This article outlines the technical process for integrating Walnut with Salesforce and is intended for a audience that is familiar with Salesforce's technical architecture.
Integration Process
OAuth 2.0 Authentication - Prior to initiating any data exchanges, a secure OAuth 2.0 authentication is established between Walnut and Salesforce. This ensures that all data transfers are secure and authorized.
Initial Export
- Functionality - Retrieves core Salesforce object records accessible to the integration user
- Method - Utilizes RESTful API calls to Salesforce, authenticating via OAuth 2.0
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Endpoint Details - Walnut primarily uses the SOQL query endpoint
/services/data/vXX.0/query?q=
- API Rate Limiting - Adherence to Salesforce's limit of 2,000 entities per API call
Ongoing Export
- Operation - Continuously updates new or changed records, using Salesforce Flow
Automated User Creation
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Remote Site Configuration
- URL Setup - Input of Walnut's API endpoint as the target URL
- Security - SSL/TLS encryption ensured for data transfer
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Flow Creation - Automatically generated Flow in Salesforce upon integration setup
- Trigger - Configured to activate on Opportunity updates
- Actions - Sends notification to Walnut for data synchronization
Maintaining the Flow and Remote Site
- Potential Impact
- Data Synchronization Disruption: Disabling the Salesforce Flow or removing the remote site can immediately halt the real-time data synchronization between Salesforce and Walnut. This disruption means that updates in Salesforce (like changes in opportunity status) will not be reflected in Walnut, leading to outdated or incomplete data being used in sales processes.
- Inaccurate Reporting: The lack of updated data can result in inaccurate reporting and analytics within Walnut. This inaccuracy can mislead decision-making and sales strategies.
- Workflow Interruptions: Automated workflows that depend on data triggers from Salesforce will be interrupted. This could lead to missed opportunities for engagement or follow-up due to the lack of timely data.
- Integration Integrity (maintaining integration components)
- Consistency and Reliability: Regular maintenance and updates of the Salesforce Flow and remote site settings ensure that the integration operates consistently and reliably. This includes monitoring for any changes in Salesforce API updates or Walnut updates that might require adjustments in the integration setup.
- Security: Regular updates and checks on the integration setup, especially the remote site configuration, also play a crucial role in security.