Scribe Online Integration Services for Salesforce

Discovery on client data model

Create field mappings document

Configure Scribe to connect with Salesforce

Configure non-custom Scribe connector endpoint (ie SQL Server)

Create triggers for data sync between the two systems

Create flow mappings in Scribe to sync data from source system to destination system (ie Accounts, Contacts, Leads and Opportunities or Orders)

• Add logic or functions to Flows as needed to parse or transform data in transit

• Sync records

  
  

Test sync and work with client to resolve any errors

Activate and monitor sync for user acceptance period to resolve any sync issues