Hello,
Can the standard Salesforce CRM connection sync lead data captured in AEP, including custom objects/data linked to those leads?
We plan to store product interests as custom objects in Salesforce. If AEP dedupes a Lead, it should update the Lead info (name, email, phone) but append new product interests without overwriting existing ones.
For example, our web forms (using AEP) will collect not only name, email, and phone, but also the products the person is interested in.
Is the standard Salesforce CRM connection sufficient, or do we need a custom integration for this?
Below is a high-level representation of our potential Salesforce data model, showing deduped Leads and their interactions, including product interests.
Thanks!
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@JeanBaro2 I doubt that is possible, as per the document the two objects (leads and contacts) fields will be available to be mapped within the destinations.
I doubt custom object will be available in the mapping fields.
However another is you could create a custom query in the datasest which includes all that data and output it as new dataset ( using query service) and download this data, obviously this creates extra process and requires more effort
Hope that helps
Anil
@JeanBaro2 I doubt that is possible, as per the document the two objects (leads and contacts) fields will be available to be mapped within the destinations.
I doubt custom object will be available in the mapping fields.
However another is you could create a custom query in the datasest which includes all that data and output it as new dataset ( using query service) and download this data, obviously this creates extra process and requires more effort
Hope that helps
Anil
Thanks, @Anil_Umachigi , for your insights. I appreciate it!
So, it seems the ideal option would be to build a custom integration ourselves. Here's what we're considering:
Is this approach feasible, or are there better alternatives you recommend?
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