When the two systems play nice, you’ll get the most out of both.
Managing your data is key, but integration can be a daunting task. You have contacts that exist in Salesforce you want to text, so there needs to be an integration between your information system (in this case, Salesforce) and your texting platform (in this case, Cadence). Then, for peak efficiency, the activity needs to travel back from Cadence to Salesforce. Luckily, this is entirely possible and not too difficult to execute.
How do you get contacts from Salesforce to Cadence?
A manual integration process is complicated, so Mongoose built integrations into Cadence to make it easier to transfer data. While every system will treat integration differently, Salesforce provides an Application Program Interface (API) to use. This API “talks” to Cadence.
Note: the API in Salesforce is a REST API, always listening for questions and ready to give information.
“That API is publicly available. It’s well documented. All we did was crack open that documentation and get to work. We essentially talk to that API, ask it for a given report or a Listview that’s pretty easily managed within Salesforce. We can say, “Give us all the contacts or leads. We basically reach into that Salesforce instance and pull data out.” Nick Forysinski - Mongoose Lead Software Developer
But, we have a lot of information
In our experience, schools do not want to bring over every record, so the API contains a report or ListView allowing staff to be selective. When integrating Cadence with Salesforce, you can choose which student data you’d like to export. This way, you’re not creating extra contacts with whom you don’t want to communicate.
Defining your contacts
Cadence will contact Salesforce through the API periodically to keep your data up to date. This allows you to track conversations and reference information about the person with whom you’re texting. Through these custom fields, you can access a student’s (or potential student’s) enrollment status, or whether they’ve applied for financial aid.
We encourage the institutions we work with to create a report that encompasses the data they’d like to see about a student within our platform. By building a report that includes custom fields, your information is organized in one place.
You can also use Cadence to make your own segments of students using different fields.
i.e.- Send a message to all students who match a certain criteria
Integration is a two-way street
The same API used to bring student data into Cadence is used to transfer messaging data back into Salesforce. This allows you to browse information in Salesforce, as well as your conversations in your texting platform, without having to toggle back and forth between the two programs.
There are two options for sending message activity data back into Salesforce:
1. Store message activity data on a custom object (Mongoose provides a mapping tool)
2. Use Salesforce’s Activity History to store and reference conversations.
What if a student doesn’t want to receive texts from a certain department?
When a student opts out of texts, that information can be updated live in Salesforce, automatically. The staff member does not have to go back into Salesforce, find the student, and update the data manually.
Salesforce integration makes life easier.
The better your texting platform plays with your information system, the better it is for your staff. Increased efficiency saves your department time (and brain cells).
Want to hear more? Check out our podcast discussion on Salesforce integration with Mongoose Lead Software Developer, Nick Forysinski, and Mongoose President, Dave Marshall.