Salesforce Integration - ABM Opportunity Sync

ABM Opportunity Sync enables automatic synchronization of Opportunities from Salesforce into Hushly. This ensures that Opportunity data, linked to the corresponding Accounts in Salesforce, is reflected in Hushly for accurate tracking, reporting, and ROI measurement. Opportunities are managed in Salesforce only.

Overview

• Establish a connection between Hushly and Salesforce. 
• ABM Opportunity Mapping.
• Map Hushly ABM Opportunity fields to Salesforce Opportunity fields.

Establish a connection between Hushly and Salesforce

1.  If your Salesforce account is already integrated with Hushly, navigate directly to the ABM Opportunity tab on the integrations details page. If not, click here to set up the integration.

ABM Opportunity Mapping

1. On the Integration details Page, select ABM Opportunity. 
2. Click Add Mapping. 
3.  The Add ABM Opportunity Mapping pop-up window is displayed. 
   • The Salesforce Object is selected by default and cannot be edited. 
   • Enable the Import from Salesforce field. 
   • Enabling the Import from Salesforce, the Sync Opportunities from All Accounts is auto-selected.
   • Click Continue.

ABM Opportunity Field Mapping

• In the Field Mapping popup window, the Hushly Opportunity fields are auto-mapped with the Salesforce Opportunity fields. Click Save. Note: To add additional Hushly fields for mapping with Salesforce fields, click Add Field Mapping. 

• The ABM Opportunity Mapping page is displayed with Sync Logs, Sync, Edit, Delete, and Configure Field Mapping buttons.
  
  Configure Field Mapping: Clicking the button opens the Field Mapping pop-up window. Make changes (optional) and click Save.
  
  Delete: Click the button. A confirmation pop-up is displayed with No and Yes buttons. Click Yes, and the mappings configuration will be deleted.
  
  Edit: Click the Edit button. The Edit ABM Opportunity Mapping pop-up window is displayed. Make necessary changes and click Continue. The ABM Opportunity Field Mapping pop-up is displayed. Make changes (optional) and click Save.
  Sync:  Clicking Sync triggers an on-demand job that immediately synchronizes data into Hushly. A confirmation message will be displayed: A Job has been initiated to sync ABM Opportunity data from Salesforce. This process enables direct data import from Salesforce, eliminating the need for manual CSV file uploads into Hushly. 

            IMPORTANT: Click the ABM Account Sync first, THEN the ABM Opportunity Sync. 

• Note: These data syncs are from Salesforce to Hushly and not the other way around. There is an hourly job that             runs that will publish to Salesforce and at the same time sync from Salesforce.
  
  

           Sync Logs: Clicking the button opens the Sync Logs pop-up window with the following columns. 

• CRM ID– Unique record ID from your CRM.
• Name - Name or label of the synced record.
• Status - Last sync result (success or failure).
• Failure Reason - Reason for sync failure, if any.
• Last Sync Time - Date and time of the latest sync.
• First Sync Time - Date and time of the first sync.
• Action – Options to re-sync or view record details.