This page describes how to use Census with Salesforce.
In this guide, we will show you how to connect Salesforce to Census and create your first sync.
- Have your Salesforce account ready.
Census connects to your Salesforce instance through a standard OAuth connection to an individual user account. We recommend using a stand-alone account specifically for Census (often called a Service Account) so you can see Census updates in your audit history. Census primarily uses the Salesforce Bulk API to sync data to Salesforce in the most API quota-efficient way possible.
The Census Service Account will need at least these permissions in order to connect successfully:
- "API Enabled" must be checked
- "Session Security Level Required at Login" must be "None"
- Further details: Salesforce blocks some API access when the High Assurance on Session security level required at login setting is used on user Profiles. This will prevent Census from accessing your Salesforce instance. See Salesforce documentation on how to disable this for your Profile (Strangely, this can be enabled/disabled per user and seems to have no effect on the API. Only the profile-level setting causes issues).
The objects and fields accessible to Census are all determined by the user account you use when connecting Census to your Salesforce instance. Census will have the same access as the user, so if fields are read-only or hidden for that user, they will be to Census. In general, you should give Census "Read", "Create", "Edit", and "Delete" access to all the objects you'd like to manage via Census.
Census supports Salesforce Sandbox instances as well. Note that Sandboxes have their own set of user accounts and you may need to create a new account for Census to replicate permissions. Any time a sandbox is refreshed from production, the account will need to be recreated and the Census link re-authorized.
Understanding identifiers on your source and destination objects is one of the most important decisions when creating a new sync in Census. Salesforce in particular makes the process very flexible, but all the options can also get confusing. This article will guide you through the process of creating and selecting identifiers on your Salesforce objects.
By default, every Salesforce object has an ID field. This ID is automatically generated and assigned whenever a new record is created, and can't be changed. This means the ID is completely under Salesforce's control. Census (nor anyone else really!) cannot set or update that ID.
Census can use the Salesforce ID field for Update Only syncs, but it cannot be used for Update or Create, or Create Only syncs.
Default Salesforce objects may have other fields available as identifiers for syncs. For example, the Contact object has an Email field that can be used as an identifier as well. Note: The values in the Salesforce Email field are not required to be unique, which means Census may have trouble identifying which Salesforce record to update if two records have the same email. For this reason, we recommend you try to use an Unique External Identifier field whenever possible.
This is the most reliable choice for identifiers on Salesforce objects, particularly for an Update or Create sync. This will ensure no records with duplicate IDs can be created. If you've already got a field like this, you can skip over the setup instructions, but take a look at the advice on reusing existing external ID fields below.
Before you start: You're going to need Salesforce admin permissions to edit your Salesforce objects. If you don't have that permission, ask your Salesforce admin.
Here's how to add a new External ID to your Salesforce Object:
- 1.In Salesforce, go to Setup, open the Object Manager, and click on the Salesforce object you want to sync to.
- 2.Select Fields & Relationships and press the New button in the top right.
- 3.Select the type of field. You'll want to stick to the Text, Email, or Number types as most others cannot be made into an External ID in the next step.
- 4.Define your new ID field. The important part is that you check External ID AND Unique. You can choose between case sensitive and case insensitive.
- Unique is strongly recommended. Without it, two records may have the same identifier value and Census can't ensure we're updating the correct record.
- Case insensitive is a safer choice if you're ever going to have humans inputting values (such as an email address), but could in rare cases introduce a problem with computer-generated identifiers.
- 5.Continue through the field creation process and hit Save.
- 6.The field should now appear as an option in Census when creating a new sync. You may need to hit the Refresh button next to the menu if we haven't updated metadata since you created the new field.
If you're planning to create a Multi-destination sync to both Lead & Contact or Lead & Account, you'll need to do two more steps.
- 1.First, make sure you've created the same External ID on both the Lead and the Contact or Account.
- 2.Then, return to Lead in the Object Manager. Once again in Fields & Relationships and press the Map Lead Fields button in the top right. This UI will let you associate fields across a converted Lead. Create a mapping between your two external IDs and you're done!
If your object already has an identifier field, you're in great shape! One thing to double-check before using it for a sync is to make sure all the Salesforce records that should have an ID in that field actually do. If you've got an external ID field created but very few of the records that have an ID actually do, you'll want to make sure you fill that field first before creating a sync, otherwise Census won't know those records exist and will end up creating duplicates.
If this sounds like your situation, you have a couple of options. You may choose to do all of them!
- Manually go through your Salesforce records and fill in the missing ID values by hand.
- Create a separate ID population sync in Census. This sync would be Update Only and typically requires creating a Census model that uses SQL to do some fuzzy matching on other properties such as the name of Salesforce records to fill the ID field.
- Create your new sync anyway and let it create duplicates in Salesforce. Then use Salesforce's deduplication workflow to merge the duplicated objects together, making sure to keep the new ID value.
Salesforce support is pretty straight forward!
The OpportunityContactRole in Salesforce is a bit weird. It doesn't actually support External ID fields like every other object in Salesforce, which means that Census cannot support most typical operations. For this, and only this object type Census supports an Append sync with a very specific configuration. This is definitely advanced mode so if you need help with these steps, please get in contact with Census Support.
- 1.On your source data model, you'll need to create a unique identifier for each record of the relationship you want to create with OpportunityContactRole. This can simply be
CONCAT(opportunity_id, contact_id)as part of your data model. Your data model should also still include
contact_email, as well as any other fields you want to eventually pass to Salesforce. Pro tip: Your model should exclude any records where either the Opportunity or Contact are
- 2.Inside Salesforce, you'll need to add a new field to the OpportunityContactRole object. The API name of the field must be
census_tracking_id__c, though you can provide whatever label you want.
- 3.Now you can set up your sync!
- 1.Select your data source and target OpportunityContactRole in your Salesforce connection.
- 3.For Primary Identifier, you'll select the column you created in Step 1. Behind the scenes, Census will use the Salesforce field you created in Step 2 to make sure we're not creating any duplicate relationships.
- 4.In the sync mappings, make sure to set both the Opportunity Lookup with
opportunity_idas well as Contact lookup either using either Contact
contact_email. You can also map any other fields you want on the OpportunityContactRole.
- 5.Make sure you press the Refresh Fields button one last time to pick up all the new fields you created.
- 4.At this point, you can use the Sync Tester to verify or save and run your sync. Even if you save and run your sync, we recommend limiting your data model to no more than 10 records just to verify relationships are being created as expected.
- 5.Once your test or first sync has run, sign into Salesforce and verify that the OpportunityContactRole relationships were created the way you expected!
That should be it! OpportunityContactRole is one of the weirdest parts of the Salesforce platform so if you're still confused, not to worry. Reach out and let our support team get you going!
Clearing fields / Syncing null values
You can clear fields in Salesforce by syncing
NULLvalues from your data source. Note that the Salesforce will ignore any empty string or
''values from your source and make no changes.
Census utilizes the bulk API to write data into Salesforce. If a sync is taking a while, check to see if there are any automations, process builders, or Apex triggers on those specific objects. If so, Census must wait to upload/update the service. Our recommendation is to pause automations on that object for full syncs in the interest of speed.
There's a few errors which frequently cause skipped records on when syncing data to Salesforce. Keep in mind, Census will always retry syncing any records that are rejected by Salesforce so it's worth the effort to understand and address the cause of the issues. Once they're fixed, Census will sync any of the changes that had been missed.
DUPLICATES_DETECTED:Use one of these records?:--
This error is caused when attempting to insert a new Account, Contact, or Lead record that Salesforce thinks is a duplicate of a record already in Salesforce. That "Use one of these records?" message is actually the title of a message you'd see if you were trying to do this manually in Salesforce. Unfortunately, it's not that helpful as an error message!
Though Leads are separate objects from Contacts and Accounts, Salesforce has predefined duplication rules that check for duplicates between Lead and Contact/Account. You can see the rules that define duplicates and even define custom ones in Setup. Usually preventing duplicates is a great thing. The best way around this is to use Census's Multi-destination Syncs to sync to both Lead & Contact or Lead & Account at the same time. In extreme cases, you can choose to turn off duplicate rules either only for the Census account, or entirely for your org. This is probably a bad idea, so proceed with caution!
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:MyCoolTrigger: System.LimitException: SBQQ:Too many SOQL queries: 101
Salesforce limits the number of SOQL queries that can be executed in an individual batch transaction. Because Census uploads data in batches, any triggers associated with objects directly also need to handle large batches as well.
The primary cause of this problem is doing SOQL queries within a loop. The fix for this is straightforward, raise the SOQL queries outside the loop! Look for any other causes where you can get by with reusing the results of one query rather than requesting multiple times.
In some cases though, it can be hard to avoid many SOQL queries (Salesforce CPQ is built within the Salesforce platform for example and frequently runs into this error when handling batches). In this case, you'll need to use Apex's System.scheduleBatch() functionality to handle the trigger logic asynchronously. This gives you the flexibility to handle the changes in whatever batch size as appropriate to support your required number of SOQL queries.
CANNOT_EXECUTE_FLOW_TRIGGER: Apex CPU time limit exceeded
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: Apex heap size too large
This is another form of the CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY issue above. In this case, the validations, triggers, flows that are associated with the objects you are targeting are too computationally expensive. The cause may also be a loop, or optimized trigger code. And moving to the
scheduleBactch()function can help with this as well.
If you're still having issues, please contact your Census representative. In some cases, we can help control batch sizes being passed to Census.
INVALID_CROSS_REFERENCE_KEY:INVALID CROSS REFERENCE ID
This error shows up when a sync is attempting to create a relationship using a Salesforce ID that doesn't actually exist in the particular Salesforce installation. This could happen if you are accidentally using a different type of ID as a Salesforce ID, but most often, we see this when trying to use Salesforce IDs that exist in one Salesforce environment but not the destination, for example, using Salesforce IDs that exist in production but that does not exist in a Salesforce Sandbox.
OAUTH_APP_BLOCKED: this app is blocked by admin
This error happens when Census is installed in Salesforce, but needs to be unblocked in the Connected App OAuth Usage page, under Actions. Census should also have read and write access to all the objects and fields you may want to update. Salesforce also currently requires that the user account have the "View Setup and Configuration" permission, so make sure this permission is set on the Profile assigned to this user under the "Administrative Permissions" heading of their profile.
UNABLE_TO_LOCK_ROW: unable to obtain exclusive access to this record or 200 records
This error occurs with highly automated or frequently changing Salesforce deployments. When Census is updating, it submits a batch of records to Salesforce. Salesforce splits up this batch into smaller sub batches and attempts to update them in a transaction. In this case, Salesforce was unable to create a transaction to update the specified records.
Typically, this is a transient issue and the next run of the sync won't have the same problem. However, if it persists, please contact your Census representative. In some cases, we can help control batch sizes being passed to Census.