How do I link Catalog with my Salesforce account as an admin?
As a Catalog admin, if your institution has an account with Salesforce, you can integrate it with your Catalog account and its subaccounts. Integrating your Salesforce and Catalog accounts enhances your workflow and allows for simplified data management.
Open Integrations
In the Global Navigation menu, click the Integrations tab [1]. Then, click the Salesforce icon [2].
Log in to Salesforce
If your institution does not have a custom domain, log in using your Salesforce login credentials [1].
If your institution has a custom domain, click the Use Custom Domain link [2]. Then, log in with the Use Custom Domain window [3].
Open Widget
When Catalog and Salesforce have connected successfully, the Linked icon displays [1].
To open the connection management window, click the Widget button [2].
Open Mapping
In the connection management window, click the Mapping tab.
Choose User Table
In Salesforce, you can sync your Catalog user data to a table of contacts or leads. To select a table, click the Table drop-down and select Contact or Lead.
Map Fields
Create fields for the table using the drop-down menus [1]. When mapping is complete, click the Save button [2].
Note: First Name, Last Name, and Email are mandatory fields. If these fields are not mapped during setup, they are included in the table by default. All other fields are optional.
Sync Data
To sync Catalog with Salesforce, click the Quick Actions tab [1]. Then, click the Run Write Job button [2].
When the data is syncing, the Running icon displays [3].
View Completed Sync
To view the completed sync, click the Job History tab [1]. The completed sync appears at the top of the list [2].
Note: A completed sync can also be confirmed in Salesforce in the Platform Tools menu. For more information, consult the Salesforce guides.
Manage Quick Actions
In the Quick Actions menu you can manually sync data, remap fields, reconnect your accounts, and disconnect your Catalog and Salesforce accounts.
To manage quick actions, click the Quick Actions tab [1].
Catalog and Salesforce sync once a day at 12 am UTC. To manually sync Catalog and Salesforce, click the Run Write Job button [2].
To remap fields, click the Edit field map button [3].
If your account credentials change, to reestablish the connection between Catalog and Salesforce, click the Reconnect button [4].
To disconnect your Catalog account from Salesforce, click the Unlink button [5].
Note: Catalog and Salesforce sync once a day at 12 am UTC. If you wish to request a different sync time, contact your CSM.
