1. From within Settings, expand Data Management > Customer Data Hub.
2. From the list of active connectors (left), choose CRMs.
3. From the list of available connectors, hover over the Salesforce connection you want to use, and click View Integrations.
   
4. Click +Create Integration.
5. Choose from the available objects to import.
   
   A new integration page appears, based on the selected object (e.g., New Accounts Integration).
6. In the Select Data Source area, default object fields for the selected object appear. You can add new fields by clicking into the box to see available fields from the selected object.
   

   Dot notation is supported for selecting fields that are related to the selected object (e.g., Owner.Name).

7. Use the Query Filter area to limit the data set for any of the selected object fields (e.g., where AccountType_c ="customer" AND AccountStatus__c IN ("Active","Disabled").
   

   Try using AI to create query filters using natural language!

8. Click Load Preview. The Preview Data area shows the first 10 rows that match.
9. In the Map and Format Data Fields area, Totango attempts to map the columns in the data source (Salesforce) with attributes in Totango. Required attributes (keys) are mapped at the top of the list.
10. Ensure that each source field (left) maps to the desired Totango attribute (right).
    
    
    • For each source field, you can edit the source format. This option is often used for dates, where Totango will transform the raw data from your file into the formatting you specify.
    • For each Totango attribute, you can choose a different attribute to map to if the auto-mapping wasn't correct.
    • Totango may also denote attributes to add as new if it didn't find an existing attribute. (Supported data types for adding new from the integration job include Text, Number, Currency, Date, Foreign Key.) 
    • Hover next to a mapping to remove it from the integration job. This option is useful if you don't want to modify the source file but want to skip a column.
    • Hover next to a mapping to optionally add a note to reference later or document the logic behind this mapping.
    • You can add new mapping to re-use a column from the data file or open the Function Editor and add a constant to all rows or some other logic.
11. Click Validate Mapping. The validation must be successful in order to proceed.
12. Preview the data in the file to ensure it looks correct.
13. From the Settings area, set the following:
    • Name: Because you can later upload data for the same object, a name and description helps  you identify the job later.
    • Description: Add a description for the job.
    • Allow new accounts/objects creation: Allow new records to be created during the integration. If disabled, only records that already exist in Totango will be affected by the job (e.g., attribute values may be set but new records will be ignored).
    • Automatically resolve matching conflicts: If a conflict exists, choose the more recent value over the existing.
14. From the Schedule area, set the following:
    • Run: Choose the recurring schedule you want this job to run.
    • Sync immediately after saving: Run the job now and then run according to the schedule thereafter, or run it according to the next schedule only.
    • Enable integration scheduling: Allow the scheduling job. If unchecked, the job will be saved in a disabled state.
    • Run a full sync and rebuild objects matching: Specify how often Totango should go into the Salesforce environment and grab all the data, regardless of whether it’s changed or not. If you’re doing an hourly job, we recommend running a full sync once a day.
      
15. Click Save.
16. The job is saved, and you can monitor upload progress in real time. The sync status changes automatically as the job completes.
    
17. Click inside a job to view more details.
    

Data will be immediately reflected in the UI once the processing is done for the selected job.

1. Create a new segment in Totango for the object you want to validate.
2. Add relevant filters to refine the list o records.
3. Click Edit Columns to add the relevant columns. Examples for the account object include:
   • Account ID
   • Salesforce Account
   • Create Date
   • Contract ValueRenewal Date
   • (and any other critical attributes you are synching from SFDC)
4. Ensure that theTotango records have bound to a Salesforce counterpart by looking at the Salesforce Account field. It should contain the SFDC-ID of the relevant account. Review the data attributes to ensure they have the correct values.

1. Pick an account in Salesforce.
2. Locate the Totango panel within the Account Layout.
3. Review the Totango Health, Engagement, Active Users and Usage Frequency and make sure they match the value in Totango. View the data in Totango by clicking on [Show more insights].
   

1. From within Settings, expand Data Management > Customer Data Hub.
2. From the list of active connectors (left), choose CRMs.
3. From the list of available connectors, hover over the Salesforce connector, and click Connect (or View Integrations).
   
4. Click +Create Integration.
5. Click the Export data tab.
6. Choose from the available objects to export.
   
   A new integration page appears, based on the selected object (e.g., New Users Outbound Integration). In the Filter & Preview section, you can click +More Filters to refine the list. Filters vary by selected object.
7. Click Refresh Preview to see the matching data.
8. From the Destination area, set the following:
   • Object: Set the Salesforce destination object.
   • Parent object: If the object is connected to a parent, choose the parent object.
9. Click Connect.
10. The mapping page is pre-loaded with a default mapping template. Modify the mapping table if needed.
    
11. Click Validate Mapping.
12. From the Settings area, set the following:
    • Name: Because you can later export data for the same object, a name and description helps  you identify the job later.
    • Description: Add a description for the job.
    • Allow new accounts/objects creation: Allow new records to be created during the integration. If disabled, only records that already exist in Totango will be affected by the job (e.g., attribute values may be set but new records will be ignored).
    • Update existing contacts/objects in Salesforce: If a record exists, update the data.
13. From the Schedule area, set the following:
    • Run: Choose the recurring schedule you want this job to run.
    • Sync immediately after saving: Run the job now and then run according to the schedule thereafter, or run it according to the next schedule only.
    • Enable integration scheduling: Allow the scheduling job. If unchecked, the job will be saved in a disabled state.
14. Click Save.
15. The job is saved, and you can monitor upload progress in real time. The sync status changes automatically as the job completes.
    
16. Hover over the job and click the Ellipses (...) for more options.