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.
To configure this connector, you must have a Domo Client ID and Client Secret. To obtain these credentials, do the following:
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.
This pane contains fields for entering credentials to connect to your Domo developer account. The following table describes what is needed for each field:
|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.
This pane contains four sections for selecting and configuring the data you want to send to Salesforce.
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.
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.
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
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.