Salesforce Integration Mapping

The Integration Mapping screen (in Admin page) is where application administrators configure the following integrations:

• Salesforce.com
• Others coming soon...

Salesforce Integration Mapping

In Salesforce

1. Confirm SellingToZebras Z3 connected app has been created in your Salesforce org
   
   
   
   
2. Confirm Z3 SFDC Integration package is also installed in your Salesforce org
   
   
   
   
3. To find your Client ID and Secret
   • In Salesforce, navigate to Name > Setup > Create > Apps and click on the app you need. The page you load will contain this information under API (Enable OAuth Settings).
4. Add Total Zebra Score and Zebra Score Date Changed to the Opportunity Layout if desired

In Selling To Zebras

1. Select Admin (from the left navigation menu) | Integration Mapping and click the Salesforce Data button
2. Enter your Client ID and Secret
3. Click Save
4. The Integration Mapping screen also allows an admin to configure the objects and fields they would like to sync with Salesforce.
5. Select the Account Mapping record to see the list of Account fields that sync with Salesforce.
6. Select the Contact Mapping record to see the list of Contact fields that sync with Salesforce.
7. Select the Opportunity Mapping record to see the list of Opportunity fields that sync with Salesforce.