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Setting Up and Using the Salesforce and Mako Fintech Integration

With our new Salesforce integration, Mako platform users can now save time by reducing the need for duplicating existing investor data between the two systems. The integration creates a two-way continuous data sync between investor information in Mako and Salesforce. Mako users can configure their Salesforce integration by mapping the fields from their Salesforce objects to their Mako investor fields.

This documentation includes the following sections:

  • How to Set Up Your Mako-Salesforce Integration
  • Configuring Salesforce Objects to the Mako Platform
  • Adding Investors or Updating Existing Investors with Salesforce
  • Initiate a Contact Sync Through The Investors Tab or Turn Off a Sync
  • Real-Time Continuous Syncing Between Salesforce and Mako

How to Set Up Your Mako-Salesforce Integration:

To begin, click on Settings > Integrations from the left-side menu, and then click Connect Account.



If you’re not already, sign into Salesforce to activate the integration. Once you select Connect Account, you will be asked to authorize and grant Mako access to the different levels. Once successfully integrated, the following confirmation screen will appear:


Now that you’ve connected the two platforms, you can begin to map objects in Salesforce to investor fields in Mako. 

Configuring Salesforce Objects to the Mako Platform:

Click Configure Object Sync, as shown in the screenshot above, to begin mapping fields to the Mako platform.

In the instructions that follow, we will demonstrate how to map Account object fields like Account Name, Account Site and Account Phone. We will also map the First Name, Last Name, Mailing Address, and Investment Preferences fields under Contact

To begin select the Search Salesforce Objects blank field and choose the object you’d like to map from the dropdown menu that will automatically appear. The search bar will automatically filter the drop-down based on what you are typing. Again, in this example, we’ll select fields from the Account and Contact objects. 



For each object you select, it will be added to the right-side column where you will make the selection of what fields to configure in the next step, as displayed below. To make your selection, click the arrow to the right of the object name, and then select the field you’d like to configure by checking it off.


When you’ve selected all the Salesforce fields that you want to map, click Next in the bottom right of the screen. You’ll be taken to a screen that looks like this:

The fields that you selected in Salesforce will often have a direct match with a field in the Mako platform. This is indicated by the Converter + sign in the middle appearing as grey. Simply click into the empty field box on the right, and select or search for the direct match from the drop-down list.


When there isn’t a direct match available, the Converter + sign appears blue.

Mako has four types of converters:

1. Date converter

2. Date/Time converter

3. Multi-Pick List converter

4. Street Name converter

Each converter is meant to synchronize records in Salesforce with records in Mako, when a direct match isn’t available. For example, in Salesforce, the Mailing Street field includes both the building number and the street name; whereas, in Mako, these are separate fields. The Street Name converter would be used in this case to harmonize the information between the two platforms.

Another example is with the Investment Preferences field where a list of values, known in Salesforce as a multi-pick list (a semi-colon separated string that can contain multiple values), needs to be configured on the Mako side into an array with multiple values using the Multi-Pick List converter.



To configure the non-matching fields, select the blue + sign. Doing this will open a text box where you can search for the type of converter you want. In the following screenshot, we’ll choose the Street Name Converter:


The Street Name Converter automatically creates the street name fields on the Mako side, which are Building Number and Street Name, but these still have to be manually selected in each of the fields that get mapped on the right side:


For the other non-matching field, Investment Preferences, you would select the Multi-Pick Converter, which would allow you to then choose Investment Preferences from the Mako side on the right.

When all fields have been properly mapped, the Finish button in the bottom right of the page will turn blue indicating that the fields can be mapped together. By clicking on the Finish button your current configuration will be stored, and investor information will be able to be mapped for both Account and Contact fields. This action is confirmed by the Configuration Complete message popup:


With the configuration now complete you’ll see the status of Salesforce now as Connected on the Integrations page. This is also where you would return to if ever you needed to edit your current configuration or to disconnect the account. 

Note: Editing the configuration will create a new integration.



Adding Investors or Updating Existing Investors with Salesforce:

With your Salesforce fields now integrated with Mako, you can begin to see the benefits of this mapping when you create a new Investor or update an existing one. 

In the example below, we have a fictitious contact in Salesforce named Jimmy Page that we want to add as a new investor in Mako without manually mapping each field, so we’ll rely on our Salesforce integration to do most of the work. Begin by selecting the + sign to add a new investor. To learn how to create a new investor in Mako read our documentation Adding Investors to Your Organization. Fill in the first and last name of the investor you want to add from Salesforce, and click Create.



Once you click create you should see the contact you added in your list of Investors. From there you will select the new Contact record to map the fields from Salesforce to their investor record in Mako. You can also select an existing contact you have in the Mako platform and add information from Salesforce to their investor profile. For each contact record you want to update, select the Integrations tab at the top of the Investor record, and then click View beside Salesforce. This will pull up a window showing the objects and fields that had been previously configured during integration.


Note: an investor can be mapped to multiple object types in Salesforce. So for example, if you have an individual record and a household, you can map the investor to both of these in Salesforce offering additional flexibility to the user. 

To map the contact record, filter by the Account field you’d like to search by. In the example below, we are filtering by Account Name to find Jimmy Page who belongs to the organization Led Zeppelin. Click Search once you’ve filled out the right information to find the Investor you’re looking for.



Clicking Search will take you to a page to select the exact Organization you’re looking for:


This window displays organization records with the values that have been previously configured to be synced. Use the radio button to select the record you want, and then click Sync Entity in the bottom right. From there you’ll be taken to a window to confirm the sync by clicking Initiate Sync:



Once the sync is initiated a confirmation message will appear:


To verify the integration was successful you can navigate back to the Investor list and select the new contact record you added and synced. In the example below, under Investor Data, you can see that the information that was stored inside Salesforce was mapped over to the investor record in Mako, including Account Name, Account Website, and Phone Number.



Initiate a Contact Sync Through The Investors Tab or Turn Off a Sync:

Under the Integrations tab of an investor record, you can click View to see that the organization in Salesforce that was mapped is synced in Mako. This is where you can also initiate a Contact Sync, as completed above, or turn off the sync you’ve previously created. To create a Contact from here click the blue New Sync button. Choose the field you want to search by from the dropdown. In the example below, we’ll search for our investor by the First Name field.

 

Then we’ll type our investor’s name into the search field and click the blue Search button. This will deliver any records that match the search completed. For each contact, you’ll see all the fields that have been mapped, as they appear in Salesforce. Select the corresponding investor profile you’re looking for by clicking on the radio button. Click the blue Sync Entity button.


A confirmation window will appear to tell you that your contact has been synced. If you click refresh and return to your investor list and select the new contact you just added, you’ll see that all the data has been synced, like Street, City, even Investment Preferences, and so on.


Real-Time Continuous Syncing Between Salesforce and Mako:

Now if you make any changes to the Contact record in Salesforce, those changes will be automatically mapped back to the Mako platform. Mako is constantly listening for change events from your integrations, so the changes should appear in real-time.


If you were to send this investor a workflow to subscribe for a certain amount and change their Investment Preferences on the Mako side, these changes would also be synced back to Salesforce in real-time once approved. If you don’t see these changes instantly please click Refresh. If a contact were to get deleted for any reason in Salesforce, it will also be deleted inside the Mako platform and the sync that was previously created will be destroyed.