first create those custom fields in VoterVoice before implementing the integration.

4) Pull Schedule

After your Salesforce fields have been mapped to VoterVoice contact records, you can set a schedule for how often we pull information from Salesforce and update VoterVoice contacts.  You can schedule data to be pulled from Salesforce into VoterVoice automatically on a weekly or monthly basis.

When the data comes from Salesforce, it works similar to a normal upload of contacts, where new records get added, existing records get updated. In addition, all field data from Salesforce comes through and overwrites what is in VoterVoice based on the mapping setup in Step 3, except for if a contact has updated the data themselves using a VoterVoice form. In that case, the user-generated data will override any updates made from Salesforce.

Similar to the upload tool, registered user core data (like names, emails, addresses) do not get touched; registered user data takes precedence. 

5) Pull History

Now that you have set your schedule for how often data will funnel from Salesforce to VoterVoice, you can see a history of Salesforce data syncing over to VoterVoice. More importantly, you can see if the syncs were successful or not.

Lastly, you have the option of syncing data over, in real-time, whenever you'd like, by clicking "Update Now" at the bottom of the page. Clicking this button will trigger a sync that will move data from Salesforce over to VoterVoice in case you need data to sync faster than your scheduled time. 

Once you have completed these five steps, you are done and have officially integrated your Salesforce account with VoterVoice.

If you ever want to make changes or sync over new data, simple click on "Salesforce" under the People menu. Once there, you can update field mappings, sync over data in real-time, and much more!