m3terDocumentation

Testing Sync Setup from Salesforce to m3ter

When you have configured the m3ter Connector for Salesforce for syncing your Salesforce data with m3ter, you can test your m3ter Connector setup.

This topic explains how to test your Connector sync setup and assumes you have already worked through and completed all of the configuration set out in the Configuring the m3ter Connector for Salesforce topic. Testing a sync action setup for syncing a Salesforce Opportunity into your m3ter Organization is used as an example to explain the workflow.

Tip: What in Salesforce gets mapped to what in m3ter when syncing? When you have completed the required setting up work and initiate a sync action, a preview is shown for which Salesforce object fields will be mapped to which m3ter object fields. This data mapping for the sync is determined by the preconfigured metadata mapping types that are installed with the m3ter Connector managed package. For more details, see the Reviewing and Managing Metadata Mappings topic in this section.

To test sync setup:

1. In Sales view, select the Opportunities tab.

2. Open the Opportunity you've added a Product to and configured a m3ter mappings for.

3. Select the Send to M3ter button at top-right:

  • A modal opens for the Account Data Mapping tab, which previews the mappings of the Salesforce Account object field values into corresponding m3ter Account object fields:

  • Note that if you want to change any to the field values that will be synced into m3ter, you can cancel out of the sync action at this point, make any required editing changes, and then restart and complete the Send to M3ter sync action.

4. Select Submit to m3ter. When the sync process completes, a Sync to m3ter Results screen shows:

5. You can now go to your m3ter Organization and check that the sync action has created or updated the respective data objects and mapped in the correct fields values for those objects:

  • In this example, the Acme Account has been successfully added to the m3ter Organization and the Account Details card shows that the fields values have been correctly synced in from Salesforce.

  • Note also that the m3ter object creation is attributed to the m3ter Service User whose credentials you added for the Salesforce m3ter App.

Next: Checking Sync Logs and Troubleshooting


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