How do I map Opportunities through Delivra's Salesforce integration?

Follow the instructions below to map Opportunity data from Salesforce to your Delivra account. This will require configuration in both environments.  If needed, download the custom object & opportunity guide now.

NOTE: The first step is mapping Account ID; do not start by selecting Opportunity as seen in the Custom Object tab.

Delivra Steps

1. Login to your Delivra account.
2. Go to Settings dashboard.
3. Locate and click 'My App Connections'.
4. Search for Salesforce, or use CRM filter to find Salesforce connection.
5. Click 'Setup' button.
6. Click 'Contacts' tab.
7. Map the Account ID to any of your available custom fields. In the example below, we will use the Text9_ field for mapping.
   
8. Click 'Save'.
9. Return to configuration page.
10. Click 'Custom Objects' tab.
11. Check mark 'Opportunity'.
12. Click 'Save' again.

Salesforce Steps

The following steps will be performed while logged into your Salesforce account as an Administrator. Send and Update Apex Triggers are required. Send will send new records, Update will update existing records.

1. Login to your Salesforce account.
2. Navigate to Setup.
3. Type ‘opportunities’ into Search bar. You should see the following options:Login to your Salesforce account to install necessary triggers.



4. Select ‘Triggers’. There are two triggers to be setup, Send and Update.
5. Click ‘New’ to create the first new Apex trigger.

6. Name the Apex trigger SendOpportunityObjectToDelivraTrigger
7. Copy and paste the following text into the dialogue box:

trigger SendOpportunityObjectToDelivraTrigger on Opportunity (after insert) {{Delivra.SendObjectToDelivra.CreateObject(trigger.newMap.keySet(), 'Opportunity');}}

8. Click ‘Save’ to save the send trigger.
9. Click ‘New’ to create the second Apex trigger.
10. Name the Apex trigger UpdateOpportunityObjectToDelivraTrigger
11. Copy and paste the following text into the dialogue box:

trigger UpdateOpportunityObjectInDelivraTrigger on Opportunity (after update) {{Delivra.SendObjectToDelivra.UpdateObject(trigger.newMap.keySet(), 'Opportunity');}}

12. Once both triggers have been setup, the Opportunity Trigger screen will show the following:

That’s it! You have completed the steps for mapping Opportunity data!

See the full custom object & opportunity guide for instructions for Apex triggers beginning on page 4.  The guide references a use case for Events, but the steps are the same.