Our Default Salesforce integration is a great way to connect your customer data into Planhat quickly, efficiently and in an automated fashion for one-to-one object relationship.
However, with our extended SFDC custom mapping integration you are able to create flexible custom maps between data in SFDC and Planhat, including ability to set up extension objects, opportunities, etc. This means that you can map multiple objects to one object in Planhat.
📝 Use case: Your information relevant to your customer sits on both Account and Account Extension objects and you need it all in Planhat. Now you can sync both objects bi-directionally or one-way by simply adding additional mapping to our Company object.
📌 Important to note: Our extended SFDC integration feature is not by default part of every customer's plan so please reach out to your CSM with any questions.
So, how does it work?
Very similarly to our basic SFDC integration of one-to-one objects (Company <-> Account, Tickets <-> Cases, Opportunities <-> Licenses & NRR, etc), but now you can add on new sections and refer back to already used objects such as Company, Contact, Opportunity, etc.
Click on Add New Section
Decide to which Object in Planhat you would like to map the Object in SFDC.
📝 Use case: In our example below we are looking to map non closed-won opportunities to Planhat's Opportunities object.
Select any system or custom fields you'd like to map over and you're all set!
🎉 Exciting improvements to the process and things to note:
Fields (both System and Custom) in Planhat are in a drop down menu - no more typing them out
We eliminated the need to specify the field type to ensure correct match between Salesforce and Planhat
With extended objects mapping you do not have to click on the "SAVE" button anymore, now everything saves automatically
You can run a "Fetch" or "Push" on each individual object
Even though the basic functionality of our integration has not changed yet to accommodate all the new changes above, rest assured that we are working hard to align everything and ensure a smooth experience across the entire integration page.
📚 Read more: