Salesforce Configuration Editor

Introduction

Use the settings on this page to configure Brillium's integration with your Salesforce account.

General Options

Inherit Configuration

If this option is displayed, you may set it to "Yes" to inherit the Salesforce configuration settings from either the master account or a parent account of the active account. Set it to "No" if you would like to specify different settings for the active account.

If you do not see this option displayed, it simply doesn't make sense in the context of the active account.

Inherited Salesforce User Name

If you are inheriting the Salesforce configuration from another account, this is the Salesforce User Name that is being inherited.

If you do not see this option displayed, it simply doesn't make sense in the context of the active account.

Salesforce User Name

Enter the Salesforce User Name you would like to use for integration between Brillium and Salesforce. This is commonly an email address. It can be your own User Name or one specifically configured for integration between Salesforce and other systems.

Salesforce Password

Enter the current password for the Salesforce User Name configured above. If this password is ever changed (or expired) in Salesforce, it will need to be updated here as well or else your integrations between Brillium and Salesforce will fail.

Security Token

Enter the security token issued by Salesforce to enable access to the API. This must be provided for integration to occur between the systems.

Sub-Accounts Inherit Access

Set this to "Yes" if you would like sub-accounts of the active account to be able to inherit the authentication fields above, instead of having to supply their own. Set this to "No" if sub-accounts should not be able to inherit these credentials and should provide their own.

Integration Options

Attach Results As

When results are sent from Brillium to Salesforce, you can choose one of these object types they are attached as.

Choose "Salesforce Contact Task Activity (native)" to attach the result as a native Task Activity object type within Salesforce. Results will be shown in the "Activity History" section of the Contact record, if shown.

Choose "Salesforce Contact Event Activity (native)" to attach the result as a native Event Activity object type within Salesforce. Results will be shown in the "Activity History" section of the Contact record, if shown.

Choose "Salesforce Contact Note (native)" to attach the result as a native Note object type within Salesforce. Results will be shown in the "Notes" section of the Contact record, if shown.

Create Missing Contacts?

If the Contact record does not exist in Salesforce (or the email address cannot be located on an existing contact), you can choose how Brillium will handle those results. Choose "Yes" for this setting to have Brillium generate the Contact record within Salesforce automatically for you. The new Contact record will be associated with the Account record specified below. If you do not want Brillium to automatically create a Contact record for you, choose "No" for this setting. In this case, Brillium will not send the results into Salesforce at all.

Default Salesforce Account ID

Enter the Salesforce ID of the Account that system-generated Contact records should be assigned to upon creation. If Brillium creates a Contact because the option above is set to "Yes", this is the Account those contacts will be assigned to. You can later move them to a different account using Salesforce's standard interface.

We recommend you set up a new Account in Salesforce called "Unassigned Contacts" or something similar, get that Salesforce ID (see below), and provide that ID here. Then, you may wish to periodically look in that Account using Salesforce and move the Contacts there into their proper Accounts.

Discovering an Account's Salesforce ID

  1. Sign into Salesforce with a User Name that has access to the Account.
  2. Locate the Account record you wish to discover the ID for, and go to the detail page for that Account.
  3. Look in the address bar of your browser and you should see a URL similar to the following:
    https://mycompany.my.salesforce.com/001a000002Jovmw
  4. The Salesforce ID is the string directly after the final slash ("/").  In the example above, the Salesforce ID is "001a000002Jovmw".
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