‼️ Pre-requisites
The integration is properly setup and active - follow this guide.
As a Valuecase admin, navigate to 'API & Custom Apps Admin settings', click on 'Configure' next to Salesforce.
At the top of the appearing popup you will find 'Object types to sync to'. Select the object types you want the property sync to be activated for. Click Save to confirm.
List of properties to sync from Valuecase to SF
Standard properties
For each space linked to Salesforce, the following properties will be synced:
ValuecaseSpaceURL__c– URL of the Space, providing quick access to specific customer interaction points.ValuecaseEngagementScoreLevel__c– The engagement score level of the customer within a specific Space (if ‘Engagement Score’ is enabled in tenant admin settings).ValuecaseSpaceCreated_At__c– The date the Space was initially created.Valuecase_Last_Space_Visit__c–The most recent date a customer visited the Space.ValuecaseSpaceVisits__c– The total number of visits recorded for a Space.ValuecaseSpaceActivitiesCount__c– The total number of activities performed within the Space.ValuecaseMAPProgress__c– The completion percentage of the Mutual Action Plan (MAP), ranging from 0% to 100%.ValuecaseMAPStatus__c– The current status of MAP tasks (Not Created, Not Started, In Progress, Stalled, Overdue, or Completed).ValuecaseCurrentOpenTask__c– The first open task within the Space.ValuecaseCurrentOpenTaskScheduled__c– Indicates whether the current open task has an associated due date.ValuecaseNextDueDate__c– The next upcoming task's due date.ValuecaseCurrentMilestone__c– The name of the next milestone in the MAP that remains incomplete.ValuecaseLastCompletedMilestone__c– The most recent milestone successfully completed.ValuecaseLastCompletedTaskDate__c– The date when the most recent task was completed.ValuecaseLastCompletedTask__c– The name of the last completed task.
If you cannot see the synced properties in your objects, please review this article and ensure you have followed all the steps.
Custom properties
In addition to our standard set of properties, you can also sync Valuecase custom properties to Salesforce. As a Valuecase admin, navigate to 'API & Custom Apps Admin settings', click on 'Configure' next to Salesforce.
Scroll to the bottom of the appearing popup and select the Valuecase custom properties you want to sync to Salesforce. Click Save to confirm. The properties will be created as custom fields in Salesforce.
Sync Frequency
Valuecase employs a flexible synchronization strategy to ensure data consistency and timeliness:
Hourly Sync: Automatically updates entities linked to Spaces which have had new visits or changes since the previous successful sync operation.
Real-time Activity Sync: Activities occurring within Spaces are synchronized instantly to Salesforce, providing immediate visibility into customer engagements.
Salesforce API and Sync Method
Valuecase utilizes Salesforce's Composite API, enabling batch processing of up to 25 records per API call. This approach greatly minimizes the number of required API calls, optimizing performance and helps adhere to Salesforce API usage limits.
Administrators can choose between two synchronization methods:
Individual Credentials: Utilizes the Salesforce credentials of individual Space owners for personalized synchronization.
Dedicated Integration User: Strongly recommended for centralized administration, providing simplified control over data synchronization, permissions management, and reducing complexity.
Permissions and Profiles Required
Integration requires Salesforce permission scopes:
api refresh_token offline_access.Proper Field-Level Security must be configured, allowing Valuecase explicit write access to the custom fields.
Default Salesforce Profiles Supported
Valuecase grants users of the following Salesforce profiles automatic read/write access to Valuecase’s custom fields:
profiles/Salesforce API Only System Integrations.profileprofiles/Admin.profileprofiles/Standard.profileprofiles/StandardAul.profileprofiles/External Apps Login User.profile
Important: If your Salesforce users do not belong to one of the profiles listed above, they will not be able to view the custom fields and will encounter issues during data synchronization. To avoid such issues, navigate as a Valuecase admin to 'API & Custom Apps Admin settings', and click on 'Configure' next to Salesforce.
Add custom Valuecase properties to your Salesforce pages and views
After connecting Valuecase to Salesforce, custom properties from Valuecase will begin syncing to Salesforce.
This enables you to view properties such as Space Visits, Last Views, and Health Score directly in your Salesforce interface. You can use these values in Salesforce in two ways: as properties on the detail page of an object, and as part of a list view.
Please note, that you may require specific permissions in Salesforce configure views.
Add properties to Object page layout
You can configure your page views for Opportunities, Companies, etc. to show properties. Below is a short summary of the main steps. For full details, please refer to the Salesforce help center.
Go to Setup > Object Manager and select the object (e.g., Opportunity).
Under Page Layouts in the object’s settings:
Click New to create a layout or Clone an existing layout by selecting it in the Existing Page Layout menu or using Save As in the layout editor.
Name the new layout and click Save.
To edit the layout:
Select Edit from the layout’s options or click the layout name.
Add items by dragging them from the palette onto the layout. Along with other Salesforce fields, you'll also see the Valuecase properties in the item selection.
Set fields as read-only or required by double-clicking and checking the appropriate box.
Save the layout.
Create list views with custom properties
You can also add Valuecase custom properties to List views in Salesforce.
Start Creation: Click Create New View at the top of a list page or in the Views section of any tab home page.
Select Fields to Display: Choose up to 15 fields to show in the list view from those available in your page layout. Here you can pick the Valuecase fields alongside any Salesforce fields you want to display.
Save the View: Click Save to finalize the view. It will now appear in the View dropdown list for future access.