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Salesforce Integration - Link Claizen project with SFDC Account

We create our projects in Clarizen and then use a trigger to sync the projects into Salesforce.  I have an existing workflow rule to map all Accounts from SFDC into Clarizen as a Customer.  For each project we create, we associate with a Customer in Claizen.  How do I use the automated sync to link the projects with the SFDC Account? I am currently doing this manually every week.  

Farhan Virji Answered

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Hi Farhan,

You'll need to have the Account to Customer mapping correctly configured as well as the Project to Project mapping.

In the Project to Project mapping, scroll down to section 4 'Create Clarizen Links' and configure it like so:

Then, verify in your Account to Customer mapping that you key fields are using a unique identifier, so not a text field like 'Name'.

Here's an example of a properly configured Account to Customer mapping using a unique key field:

Please note that every organizations configurations can be highly customized, so if this doesn't work for you, please reach out to suppport@clarizen.com to investigate the issue. This will not create links retroactively, so only new project records going forward. If it's a custom integration, we may need to involve professional services to insure a successful solution.

Vanessa Michau
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Hi Vaneesa, thanks for this information.  For section 4, I had it linked based on the Opportunity ID and not the Account ID, so I made that change.  For my Account to Customer mapping, it is currently setup to map Customer to Customer Name (not SFDC ID).  However, I don't see SFDC ID as an option.  Is this a custom field I need to add in Clarizen?

Farhan Virji 0 votes
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Hi Farhan,

Yes, the SFDC ID field is a custom field, text type. This maps to the Account ID field in Salesforce. Like so:

Vanessa Michau 0 votes
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I see.  Is there a reason I can't set it up to map based on SFDC.Account Name to Clarizen.Customer Name?  Our names are unique in Salesforce

Farhan Virji 0 votes
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