Access the Integrations Page
To access the integrations page:
Click your email in the top-right corner.
Select "Account" from the dropdown menu.
On the Account page, click "Integrations."
If Salesforce is not yet connected, you will see an option to connect your account.
Connecting Salesforce
Log into Salesforce
Ensure you are logged into the Salesforce organization you want to connect.
Connect your account
Click the "Connect" button under the Salesforce section.
If you have access to multiple Salesforce accounts, select the correct one.
Authorize Charm.io
When prompted, click "Allow" to grant the necessary permissions.
Once these steps are completed, you will be redirected to the integration page, and your connection will be established.
Configuring the Salesforce Integration
On the Integrations page, click the "Configure" button under Salesforce.
You will be taken to the Salesforce integration settings page.
Click the "Fields Mapping" tab to start mapping fields between Charm.io and Salesforce.
Mapping Charm.io Fields to Salesforce
Click the "+ Field" button to add a new mapping.
Choose a Charm.io field and select the corresponding Salesforce field.
Repeat this process for each field you need to map by clicking "+ Field" again.
Click "Save" once all mappings are completed.
Important:
Only fields of the same type (e.g., text to text, number to number) can be mapped.
If a required field is missing in Salesforce, you may need to create a custom field.
Creating Custom Fields in Salesforce
If the necessary Salesforce fields do not already exist, follow these steps to create them.
Open the Object Manager
Click the gear icon in the top-right corner and select "Setup."
In the search bar, type "Account", then select it from Object Manager.
Add a Custom Field
Go to the "Fields & Relationships" section and click "New."
Select the appropriate field type based on the data from Charm.io:
Use "Number" for numerical fields.
Use "Text" or "Text Area (Long)" for text fields longer than 255 characters.
Enter a Field Label and Description, then click "Next."
Set User Permissions
Ensure the Salesforce user connected to Charm.io has access to the new field.
To verify access, log into Salesforce with the integration account, open an Account record, and try updating the new field.
Add the Field to Page Layouts
Choose which page layouts should display the new field.
We recommend adding it to the default Account Layout for visibility.Click "Save" to finalize the custom field creation.
Once the field is created, refresh the Charm.io field mapping page to see the new field available for mapping.
Removing Old Charm.io Integration Data
If you're transitioning from a previous Charm.io integration, you may need to remove the old package. Follow these steps:
Backup Your Data
Ensure all critical data is backed up before uninstalling the package.
Check Dependencies
Make sure the package is not in use. It is recommended to test the removal in a sandbox environment first.
Uninstall the Charm.io Package
Open Salesforce Setup.
Search for "Installed Packages" in the Quick Find box.
Locate the Charm.io package and click "Uninstall."
Confirm by selecting "Yes, I want to uninstall...", then click "Uninstall."
If an alert appears regarding associated objects, remove those objects before proceeding.