Salesforce Integration
Documentation for the Salesforce/ACME Integration and the beta Membership Import (Bulk) feature
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 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 TABLE OF CONTENTS Purpose Overview of Membership Import Process Prerequisites Membership and Membership Car...
Wed, 14 Apr, 2021 at 8:24 PM
TABLE OF CONTENTS Using the Salesforce Integration Tool API Calls Permissions Data Retention View and Push Data Process Timing Data Logs Proc...
Wed, 9 Nov, 2022 at 7:16 PM
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
TABLE OF CONTENTS Direct Membership Edits in Salesforce Inputs Outputs Exceptions Controls Verification Process Editing Memberships and Membershi...
Wed, 5 Oct, 2022 at 4:34 PM
TABLE OF CONTENTS Merging Data in Salesforce Updating Contacts and Households Deleting Memberships from Salesforce and ACME User Guide Merging contac...
Mon, 27 Feb, 2023 at 4:08 PM
TABLE OF CONTENTS How to Resolve Missing or Unlinked Data In Salesforce Order (Opportunity) Is Missing Data Issue with related Customer (Contact/Accoun...
Thu, 9 Feb, 2023 at 8:18 PM
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
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