WeDid: Salesforce and CampaignTrack (Agent, Listing)
July 21, 2014 /
Posted in We Did
Challenges
The customer uses Salesforce contact to track office staff information whereas CampaignTrack for all marketing information. Any information on Salesforce relating to the staff and opportunity will need to be created to CampaignTrack in real time. This proves difficult for manual handling, hence, a process automation needs to be in place.
Solution:
| Purpose | Synchronise information from Salesforce Contact and Opportunity to CampaignTrack as Agent and Listing in real time. |
| Applications | Salesforce CampaignTrack |
| Tool | Dell Boomi Atmosphere |
| Information | Salesforce Contact > CampaignTrack Agent Salesforce Opportunity > CampaignTrack Listing |
| Data Formats | XML |
| Volumes | ~30 |
| Process | Any contacts that are created/updated will be synced to Campaign Track in real time. Any opportunities that are created/updated will be synced to Campaign Track in real time. |
| Schedule | Real-time |
| Complexity | Medium |