Salesforce Integration - FAQ

Can you offer more import options/schedules?

To be respectful of the limits placed on Salesforce REST API requests, we only allow the three schedules to be enabled. The schedules are frequent enough to cover changes made throughout the business day. Any administrator can trigger a manual import of changes or a full import at any time throughout the day via the “Import History” tab.

I made a mistake with the mapping. I’ve fixed it, but now my data is wrong. What do I do?

If you’ve corrected the mapping, simply run a full import and the data will be corrected in Cadence for all records.

Do you support any other object for import besides Contact?

Yes! Cadence can import Contact records, Lead records, or both.

Exactly how much activity will the Salesforce REST API incur?

There’s no exact answer for this as we make requests during configuration and to perform the actual imports and exports. That said, Cadence has taken many steps to limit the requests to a minimum. Imports are performed in batches of 2,000 no more than three times a day depending on your selected schedule. Exports occur exactly three times a day in batches of up to 8,500 messages when sent to Salesforce to reduce the number of requests. All imports and exports only include changes since the last time the event was performed. The most variable number of requests will occur with opt-out requests. If many records request opt-outs, your Salesforce API will see more activity, as we must sync these back to Salesforce immediately.

I don’t see my custom object in the Message Object drop-down in Mongoose. How do I fix this?

This usually boils down to one of two configuration problems. Firstly, check that the custom object has a relationship to Contact. Second, ensure that you’ve given your integration user access to the new custom object.

Lots of message activity was exported into Salesforce and I am worried about our storage limits, what can be done to clean up old message activity?

We understand the many limitations of Salesforce and storage is no exception. Many of our client institutions have their own take on how to handle this. We generally leave this up to each institution to decide because of their unique data management practices, but as a general rule we encourage each institution to create policies to help manage old data. One way we see often is to cleanup old inquiries and applicants by either removing them from the CRM entirely, or at a minimum removing their associated message activity records. Since we never remove anything in Cadence unless the record is deleted, it can always be recovered. You may also take a message activity export in Cadence at any time for archival purposes.