Salesforce Integration

Documentation for the Salesforce/ACME Integration and the beta Membership Import (Bulk) feature

ACME/Salesforce Integration Solution
ACME/Salesforce Integration Solution TABLE OF CONTENTS Features Supported Business Processes Assumptions Limits Roles and Responsibilities Integra...
Mon, 6 Dec, 2021 at 2:42 PM
ACME/Salesforce Visualforce Guide
ACME/Salesforce Visualforce Guide TABLE OF CONTENTS Visualforce Membership Sales Use Cases ACME Settings Adding Visualforce Buttons to Object Layouts...
Wed, 21 Jul, 2021 at 4:38 PM
ACME/Salesforce Membership Import Process
ACME/Salesforce Membership Import Process TABLE OF CONTENTS Purpose Overview of Membership Import Process Prerequisites Membership and Membership Car...
Wed, 14 Apr, 2021 at 8:24 PM
Salesforce Integration Tool User Guide
TABLE OF CONTENTS Using the Salesforce Integration Tool API Calls Permissions Data Retention View and Push Data Process Timing Data Logs Proc...
Mon, 21 Mar, 2022 at 3:51 PM
Membership Import: New Memberships and Other Lifecycle Actions
TABLE OF CONTENTS Upload New Memberships and Process Lifecycle Action Changes Membership Required Fields Membership Card Required Fields Inputs Outpu...
Wed, 4 May, 2022 at 4:10 PM
Membership Import: Editing Records
TABLE OF CONTENTS Direct Membership Edits in Salesforce Inputs Outputs Exceptions Controls Verification Process Editing Memberships and Membershi...
Mon, 21 Mar, 2022 at 3:32 PM
Membership Import: Merging and Deleting Records
TABLE OF CONTENTS Merging Data in Salesforce Updating Contacts and Households Deleting Memberships from Salesforce and ACME User Guide Merging contac...
Wed, 15 Sep, 2021 at 12:35 PM
How to Resolve Missing or Unlinked Data In Salesforce
TABLE OF CONTENTS How to Resolve Missing or Unlinked Data In Salesforce Order (Opportunity) Is Missing Data Issue with related Customer (Contact/Accoun...
Thu, 2 Dec, 2021 at 3:33 PM
Looking up ACME External IDs
TABLE OF CONTENTS Order Membership Customer Order The ACME External ID (aka database ID) is different from the customer facing Order number and ...
Thu, 2 Dec, 2021 at 3:33 PM
ACME Data Model as represented in Salesforce - NPSP
Click here for the ACME Data Model as represented in Salesforce - NPSP. A reference spreadsheet (updated 05/2021) is also attached.
Tue, 21 Sep, 2021 at 12:13 PM