Salesforce Integration

Memb.rs offers integration with Salesforce, allowing for Memb.rs to send and receive (depending on requirements and configuration) data to and from Salesforce.

A template spreadsheet has been created in Google Sheets which can be used to record the various Salesforce fields, which can be accessed here:

Salesforce Data Fields Spreadsheet

Editing The Template

This file is set as read only, to create an editable version please create a copy of the file by going to File > Make a copy

This will allow you to create your own version of the file.

This is the preferred method as this will then allow you to share access with us to avoid sharing multiple versions of an XLSX file.

Alternatively, download as a XLSX file which can be opened locally in Excel.

Guidance

The README sheet provides guidance for each of the columns.

Column A - Memb.rs Field Names

Ignore, this will be generated by us once the Salesforce fields are added to the spreadsheet.

Column B - Linked To Salesforce?

Whether the data should be synced up to Salesforce or only live in Memb.rs.

If you have additional data fields that are in Memb.rs but don't need to be sent to Salesforce (eg interests).

Column C - Salesforce Field Name

The name of the field as shown in the Contact creation form.

Column D - Salesforce API Name

The name of the respective data fields within Salesforce itself, eg

Contact_address__c

(NOTE: these are different from the field names shown on a Salesforce form)

Follow the steps below to retrieve these field names.

Log in to Salesforce

Open the Setup cog in the top right.

Click Setup (opens a new window).

In the left hand menu select Objects & Fields and then select Object Manager

 

From within this there will be shown various fields.

Depending on your client configuration you may need to select an object to view its contents, such as Contact.

Typically within this in the left hand menu select Fields & Relationships to view all fields.

The value required is listed in the Field Name column.

Column E - New Field?

Whether this is a new field that only exists in Memb.rs, or preexists in Salesforce.

Column F - Suggested Field Name (Memb.rs)

What the field should be displayed as within the Membrs admin and the Members Area (if added there), eg First Name, Address etc

Column G - Field Type

What type of data is in the data field.

Options are:

• Boolean - (yes/no or true/false type options).
• String - This is for anything that is text, including phone numbers, dates etc.
• Select - For a field that has various options to be chosen, but only one can be selected, such as a dropdown menu.
• Checkbox - For a field that has various options to be chosen, and multiple options can be selected (eg interests).

Column H - Predefined Values

This is for Select and Checkbox options.

Please add the data options, eg for Interests you would add Cricket, Golf, Tennis etc.

Column I - Data Field Location

Summary, Profile or Data.

• Summary: Typically for common data fields, such as name, address, phone numbers, date of birth
• Profile: Data fields that the member can by default see and modify, such as interests, occupation
• Data: Data fields that the member cannot see by default, typically company related information such as joining date, proposer etc

Column J - Member Editable?

Whether a member should be able to add or update the data field.

Column K - Member Visible?

Whether the data field should be visible to the member.

Column L - Visible To All Members?

Whether the field should only be visible to the member (if yes to column I) or can be visible on a members directory profile.