Salesforce Integration FAQs

General Integration FAQs

What does it take to get connected to Salesforce?

The RocketVisor synchronization platform connects to Salesforce using the OAuth protocol provided by Salesforce. Once this connection established, RocketVisor maintains a secure connection to Salesforce, which you can revoke at any time.

During registration for a new RocketVisor account, you will be guided to a page in Salesforce where you can approve the RocketVisor synchronization connected app. You may use any Salesforce user account that meets the criteria below.

Some organizations have a dedicated “integration user” for such cases. Others authenticate using one of the team members’ own Salesforce user accounts. The user account that authorizes RocketVisor’s access to Salesforce must have at minimum the following requirements:

  • Have the “API Enabled” user field enabled under System Permissions section of the user’s profile page
  • Can read, create, and edit all objects you plan to use with RocketVisor

Salesforce Enterprise & Unlimited editions provide API access. Salesforce Professional Edition can have API access for an additional fee to Salesforce (via the Web API Package).

Once you approve RocketVisor’s access, this completes the authentication process, granting RocketVisor access to read and write to Salesforce objects (such as Leads, Contacts, etc.) on your behalf via the REST API. No changes are made to Salesforce during this authentication.

Does RocketVisor offer bi-directional sync?

Yes. By default, RocketVisor synchronizes data bi-directionally. We have spent considerable time and resources designing our bi-directional sync to be enterprise-grade. When a user updates data in Salesforce via one of your custom apps deployed with RocketVisor, the updates to Salesforce data are made directly and then RocketVisor’s local cache of the object data is updated. When a change occurs in Salesforce to data, that update will be synchronized into RocketVisor’s local object cache upon the next instance when one of your users interacts with an app that requires the data.

Will RocketVisor work with our complicated Salesforce instance?

Most likely, yes. RocketVisor interacts with Salesforce via the REST API, which is how nearly all third-party Salesforce integrations work, including those found on Salesforce’s AppExchange.

The most likely difficulty you may encounter is that your organization may have established certain requirements or rules in Salesforce that prevent actions being taken, such as moving an Opportunity stage forward before another field has been assigned a value. RocketVisor will provide you with clear error messages during development that will allow you to design apps that maintain compliance. Our customer success team will be glad to assist you during the design and development process.

Is RocketVisor compatible with…?

RocketVisor is compatible with Salesforce Lightning, Salesforce Classic, Salesforce Console, and other overlay providers.

Is RocketVisor an APEX application?

The main RocketVisor connection does not install any code on your Salesforce instance. RocketVisor is a fully cloud-hosted service that interacts with Salesforce data only via the REST API.  If you choose to enable Push Notifications, we provide an APEX class (as a managed package) so that you can trigger Push Notifications using Salesforce’s Process Builder.

Will RocketVisor change my Salesforce instance?

No. The permissions requested by RocketVisor during authentication do not allow any changes to be made to your Salesforce instance other than reading, updating, and creating objects such as Accounts or Leads. RocketVisor will never modify the configuration of Salesforce.

When does RocketVisor update Salesforce objects?

Only when your team asks RocketVisor to. The only changes to Salesforce occur when one of your team members uses an app you built to submit data to Salesforce.

What permissions does RocketVisor require?

RocketVisor only requests the minimum permissions required to (a) learn about your Salesforce instance so you can build custom apps and (b) to read and update Salesforce objects based on how you build your apps.

What Salesforce objects does RocketVisor support?

RocketVisor supports all standard and all custom Salesforce objects. Without any configuration, RocketVisor automatically comes ready to work with Accounts, Opportunities, Leads, Contacts, and Tasks. In the settings app, you can enable other objects (standard or custom) to be included.

How does RocketVisor conserve API calls to reduce costs?

RocketVisor’s Salesforce synchronization engine uses Composite Queries to group API calls and reduce consumption. As a result, RocketVisor uses approximately half of the API calls that would otherwise be needed, resulting in a savings to you of 50%.

In addition, RocketVisor has been designed to pull updates to data from Salesforce only as needed by your team. Rather than constantly synchronizing data your team may not need, RocketVisor smartly syncs data only as needed.

What Salesforce fields does RocketVisor support?

RocketVisor supports all standard Salesforce fields. To be specific, RocketVisor supports reading and writing the following field types: checkbox, currency, date, date/time, email, geolocation, number, percent, phone, picklist, picklist (multiselect), text, text area, text area (long), text area (rich), text (encrypted), time, URL fields. The following other fields are supported for reading: auto-number, formula, lookup relationships, master-detail relationships, external lookup relationships.

Does RocketVisor provide a granular audit trail for Salesforce operations?

Yes. All calls to the Salesforce API are automatically and permanently logged, including information such as who authorized the request, when and where the request was made, and the result. This information allows you to obtain a perfect audit trail for all reading and writing operations.

What happens when we add objects or fields to Salesforce?

RocketVisor has been designed to adapt to changing Salesforce configurations easily. If you are aware of a change to your Salesforce instance that impacts the objects or fields you are working with, you may go into RocketVisor’s settings for the Salesforce Connection and click “Remap API Fields” so RocketVisor can relearn any changes.

What information does RocketVisor store?

RocketVisor stores the minimum amount of information necessary to allow you to build custom apps and your team to work with Salesforce data. This includes two main categories. First, RocketVisor will read your Salesforce configuration to learn about the objects and fields available on your instance. Second, RocketVisor will temporarily cache data from the objects your users are working with that are directly referenced by your custom apps.

Push Notification FAQs

How do I set up RocketVisor Push notifications?

RocketVisor’s push notifications works using an API hook.  Your Salesforce instance calls out to RocketVisor’s API when data changes occur that should trigger a notification.  Notifications may also be dispatched according to a delay or relative to a date/time in Salesforce.  The easiest way to configure this is using the Salesforce Process Builder and RocketVisor’s lightweight Apex Class.  That is installable as part of RocketVisor’s Managed Package.

Here is an example of how RocketVisor is called via Process Builder:

How can I install the RocketVisor managed package?

A Salesforce administrator on your team, once logged into your production instance, can click this link:

Package Name: RocketVisor for Salesforce
Latest Package Version: March 2019 Package (V 1.7)

How does this package change my Salesforce instance?

The package includes 2 Apex classes.  One of which, the RocketVisorPublisher class, makes it possible for your Salesforce instance to call out to RocketVisor’s servers to initiate a push notification. The second class, RocketVisorPayloadTest is a test class.

Here are a few points worth noting about this package:

  • The package includes no capability to write or alter your Salesforce data.
  • This package does not make any changes to your Salesforce instance configuration other than whitelisting RocketVisor’s API endpoint for the call out.
  • The only data that this package can send to RocketVisor is data that you select as variables to pass through to the Apex class when building your process in Process Builder.

Here are the bodies of these classes:

Will this impact the speed of my Salesforce instance?

The Process Builder workflows have a negligible performance impact on your Salesforce instance.  At the time data changes, your Process Builder workflows will run to determine whether a call to RocketVisor should be made or scheduled.  Those calls are then queued for dispatch later.