This article is relevant to the Legacy SFDC Integration only. Please note that the new CRM Integration (SFDC connection) supports syncing the same object to multiple Totango accounts (using a different account Id).

General

If you have data on one record in Salesforce and it needs to push to several records in Totango, we can bind the Totango records to Salesforce via mirror objects. Each mirror object record will function as a relational pointer to the original record.

Example: Totango has an account and a product account, and in Salesforce you only have the Account record. You can create a mirror object that pulls its data from the Salesforce account record and bind the mirror object account record to the Totango product account. Each type of record (product or account type) will need its own object record from which it can pull data in Salesforce. Thus, if you have 1 account and 2 different product accounts in Totango, and 1 account they bind within Salesforce, you would need to create 2 mirror object records that would be differentiated by the account ID.  We recommend using the 18 character parent objects SFDC identifier aggregated with the product ID on the mirror object to differentiate the two records within the mirrored object.  So again taking the example above, 1 account owning 2 products would need a total of 3 places to bind to in SFDC.  The account would bind to the Account object, and the 2 products would bind to the newly created mirror object records, each record having a unique identifier.  See below this example visually represented:

Creating the Object

To set this relationship up, start by creating a new custom object in your Salesforce.

We require that the data type is set to “Auto Number” with a relevant display format. This ensures the copied record receives a unique id that can be used to sync to a unique account in Totango.

Once the object is created, you need to create a Master-Detail Relationship.

Click on New and then select the Master-Detail Relationship Data Type, and then select the object from which you’ll create the copy of the new records.

Make sure to check the “Allow reparenting” and “Read/Write” option under the “Sharing Setting”.

Setting up the Process

Next step is to create a process which looks at the master object and creates a copy of the newly created record in the mirror object.

Create a new process and select the object in which the original record is created.

Then set the process to act only when a record is created and set it to create a copy. You need to set the newly created record to pull the master id from the object on which the original record exists.

Create a field on the mirror object which exposes it's 18char ID. Then extract all accounts in SFDC from the original object (you only need the AccountID in the extract). Finally, import the extracted accounts to the mirror object.