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[PROD] Implement: Funnel Salesforce >> Encharge #47
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Module: ADMGeneral ADMinistration for the project.General ADMinistration for the project.Project: TIOFIssue related to The IO Foundation.Issue related to The IO Foundation.⚙ Team: InfrastructureTasks related to Team Infrastructure.Tasks related to Team Infrastructure.⚡ Priority: HighThis task has High priority.This task has High priority.✔ Stage: ReadyThis Task is ready to be implemented.This Task is ready to be implemented.💼 Need: ServiceThis Issue involves implementing a service.This Issue involves implementing a service.🔑 Keyword: SalesforceIssue involving the use of Salesforce.Issue involving the use of Salesforce.🤖 Need: AutomationThis Issue describes a set of tasks that should be automated.This Issue describes a set of tasks that should be automated.
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Module: ADMGeneral ADMinistration for the project.General ADMinistration for the project.Project: TIOFIssue related to The IO Foundation.Issue related to The IO Foundation.⚙ Team: InfrastructureTasks related to Team Infrastructure.Tasks related to Team Infrastructure.⚡ Priority: HighThis task has High priority.This task has High priority.✔ Stage: ReadyThis Task is ready to be implemented.This Task is ready to be implemented.💼 Need: ServiceThis Issue involves implementing a service.This Issue involves implementing a service.🔑 Keyword: SalesforceIssue involving the use of Salesforce.Issue involving the use of Salesforce.🤖 Need: AutomationThis Issue describes a set of tasks that should be automated.This Issue describes a set of tasks that should be automated.
Problem
Salesforce and Encharge.io are not connected platforms and thus Contacts on Salesforce are not synced automatically with Encharge.
Objectives
Proposed solution
Create an n8n scheduled script that syncs SF Contacts to Encharge Contacts.
Extra information
Must have
-- Scheduled Salesforce Contacts >> Contacts Encharge sync
-- Fields and assignments as per documentation: http://TIOF.Click/DocsInfrastructureCustomFields
-- Must respect the SF Field Encharge (TIOF_Sync_Encharge__c)
Should have
--
Could have
-- Webhook for async invokes.
Resources
Technical documentation
http://TIOF.Click/DocsInfrastructureFunnels
http://TIOF.Click/DocsInfrastructureSalesforce
http://TIOF.Click/DocsInfrastructureCustomFields
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