Configure Real Time Custom Object Pull in DNN Salesforce Sync

Overview

Real-Time Custom Object Pull in DNN Salesforce Sync allows your DNN site to instantly receive Salesforce custom object data using the Outbound Message Endpoint URL.Whenever a record is created or updated in Salesforce, the outbound message triggers data to be pulled into DNN, ensuring your site stays updated in real time with accurate and filtered Salesforce data.

Pre-requisites : Download And Installation

To configure Salesforce Sync with DNN, you will need to install the DNN Salesforce Integration module.

DNN Salesforce Object Sync along with seamless integrations with other portals and enterprise applications

Configuration Steps

Step 1: Configure Workflow Integration in DNN

• To connect the DNN Salesforce Integration module with Salesforce, you can follow the first step from the provided setup manual.
• Once completed, proceed with the steps below to configure the Salesforce Workflow Integration for enabling Real-Time Custom Object Sync in DNN.
• Navigate to the Object Mapping tab of the plugin and click on Add Object Mapping.

• For configuring the object mapping, please follow the remaining steps as explained in the provided setup manual.

• Navigate to the Sync Options tab. Under the Realtime Sync section, you will find the Outbound Message Endpoint URL. Copy this URL as it will be required while setting up the Salesforce Workflow/Outbound Message.

Step 2: Configure Flows in Salesforce

• Go to Salesforce login page https://login.salesforce.com and login as an Administrator.
• You will be represented with the home screen of Salesforce.

• Navigate to the Setup tab.

• Under the PLATFORM TOOLS navigate to the Process Automation, under that you will find Outbound Messages.

• In the window opened, click on the New Outbound Message button to configure a new outbound message.

• Now, for Step 1 Select Object, select any Salesforce object you want to sync the records of

Name	Enter any name of your choice.
Endpoint URL	Please paste the endpoint URL copied from the plugin’s Sync Options Tab
Accounts field to send	Select the fields you want to sync with DNN

• Now, for Step 2 Configure Outbound Message, in the Name, enter any name of your choice. By default, the Unique Name would be set the same as the Name. Paste the Redirect URI for outbound message generated from the plugin in the field corresponding to Endpoint URL.

• .Select the custom object fields you want to sync with DNN from the available fields and add them. Click on Save. The Outbound message is now created.

• Click on the option Flows under the heading Process Automation in the left navigation section. In the window opened, Click on the New Flow option.

• After choosing the Triggered category, a list of Triggered Automation types will appear. From the available options, select Record-Triggered Flow to create a flow that runs automatically whenever a record is created or updated.

• In the Configure Start dialog, select any Salesforce object whose data you want to sync to DNN (in the below image, we have chosen Lead).

• Set the Configure Trigger condition to A record is created or updated.

• In the Optimize the Flows for section, select Actions and Related Records option.

• Click on the (+) plus icon to choose the action, as shown in the below image.

• From the dropdown, select the option as Action.

• In the Search Actions input field, search for the outbound message that you just created for the sync to perform.

• Assign value to the action in the Label field and click on the Save button. (The API Name will be populated by default same as the Label name given by you.)

• Enter the Flow Label of your choice. Also, the Flow API Name will be set by default same as the Flow Label provided. Click on Save button.

• Click on the Activate button to activate the flow you just created.

• The flow has been created.

• You can trigger the sync from Salesforce to DNN by creating or updating a record from the chosen Salesforce object.

The DNN Object Data Sync for Salesforce plugin facilitates real-time sync from Salesforce to DNN, using Flow builder automation. By following this guide, you have successfully configured the Flow builder for your Salesforce-DNN sync purposes, and now if you create or edit any object satisfying the rule then the configured fields will get synced with DNN.

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Get in Touch

Please reach out to us at dnnsupport@xecurify.com, and our team will assist you with setting up Real-Time Sync for Salesforce integration in DNN. We will also help you choose the most suitable solution or plan based on your requirements.