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Import Accounts from Salesforce Sales Cloud to Pricefx

This template fetches Accounts from Salesforce via REST API and imports them to Pricefx using a customer defined mapper.

ImportAccountsFromSalesforce01.png


Connection between PlatformManager and Salesforce

For details see Salesforce Configurations.

Installation

Go to PlatformManager > Marketplace, find Synchronize Accounts from Salesforce to Pricefx, select Deploy and then select a target integration instance and template version.

Configuration Steps

  1. Choose Salesforce REST connection to be used.

  2. Configure Integration Template parameters:

    • Cron expression for triggering synchronization – Defines when this Integration Template should run. Example value: "0+0+*+*+*+?+*".

    • Salesforce API version – Version of the target Salesforce API. You should enter only the number, skip the usual "v" in the path. Example value: "48.0".

  3. Define a mapper to map Products from Salesforce to Pricefx.

Troubleshooting Tips

For details see How Data Synchronization Works – Accounts, Products, Price Books.