Syncing Customer Data From Wix Answers to Salesforce
Keep customer details consistent between your Wix Answers and Salesforce accounts. When syncing, you choose which data is converted from Wix Answers to Salesforce. Important:You can only sync data in one direction at a time. If you've already synced from Salesforce to Wix Answers, you must turn it off before syncing from Wix Answers to Salesforce. Before you begin:Make sure you've connected your Salesforce account with Wix Answers. To sync your Wix Answers customer data to Salesforce:Hover over Settings in the side panel and click Integrations.Hover over Salesforce and click Manage on the right.Click the Sync customer data toggle under Wix Answers → Salesforce to enable it. Click the drop-down next to From now on Sync Wix Answers customers data with and select the Salesforce contact type you'd like to convert your Wix Answers data to (Salesforce Contacts or Salesforce Leads).Tip: You can create new customer fields in Wix Answers to use for syncing your data. (Optional) Add more customer fields you'd like to sync. Show me howClick + Add a Customer Data Field.Select a Wix Answers customer data field from the list. Click the Select/ Search field drop-down next to the field you just added. Select the Salesforce contact data field you'd like the Wix Answers customer data field converted to. (Optional) Repeat these steps to sync more customer fields.6. Click Save at the top right. 7. (Optional) Sync your existing customer records from Wix Answers to Salesforce. Show me howThis option updates all the existing customer records in Salesforce according to your Sync Customer Data settings. After enabling, whenever a change to customer records occurs in your Wix Answers account, the records are automatically updated in Salesforce. Important:This overrides existing data in Salesforce. Make sure you've correctly configured your Sync Customer Data settings before syncing. To sync existing customer records:Click the toggle next to Sync existing customer records. Click Save at the top right. Click Yes, Start Syncing.Click Close & Keep Syncing if the syncing is still in progress or click Done if it's completed. Tip:You can also sync company data from Wix Answers to Salesforce.