Salesforce Integration

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact charthop support or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work overview bring your crm and other company data into charthop with our salesforce integration this integration allows you to pull key data—such as account details, contact information, and pipeline status—directly from salesforce into your charthop account places to utilize data from google sheets tables home page profile tabs dashboards forms (text blocks) resource pages letter templates setup instructions installing the application in labs, enable "alpha apps and integrations " you will then see "salesforce" display on the apps page under the tab "other available apps " once you click install, it will guide you to connect your salesforce account so we can access the data in your salesforce account once installed, you can rename the application to better match the data you are pulling in charthop cannot access data that you have not explicitly mapped to charthop tables or fields charthop cannot access data that you have not explicitly mapped to charthop tables or fields sync frequency you can choose to automate this sync and have it run daily, or you can manually run it at your discretion mapping to a table in charthop note the table needs to be created first in charthop before you can map to it all values must match exactly, including any trailing white spaces if there is a space, dash, or non alphabet character in the name, wrap the name in \[""] you can wrap any value in the brackets and quotes to map to a column in a table, you need to know the table code name (see below), and the field code name for the column you can map columns from different objects in salesforce you need to know the name of the object and the name of the field the first field mapped needs to be the unique field this is a value that does not repeat in its column, and is typically the salesforce id for the object (e g , id, contact id ) in this example, the salesforce object is labeled account , and the fields we want to map are accountid and name the first field mapped needs to be the unique field this is a value that does not repeat in its column, and can be as simple as row number notice above how the values are wrapped in brackets and quotes any field with more than 1 word or special characters must be wrapped in those values to be read by charthop however, you can wrap any other values for consistency once all of your field mappers are set, you can click "save mappers" and run the sync salesforce integration access initially, only owners have the ability to install and edit the salesforce app fields synced from salesforce utilize charthop's fields docid\ xyrlltzxie bv4zkzes g , so anyone in the organization can be given access to view the data in the corresponding fields