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[PROD] Implement: Funnel Salesforce >> Encharge #47

@JFQueralt

Description

@JFQueralt


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Problem

Salesforce and Encharge.io are not connected platforms and thus Contacts on Salesforce are not synced automatically with Encharge.

Objectives

  • Sync Salesforce Contacts with Encharge Contacts
  • Respect the same Segments defined in Salesforce and transpose them into Encharge

Proposed solution

Create an n8n scheduled script that syncs SF Contacts to Encharge Contacts.

Extra information

  • Must have
    -- Scheduled Salesforce Contacts >> Contacts Encharge sync
    -- Fields and assignments as per documentation: http://TIOF.Click/DocsInfrastructureCustomFields
    -- Must respect the SF Field Encharge (TIOF_Sync_Encharge__c)

  • Should have
    --

  • Could have
    -- Webhook for async invokes.

Resources

Technical documentation

http://TIOF.Click/DocsInfrastructureFunnels
http://TIOF.Click/DocsInfrastructureSalesforce
http://TIOF.Click/DocsInfrastructureCustomFields

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    Module: ADMGeneral ADMinistration for the project.Project: TIOFIssue related to The IO Foundation.⚙ Team: InfrastructureTasks related to Team Infrastructure.⚡ Priority: HighThis task has High priority.✔ Stage: ReadyThis Task is ready to be implemented.💼 Need: ServiceThis Issue involves implementing a service.🔑 Keyword: SalesforceIssue involving the use of Salesforce.🤖 Need: AutomationThis Issue describes a set of tasks that should be automated.

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