What is the Salesforce Push Connector?
The Salesforce push connector enables your organization to use CaliberMind to write, de-duplicate, and merge records in your Salesforce CRM. In other words, while you already have your Salesforce Pull connector established for CaliberMind to ingest data, the push connector allows CaliberMind to take action on your data.
When Can You Use the Salesforce Push Connector?
CaliberMind has the ability to use our Flows feature to improve your data health and integrity by unifying and cleaning your data, standardizing your data (i.e. cleans open text values like industry, title, and website into something that is categorizable and usable in a reporting layer), and write/push data like ABM Scores to your Salesforce. With the Push connector enabled, you’ll be able use Flows to automate data processes.
How Do You Set Up the SalesForce Push Connector?
First off, the connected User will need “Read” and “View All” permissions enabled. If the User does not have these permission levels, the User will not be able to even access the records.
Secondly, the user connected needs to have “Write” and “Modify All” permissions enabled for any object and fields you will want to modify.
Once these permissions are enabled for the user that you’ll be connecting to our Salesforce Push Connector, proceed with the following steps:
- Go to Settings > Connectors > Create Push Connector
- Find the Salesforce CRM tile and select ‘Add Connector’
- Follow the prompts provided by FiveTran
- Once you’ve Allowed access, you’ll be able to see your Salesforce connector listed in “Push Connectors” under “Push Connectors Status” in your Settings.