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Hull Salesforce Connector

The Salesforce Connector enables your team to sync Hull’s user profile data from and to your Salesforce system.

Getting Started

Go to the Connectors page of your Hull organization, click the button “Add Connector” and click “Install” on the Salesforce card. After installation, click “Credentials” button to grant the Connector access to your Salesforce system. Please note that you connect to your Production Environment by default. If you want to connect to a Sandbox Environment, please follow the steps under Connect with a Sandbox Environment before you click on “Continue with Salesforce: Getting Started Step 1

You will get redirected to the login screen of Salesforce. Authenticate the request on the Salesforce website with your username and password: Getting Started Step 2

After successful authentication you will be redirected to your Salesforce connector on Hull. You are now ready to complete your setup: Getting Started Step 3

Please refer to following sections to

Features

The Hull Salesforce Connector allows your organization to synchronize leads, contacts and accounts from and to our platform. Once you have your data in Hull, you can send it to other tools to keep your entire stack in sync.

The Salesforce connector supports to create users, add attributes and update attributes.

Specify the Users who are getting synchronized

The Salesforce Connector fetches updates for all leads and contacts from Salesforce automatically. By default no users are sent from Hull to Salesforce, you need to customize this behavior first and explicitly define the lead and contact segments who will determine how Salesforce handles user and account data from Hull. Go to the “Settings” tab of the connector and locate the section “Users - Sending Leads to Salesforce” for leads and “Users - Sending Contacts to Salesforce” for Contacts. Specify the segments in the following field:

Connector Configuration

Determine the Attributes to synchronize for Leads

You can customize the attributes which are getting synchronized with Salesforce Leads, separately for fields we fetch and send back.

The first list determines the attributes Hull fetches from Salesforce. You find it under “Users - Fetching Leads from Salesforce” section in the “Settings”. Salesforce data will always take precedence over data in Hull and update the user’s respective attributes. Hull saves the data obtained from Salesforce in the attribute group “Salesforce Lead”, so no standard attribute data will be overwritten.

Leads Sync

The second list determines the attributes who are getting sent from Hull to Salesforce. You can find it under “Users - Sending Leads to Salesforce” section in the “Settings”. Please make sure that this list contains all required attributes to create a lead in your Salesforce system. You can specify for each attribute whether data in Hull takes precedence over data in Salesforce by toggling the checkbox “overwrite”. If the box is checked, data from Hull will always take update the Lead record; if the box is unchecked, the attribute in Salesforce will only be updated with data from Hull if it has not been set.

Determine the Attributes to synchronize for Contacts

You can customize the attributes which are getting synchronized with Salesforce Contacts, separately for fields we fetch and send back.

The first list determines the attributes Hull fetches from Salesforce. You find it under “Users - Fetching Contacts from Salesforce” section in the “Settings”. Salesforce data will always take precedence over data in Hull and update the user’s respective attributes. Hull saves the data obtained from Salesforce in the attribute group “Salesforce Contact”, so no standard attribute data will be overwritten.

Contacts Sync

The second list determines the attributes who are getting sent from Hull to Salesforce. You can find it under “Users - Sending Contacts to Salesforce” section in the “Settings”. You can specify for each attribute whether data in Hull takes precedence over data in Salesforce by toggling the checkbox “overwrite”. If the box is checked, data from Hull will always take update the Contact record; if the box is unchecked, the attribute in Salesforce will only be updated with data from Hull if it has not been set.

Fetch Tasks into Hull as Events

Salesforce Tasks will be imported into Hull as Hull Events manually or on a schedule. Users can manually fetch all tasks in their Salesforce instance by going to the Overview tab of the Salesforce connector, clicking the “Actions” button, and then “Fetch All Tasks”. Tasks can also be fetched by Hull on a 5 minute schedule by turning on the toggle “Fetch Tasks” in the Salesforce connector settings. The “Fetch All Tasks” button will fetch tasks whether or not this toggle is on or off. Hull will fetch all default fields on a Task as properties of the Hull Event.

Fetch Tasks

Connect with a Sandbox Environment

You can configure the Connector to connect to a specific Sandbox system. Go to the tab “Settings” and locate the field “Salesforce Login Url” under the section “Advanced”. Enter the login url of your Sandbox environment here and click “Save” to persist your changes. Switch to the tab “Overview” and click on “Credentials” to authenticate against your Sandbox system; the steps to authenticate are described in Getting Started.

IMPORTANT - The existing api endpoints do not support any lightning.force.com formatted urls. A sandbox url, could be either of the following formats: https://test.salesforce.com or https://[yoursalesforceinstancename].my.salesforce.com

Advanced Settings - Sandbox Note: If you want to authenticate against your production environment, change this setting back to https://login.salesforce.com and click “Start Over” on the “Dashboard” tab. It is not recommended to switch between Salesforce environments within the same Hull organization because it can lead to inconsistent data. Please make sure that you understand the ramifications when changing this parameter.

Learn how Hull determines if a user is a Lead or Contact

When Hull sends a user to Salesforce the system executes the following strategy to determine whether a user has to be treated as a Lead or Contact:

  1. Hull checks if a contact with a matching email address exists; if this is the case, the Hull user is treated as a Contact in Salesforce and the selected attributes in Salesforce are updated with the data from Hull. When no matching contact is found, step 2 is executed.
  2. Hull checks if a contact with a matching email address exists; if this is the case Hull updates the selected attributes in Salesforce. When no matching lead is found, step 3 is executed.
  3. Hull creates a new lead in Salesforce with the selected attributes.