Salesforce Sync (HockeyStack to Salesforce push)

Salesforce sync add-on enables you to push touchpoints from HockeyStack to Salesforce. This allows for unified reporting and to easily track where any account or person is in the buyer journey within a single object in Salesforce.

We create and push the following 4 objects to Salesforce as a part of the sync:

• HockeyStack Company (HS_Company__c)

• HockeyStack Person (HS_Person__c)

• HockeyStack Stage(HS_Stage__c)

• HockeyStack Touchpoint(HS_Touchpoint__c)

Before we enable Salesforce Sync you must grant both Read and Write access for our Salesforce integration user. You can easily grant write access through the API configuration page (Settings > API & Integrations > Configure > Click on ‘Add write permission’).

After permissions are set, you can enable the Salesforce Sync in the same configuration page (Settings > API & Integrations > Configure > Sync to Salesforce).

Once the feature is enabled, we’ll begin the sync promptly and it may take up to 24 hours to see the synced data on your Salesforce instance.

With the Salesforce Sync, we create 4 custom objects.

HockeyStack Company (HS_Company__c)

HS_Company__c mirrors all the company data, similar to the Account object on Salesforce. This is a custom object that represents the merged company data in HockeyStack.

Schema

Label	API name	Type	Description
HockeyStack Company ID	HS_Company_Id__c	Text (External ID)	ID of the company
HockeyStack Company Name	HS_Company_Name__c	Text	Name of the company
HockeyStack Company Domain	HS_Company_Domain__c	Text	Main domain of the company
HockeyStack Company Timestamp	HS_Timestamp__c	DateTime	Last modified date of company properties

When creating HS_Company__c object, we also create a new custom relation field called HockeyStack Related Company(HS_Related_Company__r) inside the Account object**.**

At HockeyStack, we keep track of the source and the identifiers of all the companies from different data sources/integrations that are merged. During the sync process, we take the ID of the Account object that was merged to a HS_Company__c object and build a relation between the Account object and the HS_Company__c object.

HockeyStack Person (HS_Person__c)

HS_Person__c represents the merged individual profiles of your Leads and Contacts.

Schema

Label	API name	Type	Description
HockeyStack Company	HS_Company__r	Lookup	Reference to individual’s company
HockeyStack Contact Name	HS_Contact_Name__c	Text
HockeyStack Person Timestamp	HS_Timestamp__c	DateTime
HockeyStack Identity	HS_Identity__c	Text	Email

Upon creating HS_Person__c object, we create a new custom relation field inside both Lead and Contact standard objects. Similar to HS_Related_Company__r, we create a custom relation field named HockeyStack Related Person(HS_Related_Person__r).

HockeyStack Stage(HS_Stage__c)

HS_Stage__c mirrors the stages that is defined on the HockeyStack platform. The definitions for these goals can be seen in settings (Settings > Data Categorization > Funnel Stages).

We sync the results of these defined stages to Salesforce. When a stage definition is modified, the sync will delete existing Stage objects from SFDC and re-sync with the new stage definitions.

Schema

Label	API name	Type	Description
HockeyStack Person	HS_Person__r	Lookup	Relation to related Person
HockeyStack Company	HS_Company__r	Lookup	Relation to related company
HockeyStack <Object Type>	HS_Related_<Object Type>__r	Lookup	Relation to related object. For example, if the Stage object is derived from an Opportunity object, the Label(API name) will be HockeyStack Opportunity(HS_Related_Opportunity) and will create a relation between the SFDC Opportunity object and HS_Stage__c
HockeyStack Stage Name	HS_Stage_Name__c	Text	Name of Stage
HockeyStack Stage Timestamp	HS_Timestamp__c	DateTime	Timestamp of the Stage
HockeyStack Identity	HS_Identity__c	Text	Email
HockeyStack User ID	HS_Who_Id__c	Text	UserID in HockeyStack
HockeyStack Related Record	HS_Related_Record__c	Text	Related record ID in HockeyStack

HockeyStack Touchpoint(HS_Touchpoint__c)

Similar to HS_Stage__c, the touchpoint objects will reflect the touchpoint definitions defined on the HockeyStack platform. The touchpoint definitions can be configured in Settings (Settings > Data Categorization > Touchpoints). Each touchpoint property will be a custom field in HS_Touchpoint__c. Similar to HS_Stage__c, if touchpoint definition changes, the sync will delete existing HS_Touchpoint__c and restart the sync with the new touchpoint definition.

Please find an example below.

Here the touchpoint uses ‘Marketing Channels’ and ‘Campaign’ as touchpoint properties. Then, the resulting HS_Touchpoint__c object will have the following schema.

Label	API name	Type	Description
HockeyStack Company	HS_Company__r	Lookup	Relation to related company
HockeyStack Person	HS_Person__r	Lookup	Relation to related person
Marketing Channels	HS_<property ID>__c	Text	Marketing Channels
Campaign	HS_<property ID>__c	Text	Campaigns
HockeyStack Timestamp	HS_Timestamp__c	DateTime	Timestamp of the touchpoint
HockeyStack Identity	HS_Identity__c	Text	Internal identity within HockeyStack
HockeyStack User ID	HS_Who_Id__c	Text	User ID within HockeyStack