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How do I Configure External CRM – Salesforce Integration?

Azavista Support
Updated

Configuring External CRM – Salesforce Integration

Overview

The External CRM – Salesforce integration allows administrators to connect Azavista with Salesforce to synchronize data across contacts, organizations, events, and members. This integration provides configurable options such as proxy usage, API version and implementation selection, throttling control, field-level mappings, sync direction management, team-based access, and monitoring through logs and inspection views.

Step-by-Step Approach

1. Create a New External CRM – Salesforce Integration

  • On the General Dashboard, go to Integrations.
  • Click + Integration.
  • Select External CRM as the integration type.
  • Select Salesforce as the CRM subtype.
  • Enter a meaningful Integration Name to identify the integration.
  • Click Save.

3. Select Event Template

  • From the Event Template select field, choose the event template that should be used for synchronization.

    • From the Event Template dropdown field, select the event template that should be used for synchronization.

    The selected template defines how events are created in Azavista when they are synchronized from Salesforce and do not already exist in Azavista.

    When an event is pushed from Salesforce to Azavista for the first time:

    • If the event already exists in Azavista, it will be updated according to the configured sync direction.
    • If the event does not exist in Azavista, the selected Event Template will be used to create it.

    The Event Template determines the default structure of the newly created event, including predefined settings, fields, configurations, and layout.

    Important: Selecting an Event Template is required if you intend to create new events in Azavista through Salesforce synchronization. If no template is selected, new events cannot be generated automatically during the sync process.

4. Select Version

  • From the Version select field, choose the appropriate Azavista Integration Version.
  • The selected version controls how data is processed, mapped, and exchanged between Azavista and Salesforce.

    • Different integration versions may include:

    • Updated synchronization logic
    • Enhanced field mapping capabilities
    • Performance improvements
    • Structural changes in payload handling
    • Support for new objects or features

    Which Version Should You Use?

    • Latest Version – Recommended for new integrations. It includes the most recent improvements and feature support.
    • Legacy Version(s) – Should only be used if you have an existing integration already configured with that version and require backward compatibility.

    Switching versions in an already active integration may affect existing mappings or synchronization behavior. Always test changes in a sandbox environment before applying them to production.

    Important: Select the integration version carefully during initial setup to ensure compatibility with your configured field mappings and automation processes.

5. Select Implementation

  • From the Implementation select field, choose the Salesforce implementation relevant to your setup.

6. Enter or Edit Client/Consumer Credentials

7. Authorize the Connection (When Use Proxy Is Turned Off)

  • Ensure Use Proxy is disabled.
  • Click Authorize to fetch the authorization code.
  • You will be redirected to the Salesforce login page.
  • Log in and grant the required permissions.
  • After successful authorization, you will be redirected back to the integration form.

8. Enter the URL (When Use Proxy Is Turned On)

  • Enter or update the URL http:// or https://

2. Enable or Disable Use Proxy

  • In the integration form, locate the Use Proxy option.
  • Enable Use Proxy to route Salesforce requests through a proxy.
  • Disable Use Proxy if a proxy connection is not required.

9. Configure Throttling

  • Enable the Throttling checkbox to control API request limits.
  • Unselect the checkbox if throttling is not required.

Enter or Edit Throttling Time

  • When throttling is enabled, enter or update the Throttling Time value.
  • This value defines the delay between consecutive API requests.

10. Save and Activate / Deactivate the Integration

  • Click Save to store the integration configuration.
  • Use the Activate / Deactivate toggle to control the integration state.
  • Active: Data synchronization is enabled.
  • Inactive: Data synchronization is paused.

11. Remove the External CRM – Salesforce Integration

  • From the integrations listing, locate the Salesforce integration.
  • Select Remove.
  • Confirm the action to permanently delete the integration.

Do You Know

 

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