Configure data synchronization in the Salesforce integration

Once you've set up the Salesforce integration, you can configure exactly what data you want synced between the two platforms. You'll select a Private Panels panel and a Salesforce contact list to link. Then, you'll define which properties or attributes from each you want to sync.

Note: Data sync can only be configured between one panel and one contact list at a time, and the configuration applies to your organization's entire Private Panels account.

Property mapping options

When selecting data to sync between Private Panels and Salesforce, the data must be compatible in both platforms. For example, a text field in Salesforce cannot be synced with a boolean property in Private Panels. Nor can a date field be synced with a text string property.

Here's a breakdown of what Salesforce field types can be mapped to each Private Panels property type:

Private Panels property type	Compatible Salesforce field types
Text	String Double ID Address Phone Email URL
Long text	Textarea
Date	Datetime Date
True/False	Boolean
Number	Int
Single-select (dropdown)	Picklist Reference
Multi-select (checkbox)	Multi-picklist

Note: When syncing Single-select and Multi-select properties with Salesforce, the options available for the synced field in Salesforce are automatically saved within Private Panels. You will not be able to edit the Single-select or Multi-select options manually in Private Panels.

Sync directions

Data can be synced in either direction using this integration, meaning you can indicate whether changes in Salesforce should trigger updates in Private Panels or vice versa.

You have the following sync options:

• Salesforce → Private Panels: Changes to the selected property in Salesforce trigger updates in Private Panels. Best for data that is managed in Salesforce but used for reference or filtering in Private Panels.
• Private Panels → Salesforce: Changes to the selected property in Private Panels trigger updates in Salesforce. Best for data that is managed in Private Panels but used for reference or filtering in Salesforce.
• Two-way: Changes to the selected property in either Salesforce or Private Panels trigger updates in the opposite platform. Best for data that could be managed in either Private Panels or Salesforce, with no platform serving as the source of truth over the other.

Configure data sync

When you know what data you want to sync, you'll configure your selections on the Integrations page in your Private Panels account.

To configure property mapping in the Salesforce integration:

1

Navigate to the Settings tab in Private Panels. Then, select Integrations.

2

Under Salesforce, click Configure sync. The data sync modal is displayed.

3

Select a Target panel from the drop-down. This is the Private Panels panel you want tied to Salesforce.

4

Select a Salesforce list from the drop-down. This is the Salesforce contact list you want tied to Private Panels.

5

Click + Add property mapping to add a new data point to sync.

Note: Private Panels automatically adds mapping for First name, Last name, and Email fields if detected in your Salesforce account. However, these are not synced until you choose a Target panel and Salesforce list.

6

Select the Salesforce field and the Private Panels property you want synced. Your selection in one drop-down will affect the available options in the other. For more information, see Property mapping options.

7

Select a Direction for the sync. For more information, see Sync directions.

8

Repeat steps 4–6 for each data point you want to sync.

9

Click Save configuration.

Now, your sync configuration is saved. You'll see your synced Private Panels panel and Salesforce contact list on the Integrations page:

Here, you can click the Settings (gear) icon to adjust your configuration or the Sync button to manually trigger a sync:

When your first sync runs, any records that exist in one platform but not the other are automatically created where they did not exist before. For example, if my Salesforce contact list has 10 records but my synced Private Panels panel is empty, 10 new panelists will be created in my panel upon the first sync.

View sync status

Once data sync is configured, the integration runs automatically once a day at 6 am UTC/11 pm PST (though you can always trigger a manual sync as shown in the screenshot above). You can view the status of the latest sync on the Private Panels Integrations page:

Here, there are three possible statuses:

• Sync finished: The latest sync completed with no issues.
• Sync running: A sync is in progress.
• Sync error: A sync began but could not be completed. Hover over this status for more information. For help resolving the issue, see Troubleshoot the Salesforce integration.

View synced properties

In Private Panels, properties synced with Salesforce are indicated with a Salesforce icon that includes the associated Salesforce field label. You'll see this if you navigate to the Panel properties tab for your panel.

For example, First Name, Last Name, and Email in this panel are all synced with Salesforce:

For more information on the Salesforce integration, see the following resources:

Set up the Salesforce integration

Configure data synchronization in the Salesforce integration