Salesforce Managed Package Sync to Ambassador

Overview

You have complete control over the sync between Ambassador and Salesforce between an initial sync, recurring sync intervals, salesforce flows, and customizations. The managed package will always have Salesforce retrieve data from Ambassador and push data to Ambassador based on your configuration.

Initial Sync

During configuration, you will perform an initial sync for Salesforce to retrieve data from Ambassador. If data is available in Ambassador, it will create records in the applicable Ambassador custom objects outlined above. They can be viewed from the Ambassador Admin App or Ambassador App UI within Salesforce.

The objects will sync asynchronously. Completion time for the initial sync will depend on the volume of existing records in the Ambassador account.
Remember, the package does not sync data from Salesforce to Ambassador. Instead, it just pushes new data and data updates from Ambassador to Salesforce.

• If the "Initial Sync" button is grayed out, it has already been executed once before.

• If a record was correctly synced from Ambassador, it will have the “external ID” field populated.

• If you need to re-run an initial sync, click on Advanced Settings > uncheck "Full Sync" > Save. Then, refresh the Ambassador Setup page and click "Initial Sync" button again.

• If one or more of the object syncs result in an error, click on "Logs" and click into a specific log to view the error details.

• If you're able to resolve the error or want to re-try, re-run the initial sync using the steps noted above.

• If you're unable to resolve the error, email your Ambassador team to ask for help and provide screenshots of the error details.

Recurring Sync Interval

After the initial sync is complete, part of the configuration is to setup an incremental sync interval for Salesforce to continue retrieving new and updated data from Ambassador into the records within the Ambassador custom objects.
You'll select your preferred sync interval to run between every 15-minutes to once daily. A Salesforce Admin with access to the Ambassador Admin App in Salesforce can adjust the sync interval at anytime.

Examples of how the sync interval works:

• When a contact is enrolled as an ambassador (ie. referrer) through an enrollment channel or manually within the Ambassador platform, the sync interval will create or update an Ambassador record, and create Campaign Member and Segment Member records for them in Salesforce.

• When a Salesforce Flow triggers a commission from Salesforce to Ambassador, a Commission record is created in the Salesforce by the package. Then, later when the commission is approved or paid in the Ambassador platform, the next sync interval will update the status of the Commission record in Salesforce.

Real-Time - Salesforce Sends Data to Ambassador

Outside of the initial and recurring sync interval, Salesforce will use the managed package to create and update data in real-time within Ambassador from Salesforce flows and Ambassador custom objects.

Examples of the data that syncs from Salesforce to Ambassador:

• Referral Attribution Flows: When a Salesforce flow triggers to create a Referral Attribution in Ambassador.

• Order Flows: When a Salesforce flow triggers to create an Order or update an Order in Ambassador.

• Journey Flows: When a Salesforce flow triggers to update a journey stage in Ambassador.

• Ambassadors Object: When an Ambassador record is created or updated from the Ambassador UI in Salesforce, it will automatically create or update the related record in Ambassador