Salesforce Integration

Sync marketplace data with Salesforce CRM for unified sales operations.

Overview

The Automatum-Salesforce integration enables bi-directional synchronization of customers, opportunities, and contract data between your cloud marketplace operations and Salesforce CRM.

Features

Customer Sync: Automatically sync marketplace customers to Salesforce Accounts
Opportunity Tracking: Create and update opportunities from private offers
Contract Management: Sync entitlements to Salesforce Contracts
Revenue Reporting: Flow marketplace revenue into Salesforce reports
Activity Logging: Track all marketplace interactions in Salesforce

Prerequisites

Before setting up the integration:

Salesforce account with API access
Admin or integration permissions in Salesforce
Automatum Professional or Enterprise plan
API enabled in Salesforce org

Setup

Step 1: Connect Salesforce

Navigate to Settings > Integrations > Salesforce
Click Connect Salesforce
Log in to your Salesforce org
Authorize Automatum to access Salesforce
Grant required permissions

Step 2: Configure OAuth

Production Environment:

Redirects to login.salesforce.com

Sandbox Environment:

Redirects to test.salesforce.com
Select "Sandbox" in connection settings

Step 3: Map Fields

Configure field mappings between Automatum and Salesforce:

Customer → Account Mapping:

Automatum Field	Salesforce Field	Sync Direction
Customer Name	Account Name	Bi-directional
AWS Account ID	Custom: AWS_Account_ID__c	Automatum → SF
Azure Tenant ID	Custom: Azure_Tenant_ID__c	Automatum → SF
Industry	Industry	Bi-directional
Website	Website	Bi-directional

Private Offer → Opportunity Mapping:

Automatum Field	Salesforce Field	Sync Direction
Offer Name	Opportunity Name	Automatum → SF
Offer Value	Amount	Automatum → SF
Status	Stage	Bi-directional
Close Date	Close Date	Automatum → SF
Vendor	Custom: Marketplace__c	Automatum → SF

Step 4: Create Custom Fields

Create these custom fields in Salesforce:

On Account Object:

AWS_Account_ID__c (Text, 12 chars)
Azure_Tenant_ID__c (Text, 36 chars)
Marketplace_Customer_ID__c (Text, 50 chars)
Marketplace_Source__c (Picklist: AWS, Azure)

On Opportunity Object:

Marketplace__c (Picklist: AWS, Azure)
Private_Offer_ID__c (Text, 50 chars)
Contract_Duration__c (Number)
Marketplace_Status__c (Picklist)

On Contract Object:

Entitlement_ID__c (Text, 50 chars)
Marketplace_Product__c (Text, 255 chars)
Usage_Based__c (Checkbox)

Step 5: Configure Sync Settings

Sync Frequency:

Real-time (recommended)
Hourly
Daily

Sync Direction:

Automatum → Salesforce only
Bi-directional
Salesforce → Automatum only

Conflict Resolution:

Automatum wins
Salesforce wins
Most recent wins

Data Synchronization

Customer Sync

When a new marketplace customer is created:

Automatum checks for existing Account by email/AWS ID/Azure ID
If found: Updates existing Account
If not found: Creates new Account
Links Automatum customer to Salesforce Account

Matching Rules:

json

{
  "matchingFields": [
    "AWS_Account_ID__c",
    "Azure_Tenant_ID__c",
    "Email"
  ],
  "matchOrder": "first_match",
  "createIfNoMatch": true
}

Opportunity Sync

Private offers sync to Opportunities:

Stage Mapping:

Automatum Status	Salesforce Stage
Created	Prospecting
Email Sent	Qualification
Email Seen	Proposal
Accepted	Closed Won
Expired	Closed Lost
Cancelled	Closed Lost

Auto-Create Opportunity:

json

{
  "trigger": "private_offer.created",
  "action": "create_opportunity",
  "mapping": {
    "Name": "{{productName}} - {{customerName}}",
    "Amount": "{{offerValue}}",
    "CloseDate": "{{expirationDate}}",
    "StageName": "Prospecting"
  }
}

Contract Sync

Entitlements sync to Salesforce Contracts:

On Offer Acceptance:

Opportunity updated to "Closed Won"
Contract created in Salesforce
Contract linked to Account and Opportunity

Contract Fields:

json

{
  "AccountId": "{{salesforceAccountId}}",
  "StartDate": "{{contractStartDate}}",
  "EndDate": "{{contractEndDate}}",
  "ContractTerm": "{{durationMonths}}",
  "Status": "Activated",
  "Entitlement_ID__c": "{{entitlementId}}"
}

Automation Rules

Workflow Automation

Create rules to automate actions:

Example: High-Value Deal Alert

json

{
  "name": "High Value Deal Notification",
  "trigger": {
    "event": "private_offer.accepted",
    "conditions": [
      { "field": "value", "operator": "greater_than", "value": 100000 }
    ]
  },
  "actions": [
    {
      "type": "salesforce_task",
      "assignTo": "Account Owner",
      "subject": "High-Value Deal Closed: {{customerName}}",
      "dueDate": "+1 day"
    },
    {
      "type": "salesforce_chatter",
      "group": "Deal_Announcements",
      "message": "🎉 ${{offerValue}} deal closed with {{customerName}}!"
    }
  ]
}

Assignment Rules

Auto-assign marketplace customers to sales reps:

By Territory:

json

{
  "rules": [
    {
      "condition": { "field": "country", "value": "US" },
      "assignTo": "US_Sales_Queue"
    },
    {
      "condition": { "field": "country", "value": "EU" },
      "assignTo": "EMEA_Sales_Queue"
    }
  ]
}

By Deal Size:

json

{
  "rules": [
    {
      "condition": { "field": "value", "operator": ">=", "value": 100000 },
      "assignTo": "Enterprise_Team"
    },
    {
      "condition": { "field": "value", "operator": "<", "value": 100000 },
      "assignTo": "Commercial_Team"
    }
  ]
}

Activity Logging

Tracked Activities

Activities logged to Salesforce:

Activity	Salesforce Object	Details
Offer created	Task	Subject, due date, notes
Email sent	Email Message	Recipients, subject, body
Email opened	Task	Timestamp, tracking
Offer accepted	Event	Close date, value
Contract renewal	Task	Renewal date, value

Activity Settings

Configure activity logging:

json

{
  "logActivities": true,
  "activityTypes": [
    "private_offer.created",
    "private_offer.sent",
    "private_offer.viewed",
    "private_offer.accepted"
  ],
  "assignTo": "Account Owner",
  "defaultTaskStatus": "Completed"
}

Reports & Dashboards

Available Reports

Pre-built reports for Salesforce:

Marketplace Revenue Report
- Revenue by marketplace (AWS/Azure)
- Revenue by product
- Revenue by sales rep
Private Offer Pipeline
- Offers by stage
- Conversion rates
- Average deal size
Customer Health
- Usage trends
- Renewal rates
- At-risk customers

Create Custom Reports

Build reports using synced data:

Go to Salesforce Reports
Select report type (Opportunities, Accounts, etc.)
Filter by Marketplace__c field
Add relevant fields
Save and schedule

Dashboard Components

Add marketplace data to dashboards:

Marketplace pipeline chart
Revenue by cloud platform
Offer acceptance rate
Contract renewal forecast

Troubleshooting

Sync Issues

Records not syncing:

Check connection status in Settings
Verify API limits not exceeded
Review sync logs for errors
Check field mapping configuration

Duplicate records:

Review matching rules
Adjust duplicate management settings
Enable deduplication

Permission Errors

"Insufficient privileges" error:

Verify Salesforce user has API access
Check object-level permissions
Review field-level security
Reconnect with admin user

Data Mismatch

Values not matching:

Check field mapping
Verify data types match
Review transformation rules
Check sync direction settings

API Access

Query Salesforce Data

bash

GET /api/integrations/salesforce/query
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "query": "SELECT Id, Name, Amount FROM Opportunity WHERE Marketplace__c = 'AWS'"
}

Trigger Manual Sync

bash

POST /api/integrations/salesforce/sync
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "objectType": "customer",
  "customerId": "cust_123",
  "direction": "to_salesforce"
}

Security

Data Access

Automatum accesses:

Accounts (read/write)
Opportunities (read/write)
Contracts (read/write)
Tasks (create)
Custom objects (as configured)

Permission Sets

Create dedicated permission set:

API Enabled
Object access for synced objects
Field access for mapped fields

Token Management

OAuth tokens stored encrypted
Automatic token refresh
Revoke access anytime in Settings

Best Practices

Test in sandbox first - Validate before production
Clean data regularly - Remove duplicates
Monitor sync logs - Catch issues early
Train your team - Ensure adoption
Review mappings quarterly - Update as needed

Next Steps

Need Help?

Contact support@automatum.io for Salesforce integration assistance.

Salesforce Integration ​

Overview ​

Features ​

Prerequisites ​

Setup ​

Step 1: Connect Salesforce ​

Step 2: Configure OAuth ​

Step 3: Map Fields ​

Step 4: Create Custom Fields ​

Step 5: Configure Sync Settings ​

Data Synchronization ​

Customer Sync ​

Opportunity Sync ​

Contract Sync ​

Automation Rules ​

Workflow Automation ​

Assignment Rules ​

Activity Logging ​

Tracked Activities ​

Activity Settings ​

Reports & Dashboards ​

Available Reports ​

Create Custom Reports ​

Dashboard Components ​

Troubleshooting ​

Sync Issues ​

Permission Errors ​

Data Mismatch ​

API Access ​

Query Salesforce Data ​

Trigger Manual Sync ​

Security ​

Data Access ​

Permission Sets ​

Token Management ​

Best Practices ​

Next Steps ​

Need Help? ​

Salesforce Integration

Overview

Features

Prerequisites

Setup

Step 1: Connect Salesforce

Step 2: Configure OAuth

Step 3: Map Fields

Step 4: Create Custom Fields

Step 5: Configure Sync Settings

Data Synchronization

Customer Sync

Opportunity Sync

Contract Sync

Automation Rules

Workflow Automation

Assignment Rules

Activity Logging

Tracked Activities

Activity Settings

Reports & Dashboards

Available Reports

Create Custom Reports

Dashboard Components

Troubleshooting

Sync Issues

Permission Errors

Data Mismatch

API Access

Query Salesforce Data

Trigger Manual Sync

Security

Data Access

Permission Sets

Token Management

Best Practices

Next Steps

Need Help?