This guide provides a comprehensive overview of the integration between Azavista and Salesforce. The integration is structured into functional modules, each designed to support reliable data flow, clear ownership, and operational efficiency across both systems.
1. Salesforce Integration in Azavista – Initial Setup
This module covers the initial connection setup, authentication configuration, and activation of the integration within Azavista.
2. Azavista Package in Salesforce
This section explains how to install and configure the Azavista managed package in Salesforce, including permissions, feature enablement, and sync configuration.
3. Salesforce Integration in Azavista – Continued Configuration
- Field Mapping(s)-Salesforce Campaign Member Mapping
- Organisation Mapping
- Contact Mapping
- Event Mapping
- Member Mapping
This module ensures proper object alignment and data synchronization rules between systems.
4. Global Processes
- Global Processes Configuration
- Define when Contacts should be created or updated
- Define when Organisations should be created or updated
- Determine event synchronization logic
- Establish update vs. create rules
This section documents operational decisions and synchronization strategies.