In this short and engaging video, Xplenty Technical Success Engineer Ellie Mary Finley walks through the process of extracting data from Intercom into Salesforce. Finley guides Salesforce developers step-by-step through the Xplenty interface, outlining everything users need to know to establish a connection quickly and easily. She goes on to describe how to validate a data package and set up a schedule for new data to upload from Intercom into Salesforce on a regular basis.
This tutorial is helpful viewing for Salesforce developers new to the Xplenty interface, or those in need of a quick refresher. Any Salesforce user who wants to extract data using a rest API component into Salesforce will find Finley's talk useful and easy to follow. Keep it on hand whenever you need to create a new connection, establish a data package, validate a data package, or set up scheduling for the integration of new data.
What You Will Learn
Create connections to Intercom in Salesforce [00:00:32]
Create a data package [00:00:53]
Create rest API source component [00:01:02]
Edit the API call [00:01:44]
Connect to the Salesforce destination [00:02:27]
Validate and run the package [00:03:00]
Look at variables of run packages [00:03:20]
Use the timestamp variable to limit results to new records [00:04:09]
Set up scheduling for data to get loaded into Salesforce every day [00:04:31]
Keith connected multiple data sources with Amazon Redshift to transform, organize and analyze their customer data.
They really have provided an interface to this world of data transformation that works. It’s intuitive, it’s easy to deal with [...] and when it gets a little too confusing for us, [Xplenty’s customer support team] will work for an entire day sometimes on just trying to help us solve our problem, and they never give up until it’s solved.
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[00:00:00] In this tutorial, I'm going to walk you through extracting data from Intercom using our rest API source component and loading it into your Salesforce instance. The first step is to create our connections to Intercom in Salesforce.
[00:00:32] They're both native connectors, so the only thing you have to do to get these connections set up is click authenticate and then allow Xplenty access.
[00:00:53] Now we can create our package. We're going to use a blank data flow.
[00:01:02] The first component we'll create is the rest API source component. We're going to use this to load in the Intercom data using the Intercom connection we already created.
[00:01:22] Xplenty will handle the authentication, so we just need to put in the method URL and any headers that are necessary.
[00:01:44] I'm going to edit the API call so that instead of grabbing all of the companies, I'll only grab ones that were created after a specific time.
[00:02:02] Xplenty can parse JSON for us so we can edit the JSON path to get directly to the company data that we're interested in using.
[00:02:15] For creating accounts in Salesforce, I'm just going to need the Intercom ID and the name of the company.
[00:02:27] For this data flow, we don't need any transformation between Intercom and Salesforce, so we can connect to the Salesforce destination.
[00:02:42] Here I specify that I want to create new accounts using insert only. In the final step in the Salesforce destination component, I mapped the fields from Xplenty to the field names in Salesforce.
[00:03:00] Next, we validate the package and then we run it.
[00:03:20] Now that the packages run successfully, we can take a look at how many records were updated as well as what the package variables evaluated to. The job submission timestamp captures the time that the job was submitted for execution. The next time that this package runs, that timestamp will be saved as a new variable called "package last successful job submission time".
[00:03:49] We can use this package variable to implement incremental loading in our package. In our package, we'll edit the user package variables to include that timestamp for the last time that the job successfully ran.
[00:04:09] Now we can use that variable in the Intercom API call to limit the results to companies that have been created since the last time we successfully ran this package.
[00:04:31] After we validate our package, we're ready to set up scheduling.
[00:04:38] We'll create a schedule that runs once a day and it will incrementally load any new companies from Intercom into Salesforce.
[00:05:07] Now that you've got your schedule up and running, you can count on your data to get incrementally loaded into your Salesforce instance every day.
The Xforce Data Summit is a virtual event that features companies and experts from around the world sharing their knowledge and best practices surrounding Salesforce data and integrations. Learn more at www.xforcesummit.com.
Before reading “Intercom to Salesforce Tutorial [VIDEO]”
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