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).
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:
- Importing from Salesforce to VOMO
- 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.
- 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).
- Select Users to Import
- Select Groups to Import
- Enabling Syncing of Exporting/Syncing Data 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 chance that a duplicate would be created in Salesforce for the user.
- Select fields to map to Salesforce. VOMO has available fields that you can choose from so that you can choose a specific destination field in Salesforce to map the data to. 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.
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. Below is the default mapping of how VOMO data fits into the V4S data structure:
VOMO Campaigns (grouping of projects) = Salesforce Parent Campaigns
VOMO Project (grouping of serving dates) = Salesforce Campaign
VOMO Serving Dates = Salesforce Shifts
When a VOMO Serving Date ends, the participation data included inside of VOMO gets written into Salesforce for Volunteers alongside the VOMO user/Salesforce Contact so that you can keep everything synced up.
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