This article will cover the details of the migration from the legacy integration to the revamped Salesforce Score Exports.
On Jan 5th, the Salesforce Score Exports feature will be available to all 6sense customers using Salesforce CRM and with an active Advanced subscription. Customers setup a Mapping Profile (link to setup guide) and use it in an Orchestration (link to setup guide) which will let 6sense push score updates to Salesforce daily.
Customers can leverage the new Sandbox feature to test this migration first, while maintaining the legacy integration for their Production environment to ensure continuity. Once you are satisfied with the Sandbox, you can setup a similar Mapping Profile and Orchestration for the production environment. Once that’s set up, file a ticket with 6sense Tech Support and schedule an agreed upon date to confirm the switchover to the new exports.
Note: The Sandbox feature is being rolled out on Jan 8th. Customers wishing to test the new score exports via Sandbox should wait for the feature to be rolled out on Jan 8th before proceeding with the migration.
Customers can also skip the Sandbox step and go straight to Production (Configure the Mapping Profile, Setup the exports in Orchestration, file ticket with 6sense Tech Support to confirm the switchover to the new exports).
The 6sense Salesforce AppExchange App, which contains the legacy sync functionality that will be deprecated once the migration is complete. The legacy sync functionality will be completely removed from the current App on Apr 20th, 2021, and all associated sync processes will cease from this older integration. The App will continue to exist for customers as it is required to function for 6sense Sales Intelligence.
Migration Requirements:
Grant write access to 6sense score fields in your Salesforce Accounts, Contacts, and Leads objects. This is necessary for us to be able to ‘write’ scores to relevant records within your Salesforce instance
Sufficient API limits. Depending on the size of your Salesforce, we will need sufficient API allowances to write data to your instance. You will easily be able to control this in our new user experience.
Reminder:
As communicated earlier in December 2020, the following capabilities will also be deprecated from the the 6sense Salesforce AppExchange App due to removal of the older sync method:
The 6sense Chatter Alert functionality within the App. Customers may use Process Builder to setup Chatter alerts as desired on the data within Salesforce with the new data integration.
The 6sense New Company functionality within the App. Customers with access to 6sense Essentials can use our Create New Company Orchestration (/knowledge-base/360048438373-Getting-Started-with-Create-New-Accounts-Orchestration) to automate new company creation.
Timeline:
Jan 5th – New SFDC Exports for scores feature available to all 6sense customers
Jan 8th – SFDC Sandbox feature for score exports available to all 6sense customers
From Jan 5th till Apr 5th – Existing customers should follow the migration plan above.
Apr 5th – All Migrations complete
Apr 20th – 6sense Salesforce AppExchange App will lose all sync functionality with an update, and will exist solely to enable 6sense Sales Intelligence