It is possible to transfer data on your contacts in your Salesforce platform to Dialog Insight. You must install and configure the plug-in we have developed to synchronize your contact creation and modification data from Salesforce in Dialog Insight in real-time. The synchronization is limited to 1000 contacts a minute.
Installation
- Open the following link: : Dialog Insight plug-in installation
- Once on the web page, the following options will be displayed:
- What if the component names conflict with those in this package?
Choose the Do not install option. - A choice of three user groups for whom to install the plug-in.
We recommend choosing Install for all users.
- What if the component names conflict with those in this package?
- Click the Install button. A confirmation will be displayed when the installation is complete.
Configuration
- Add the domain used at Dialog Insight that corresponds to your environment.
- Head to the Setup page on your Salesforce platform.
- In the search box, enter Remote Site Settings then click on the displayed tab of the same name.
- Click on New Remote Site.
- Add the Dialog Insight domaine, example « https://app.dialoginsight.com ».
- Navigate to the Dialog Insight Configuration page.
- Configure DI login information.
- Add [domain]/webservices/ofc4in the Domain box where [domain] corresponds to your environment.
Example, app.dialogsight.com for Canada and app.mydialogsight.com for France.
- Enter the following information in the appropriate fields :
- Dialog Insight Key ID corresponds to Id Key in the Third Party Login configuration page in DI.
- Dialog Insight Key corresponds to API Key in the Third Party Login configuration page in DI.
- Integration is Integration ID on the third-party connection setup page in DI.
- Choose from the drop-down list the DI project to which you want to send the data.
- Click the Save & Refresh button.
- Add [domain]/webservices/ofc4in the Domain box where [domain] corresponds to your environment.
- Configure the fields to sync.
- Go to the Contact Fields section of the page.
- Add all the fields you want to sync in your DI project using the + icon.
- Click on the edit icon (pencil), then select the name of the desired field.
- Click on the Save button at the top right of the Contact Fields section.
Suppression
It is possible to remove the Dialog Insight plugin for Salesforce by following this procedure :
- Access the Setup menu of your Salesforce platform
In the search bar, enter Installed Packages then click on the displayed tab of the same name
- Click Uninstall on the line referring to the Dialog Insight plug-in.
- Once the process is complete, users will receive an email alert.
Update
To update the plug-in version, you must uninstall it and then install it again using the installation link.