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Salesforce Writeback Connector

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Version 4

 

Intro

Salesforce is a cloud-based platform for customer relationship management. Use Domo's Salesforce Writeback connector to export your data from a Domo DataSet to your Salesforce account. 

To learn more about the Salesforce API, visit any of the following:

You can push DataSet data to Salesforce in the Data Center. This topic discusses the fields and menus that are specific to the Salesforce Writeback connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To configure this connector, you must have a Domo Client ID and Client Secret. To obtain these credentials, do the following:

  1. Log into your Domo developer account at https://developer.domo.com/login. 

  2. Create a new client. 

  3. Select the desired data and user application scope.

  4. Click Create.

Configuring the Connection

This section enumerates the options in the Credentials pane in the Salesforce Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Domo developer account. The following table describes what is needed for each field:  

Field

Description
Salesforce Environment Select the desired Salesforce environment.

Domo Client ID

Enter your Domo client ID.

Domo Client Secret

Enter your Domo client secret.

After you connect, you are taken to the Salesforce OAuth screen where you are prompted to enter your Salesforce username and password. 

Once you have entered valid credentials, you can use the same account any time you go to create a new Salesforce Writeback connection. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains four sections for selecting and configuring the data you want to send to Salesforce. 

Writeback Type

Here, you can choose whether you want to insert data from a Domo DataSet into a) an existing Salesforce table, or b) a new table. If you select the first option, your Salesforce objects are populated automatically in the Salesforce Setup section of the Details pane and you can choose the one you want to push data to. If you select the second option, you are prompted to define the Salesforce object in the Salesforce Setup section of the Details pane. 

Domo DataSet

Enter the DataSet ID (GUID) for the DataSet you want to copy to Salesforce. You can find the ID by opening the details view for the DataSet in the Data Center and looking at the portion of the URL following datasources/. For example, in the URL https://mycompany.domo.com/datasources/845305d8-da3d-4107-a9d6-13ef3f86d4a4/details/overview, the DataSet ID is 845305d8-da3d-4107-a9d6-13ef3f86d4a4.

Note: The Salesforce Writeback Connector looks for a _BATCH_ID_ column. If this column is present in the input DataSet, the Connector will keep track of the highest _BATCH_ID_ in the source DataSet to keep track of the data already written to Salesforce. For the next run the Connector will only write rows with a _BATCH_ID_ higher than the one recorded on previous runs. This is to avoid writing duplicate data to Salesforce. If the _BATCH_ID_ column is not present in the source DataSet, all the data will be written to Salesforce every time the Connector runs.

Salesforce Setup

If you selected Insert Data in Existing Table in the Writeback Type section, your Salesforce objects appear here automatically and you can choose the one you want to push data to. If you selected Insert Data in New Table in the Writeback Type section, you are prompted to enter the following here:

  • The Salesforce internal object name (without spaces)

  • An object label (display label) for the new Salesforce object

  • A plural display label for the new Salesforce object

Configuration Mapping

Here, you will match columns from your Domo DataSet with the desired Salesforce field. 

For required Salesforce fields, select the correct DataSet column.

For optional fields, match the desired Salesforce fields and DataSet columns. 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.