Preface
Introduction to Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts recipe
- Prerequisites
Recipe contents
- Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts recipe assets
Using the Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts recipe

Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

Back Next

Synchronizing Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

When the Account
or Contact
entity is created or updated, the process is called by a webhook from Dynamics 365.

The process takes the data from the webhook, the object type, and the ID, and then calls a subprocess to process the account or contact entity. The subprocess tries to find an account in Salesforce based on the value in the new_salesforceid
field. If the account exists, the process updates the data in the Salesforce account. If an account does not exist, the process creates a new account in Salesforce, and then assigns the value of the new_salesforceid
field to the ID of the created account.

The process then creates a record in the database with the values Dynamics_ID, Salesforce_ID, entity name, Process_ID, and status as success. If an error occurs while creating the account, the value of the new_salesforceid
field is not assigned, and only the values Dynamics_ID, Process_ID, and status as failed are written to the database.

The process for contact entities uses the same steps as the subprocess for account entities, including creating an account to which the contact is associated.

Synchronization occurs based on the fields given in following table:

Dynamics 365 - Account	Salesforce - Account
Account Name	Account Name
Address 1(Composite)	Billing Address
Annual Revenue	Annual Revenue
Description	Description
Fax	Fax
ID	Dynamics_ID(custom field)
Industry	Industry
Number of Employees	Number of Employees
Ownership	Ownership
Phone	Phone
SIC Code	SIC Code
Ticker Symbol	Ticker Symbol
Website	Website

Dynamics 365 - Contact	Salesforce - Contact
ID	Dynamics_ID(custom field)
First Name + Last Name	Name
Account Name	Account Name
Job Title	Title
Email	Email
Business Phone	Phone
Mobile Phone	Mobile
Fax	Fax
Address 1(Composite)	Mailing Address
Address 2	Other Address
Personal Notes	Description
Birthday	Birthday

The industry fields for accounts are mapped based on the fields given in the following table:

Dynamics 365	Salesforce
Accounting	Finance
Agriculture and Non-petrol Natural Resource Extraction	Agriculture
Broadcasting Printing and Publishing	Media
Brokers	Insurance
Building Supply Retail	Retail
Business Services	Consulting
Consulting	Consulting
Consumer Services	Other
Design, Direction and Creative Management	Other
Distributors, Dispatchers and Processors	Other
Doctor's Offices and Clinics	Healthcare
Durable Manufacturing	Other
Eating and Drinking Places	Food & Beverage
Entertainment Retail	Entertainment
Equipment Rental and Leasing	Other
Financial	Finance
Food and Tobacco Processing	Food & Beverage
Inbound Capital Intensive Processing	Other
Inbound Repair and Services	Other
Insurance	Insurance
Legal Services	Other
Non-Durable Merchandise Retail	Retail
Outbound Consumer Service	Other
Petrochemical Extraction and Distribution	Other
Service Retail	Retail
SIG Affiliations	Other
Social Services	Other
Special Outbound Trade Contractors	Other
Specialty Realty	Other
Transportation	Transportation
Utility Creation and Distribution	Other
Vehicle Retail	Other
Wholesale	Other

Using the Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts recipe

Rename Saved Search

Table of Contents

Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

Synchronize Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

Synchronizing Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts

Synchronizing Dynamics 365 Accounts or Contacts with Salesforce Accounts or Contacts