Salesforce accounts sync

Overview

Front’s Salesforce sync feature allows you to automatically sync accounts from Salesforce into Front. After you’ve synced accounts into Front, your team will be able to:


How it works

  • Accounts are synced one-way from Salesforce to Front. The Salesforce sidebar plugin can be used to easily update information without leaving Front. 
  • You can sync all accounts from Salesforce, or pick a list view from Salesforce that contains the accounts you want to sync
  • Accounts are automatically synced every 24 hours to keep data up to date, but you can manually trigger a re-sync at any time by opening the Salesforce sync modal in Front
  • Field mapping allows you to control which account fields will be synced from Salesforce to Front
  • You must be a team or company admin in Front to set up the accounts sync

When to use Salesforce accounts sync

Front provides different integrations with Salesforce based on your workflow:

  • Account sync: allows you to sync account data from Salesforce to Front, and then use that account data in Front rules and analytics. Only a single admin Salesforce account is required to sync data into Front.
  • Sidebar plugin: allows you to view and update Salesforce data from the conversation you’re viewing in Front. Each user must log in to the plugin with a Salesforce account.
  • Logging rule action: allows you to log messages from Front to Salesforce.

Instructions

Step 1

Click the Contacts icon on the top left corner and select Accounts in the left sidebar to access the Accounts Manager in Front.

Step 2

Click the Import button at the top right, then select from Salesforce to open the Salesforce sync modal.

 Step 3

Connect your Salesforce account. Salesforce administrator permissions are required.

 Step 4

Select the accounts you’d like to sync. You can sync all accounts or pick a specific Salesforce list view you’ve created.

Step 5

Select the account fields you’d like to sync from Salesforce. Then choose the Front account custom fields they should be mapped to.

Optional: Click Preview 1 account to see a preview of what your synced account data will look like in Front, and make any necessary adjustments.

Step 6

Click Sync accounts to start syncing your accounts. You can edit or pause the sync at any time from the sync settings.

Step 7

After you’ve set up the sync, you’ll see accounts from Salesforce appear in the Accounts Manager. If you click on an account you’ve synced from Salesforce, you’ll see a banner indicating when the last sync occurred.

If you hover over account fields synced from Salesforce, you’ll see an option to Edit in Salesforce. This ensures your account data remains consistent between Front and Salesforce.

Important to know

The Salesforce sync does not sync contacts directly from Salesforce to Front. There are a few options for linking contacts to the correct accounts:

  • If you add an Email Domain field in the sync field mapping, Front will use that email domain to automatically associate contacts with a matching email to the account. 
  • You can manually add contacts to an account from the “Contacts” section on an Account
  • The API can be used to add contacts to a specific account programmatically 
  • You can upload a CSV with contacts and add an accountName column to link them to the correct account

Field compatibility

The following table shows the compatibility of fields from Salesforce with Front account fields. Scroll to the right to see the full table.

Salesforce account field type 

Text

Number

Teammate

Yes or no

Date and time

Email Domain(s)

 

Front can automatically extract an email domain like “example.com” from an email (johndoe@example.com) or website (www.example.com).

Description

name (default field)

 

 

 

 

 

 

description (default field)

 

 

 

 

 

website (default field)

 

 

 

 

 

address

 

 

 

 

 

 

boolean

 

 

 

 

 

comboBox

✓ 

 

 

 

 

 

 

currency

 

 

 

 

 

date

 

 

 

 

 

dateTime

 

 

 

 

 

double

 

 

 

 

 

email

 

 

 

 

 

ID

 

 

 

 

 

 

int

✓ 

 

 

 

 

 

location

 

 

 

 

 

 

multipicklist

 

 

 

 

 

 

percent

✓ 

✓ 

 

 

 

 

 

phone

✓ 

 

 

 

 

 

 

picklist

✓ 

 

 

 

 

 

 

time

✓ 

 

 

 

 

 

 

string

 

 

 

 

textarea

✓ 

 

 

 

 

url

✓ 

 

 

 

 

 

lookup(user)

 

 

Salesforce users are matched to Front users by their email address. The field will be left blank if a matching Front user is not found.

 

 

 

 


Account sync logic

When an account from Salesforce is synced to an account in Front, a link is established by setting the externalId property on the Front account equal to the Salesforce account ID (18 character ID).

 

When an account from Salesforce is being synced to Front, a matching account in Front is found by the following logic:

  • If an existing Front account is found with the externalId property equal to this Salesforce account’s ID, the existing Front account is updated
  • If the Salesforce account has not yet been linked to an existing account in Front, Front will search for an existing account with at least one of the same email domains as the Salesforce account. This search is only performed if the user has mapped an email domain field in the sync settings.
    • If an existing Front account is found and that account is not already linked to a Salesforce account, the Front account is updated and linked to the Salesforce account
    • If an existing Front account is found but it’s already linked to an existing Salesforce account A, we skip syncing Salesforce account B and log an error (ex. “Acme was not synced from Salesforce because the Front account with a matching domain is already linked to a different account.”)
  • If no existing account with matching domains is found, Front will search for existing accounts that have the same case insensitive name as the Salesforce account
  • If no existing account with the same case insensitive name is found, Front will create a new account in Front and link it to the Salesforce account

 

Note that if an account is deleted in Salesforce, the account will stop syncing to Front but the Front account will not be deleted.


Handling sync errors

If Front encounters errors while syncing account data, the user that triggered the sync will receive an email notification. Errors can be viewed from the Salesforce sync settings modal.

Common error types and how to resolve them:

Error type

How to resolve

Invalid email domains

Front will not sync the email domain property for this account, but other account properties will continue to be synced

 

  • Check the field mapping settings to ensure that you’re syncing the correct property to the “Email domains” field in Front
  • For each affected account, check the email domain property in Salesforce to ensure that it contains a valid website (https://example.com), email (johndoe@example.com), or domain (example.com) that can be mapped to an email domain.

Common email domain

Front will not sync common email domains like gmail.com. Other account properties will continue to be synced

For each affected account, check the email domain property in Salesforce and replace common email domains like gmail.com with a unique email domain.

Email domain taken by another account

If you have multiple accounts in Salesforce with the same email domain, Front will only sync the email domain field for the first account, since a given email domain can only belong to a single account in Front. Other account properties will continue to be synced.

For each affected account, check the email domain property in Salesforce and replace common email domains like gmail.com with a unique email domain.

# email domains are already in use and were not synced

If you have multiple accounts in Salesforce with the same email domain, Front will only sync the email domain field for the first account, since a given email domain can only belong to a single account in Front. Other account properties will continue to be synced.

For each affected account, check the email domain property in Salesforce and replace common email domains with a unique email domain.

# accounts are linked to another CRM and were not synced

For the accounts we tried to import, we found that accounts using those Salesforce Account IDs were already present in Front, but imported from a source other than the Salesforce CRM sync. This suggests the accounts were imported from another source (e.g. API sync, CSV import, another CRM).

For each affected account, delete all the account records in Front and re-import the data using the Salesforce CRM sync.

Salesforce field not found

If one of the fields you mapped from Salesforce is deleted in Salesforce, Front will stop syncing that field and you’ll have to choose a new field from Salesforce.

In sync settings in Front, choose a new Salesforce account field to sync to Front. 

Salesforce list view not found

If the list view you were syncing from Salesforce is deleted, Front will stop syncing all accounts and you’ll have to choose a new list view to restart the sync.

In sync settings in Front, choose a new Salesforce list view to sync to Front.


Using Salesforce sync alongside the API

Accounts synced through the Salesforce sync in Front are accessible through the Front API. Each synced account will have the externalId property set to the ID of the Salesforce account it’s linked to.


Troubleshooting

I encountered an error while connecting a Salesforce account

Check that API Permissions are enabled for your account

The Salesforce user account you're connecting to Front must have the API Enabled permission. To enable API Permissions as a Salesforce admin:

  1. Click Setup.
  2. Click Manage Users, then Profiles.
  3. Click Edit against the specific Profile.
  4. Scroll down to Administrative Permissions and check the API Enabled box.
  5. Click Save.

Ensure that the Front connected app is not blocked

As a Salesforce admin, you'll need to ensure that the Front connected app isn't being blocked by your settings in Salesforce. Learn more about access policies for connected apps here.


Pricing

This feature is available on the Growth plan or above.

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