How does the Salesforce Integration work?

See a description of the VOMO - Salesforce Integration, as well as how we map out our syncing of data with the Volunteers for Salesforce (V4S) tool.

The Salesforce integration consists of two different types of data as it relates to volunteer information that can be synced back to Salesforce (1. People, 2. Participation Data).

People

VOMO People = Salesforce Contacts

Each VOMO user has specific contact data associated with their account. This is biographical information like their first name, last name, email address (unique identifier), phone number, etc. that the user inputs when they create their VOMO account.

There are two ways to sync your data from VOMO to Salesforce:

  1. Importing from Salesforce to VOMO
    1. When you setup the integration through our Setup Wizard, you will get to select a couple of settings as far as who you want to import, when to import them, etc. so that you can launch the integration and get people started.
    2. You can choose to enable a 2-way sync on these users in order to keep data synced up in both systems when a VOMO user updates their information in VOMO. (Note that this will update data in Salesforce, so if you want to avoid this make sure to turn off the sync).
      1. You can select individual Contacts to Import
        1. You will see three segments in the Users list.
          1. Imported (users who have been imported).
          2. Pending (users who are waiting until the next API sync to be imported to VOMO).
          3. Not Imported (users who exist in Salesforce but have not been selected to be imported to VOMO).There are two ways to select contacts to import from Salesforce in to VOMO:
      2. Select Salesforce Campaign Members (Group of Contacts) to Import
          1. The list of Salesforce Campaigns will display in the list. Simply select a Campaign and VOMO will keep that Campaign of Contacts up to date in VOMO, even when you add new Contacts to the Campaign in Salesforce (syncing happens every 15 minutes).
            1. There is an option to map Campaign Members from Salesforce to VOMO Groups so that you can copy the same structure in both Salesforce and VOMO. 
  2. Data Exporting/Syncing back to Salesforce from VOMO

    Enabling Syncing allows you to automatically send data from VOMO to Salesforce regardless of if you have imported them into VOMO. Keep in mind that if you did not import the user into VOMO, there is a good chance that a duplicate would be created in Salesforce for the user.
    1. Enable Custom Syncing
      1. When you toggle on Custom Syncing VOMO user's contact data will start syncing back to Salesforce. You can see more info here: Salesforce Integration Data Documentation (Field Mapping)
      2. If you wish to edit the default mapping, simply change the data mapping tool from the defaults however you would like. There are several to choose from, and you can even create a custom value to send along with the People data that is going back to Salesforce.
    2. Enable V4S Integration
      1. When you toggle on the V4S Integration VOMO user's participation data will start syncing back to Salesforce. By default, the participation data will be mapped to Salesforce in the format found below in the Participation Data section of this article.

Participation Data

We created a special integration with Volunteers for Salesforce to allow you to maximize the VOMO-Salesforce integration with the great reports and analytics you can create in Volunteers for Salesforce.

When V4S is enabled, the below data will be created in the Salesforce V4S after a VOMO Serving Date ends so that contacts in Salesforce get volunteer participation data updated to the V4S reporting that you can do inside of Salesforce.

VOMO Campaigns (grouping of projects) = Salesforce Parent Campaigns
VOMO Project (grouping of serving dates) = Salesforce Campaign
VOMO Serving Dates = Salesforce Shifts

Note that a new Volunteer Campaign, Volunteer Job, or Volunteer Shift in Salesforce will be created for each event that takes place in VOMO.

If you would like to see more about Volunteers for Salesforce, visit here: https://help.salesforce.com/articleView?id=000317276&language=en_US&type=1&mode=1