Salesforce Integration Requirement
This article provides information regarding the requirements for successfully integrating Fullcast with Salesforce.
The Fullcast - Salesforce integration is necessary to access data used for GTM planning in the Fullcast App, migrate planned data, and execute policies within Salesforce. The integration includes importing and exporting data and accessing Salesforce/Fullcast metadata.
Fullcast provides a standard out-of-the-box integration with Salesforce that requires the below requirements to be met.
- Data Access: Access is required for each integration type.
- Modify All Access for Data Export: Required for standard and custom objects to export GTM data into Salesforce.
Data Access Requirement
The object and field access required for each of the integration types are listed below:
Import to Fullcast
| Account | User | Product | Opportunity | Opportunity Line Item | Role | Additional Objects |
| ID | ID | ID | ID | ID | Role Name | ID |
| Account Name | Name | Name | AccountID | OpportunityId | Role Name | Account/User/Product reference |
| Parent ID | First Name | Product Code | OwnerId | Product2Id | ||
| Parent Name | Last Name | Quantity Unit of Measure | Type | UnitPrice | ||
| Last Modified Date | Last Modified Date | Family | StageName | Quantity | ||
| Created Date | Created Date | isActive | Amount | ListPrice | ||
| Billing or Shipping Address | Address | isArchive | RecordType.Name | Opportunity.StageName | ||
| Latitude | Latitude | isDeleted | Owner.Profile.Name | Opportunity.RecordType.Name | ||
| Longitude | Longitude | Type | Owner.UserRole.Name | |||
| Owner ID | User Role Name | Last Modified Date | isDeleted | |||
| Owner Name | Profile Name | Created Date | ||||
| Owner Role Name | User Type | |||||
| Owner Profile Name | User Name | |||||
| Record Type ID | isDeleted | |||||
| Record Type Name | Title | |||||
| isDelete | Manager ID | |||||
| Manager Name | ||||||
| isActive |
Export Into Salesforce
“Modify All” access is required for the below objects to export GTM data into Salesforce.
- Account Team (Standard Object)
- Fullcast Custom objects
Fullcast App - Motion Package API integration:
The Fullcast app and motion package is integrated via REST API, Apex REST API, and Apex REST callout.
- Fullcast Motion Policy Configuration: Configured in Fullcast and available in Salesforce during policy execution. Requires access to Salesforce standard object/field metadata.
- Leads: If Lead Routing Policy is configured
- Accounts: If Account Routing Policy is configured
Pre-requisite: Import & Export data requirements are met.
Additional Resources
Introduction to the Fullcast and Salesforce Integration