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The purpose of this document is to provide information on specific integration vectors of Captello with Salesforce, using the Salesforce (Premium) Connector. For information about the Standard connector, refer to Salesforce (Standard).
For the differences between the Standard Connector and the Professional Connector, refer to Differences Between Standard and Professional Connectors.
Overview
Here's a quick overview of what you can do with this integration:
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API Information and Sync Flow Diagram
API Used: SOAP API (v24.0)
Duplicate checking method: The SOAP API is used to check against our data base in the synced leads/contacts. If the setting to check for duplicates in real time is turned on, Captello uses the same API to run a SOQL query.
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| Standard | Professional | |
|---|---|---|
| Can sync records to the Leads object | ✅ | ✅ |
| Can sync records to the Contacts object | ✅ | ✅ (by converting leads to Contacts). |
| Can create opportunities for Contacts | ✅ | ✅ |
| Can add records to campaigns | ✅ | ✅ |
| Duplicate management settings | ✅ | ✅ |
| Time to sync records | Instantly | On sync cycles (5 minutes in between). |
| Can connect multiple Salesforce accounts at once | ✅ | ⛔ |
| Can connect sandbox accounts without Captello Support help | ✅ | ⛔ |
| SSO authentication | ✅ | ⛔ |
| Ability to set a no-action outcome in fulfillment actions (ex. Update a record if existing, else, no action is taken). | ✅ | ⛔ |
| Assigning owners based on Captello owners | Workaround available | ✅ |
| Can create tasks for records | ⛔ | ✅ |
| 2-way syncing, cross reference filters and ROI syncing | ⛔ | ✅ |
| Constantly syncs updates for synced records on 5-minute sync cycles. | ⛔ | ✅ |
| Capture Form lookup | Upcoming feature | ✅ |
| Can sync marketing emails to records as activities | ⛔ | ✅ (requires the Captello plugin) |