While the integration process between Delighted and Salesforce is super quick, there are a few additional steps and considerations that can help you sidestep issues down the road. In this section, we’ll cover a few best practices to make your use of the Delighted integration super seamless.
Verify your Salesforce edition
Prior to setting up the Delighted + Salesforce integration, be aware that use of the Salesforce API is required in order for the integration to function. As not all Salesforce editions include use of the API, be sure to check Salesforce’s current listing of editions that support API access to confirm your edition is supported. You can find all supported editions via Salesforce’s Trailblazer Community page.
Using a sandbox?
If you’re interested in testing with a Salesforce sandbox account prior to integrating with your production instance, send us a quick note. We can provide you with a unique URL for connecting with SFDC sandbox.
Install the integration with a generic user
When there are user account changes, security updates, or adjustments to access-related settings in Salesforce, that can sometimes result in expired access and/or token-based issues. To sidestep this issue completely, consider installing the integration while signed in as a generic user (ex. email@example.com vs. firstname.lastname@example.org). This can help ensure the integration is connected to a user that won’t be potentially adjusted, which can avoid breaking of the integration.
Be aware of any workflows or restrictions
If you’re triggering flows off Delighted objects/fields, or have custom configurations that require specific conditions be met before updating a Contact record, there is a potential for the integration to encounter issues when running the sync of response data. When setting up the integration, be sure to clear any workflows or configurations that would restrict the updating of the Contact record. These areas are also a great place to start checking if you’re not seeing responses sync over as expected.
Since we’ve introduced our Salesforce integration, we’ve had the opportunity to work with hundreds of customers to set-up and dial-in their integration between Delighted and SFDC. In our next section, we’ll share some of the common questions we’ve heard while working with those customers and the answers we shared.