Salesforce

Salesforce is the standard in customer relationship management (CRM) software. It's essentially a giant database that comes pre-set up with standard object types as well as use of custom objects and fields, opening up utility of apps in the Salesforce app store.

Getting Started

Our Salesforce integration is currently designed only for the primary app dashboard.

Our current version of the Salesforce integration will match the companies our system identifies to current accounts in Salesforce. This enables you to see which accounts are new, in play (have an open opportunity), and who is already a customer. From there, you can also send any new prospects we identify and seamlessly create accounts for any companies that are not already in Salesforce.

Here's what the dashboard looks like once Salesforce has been connected.

Connection Overview

BigPicture utilizes an OAuth connection to sync data in BigPicture. When setting up BigPicture for the first time, all configuration will be done within BigPicture. BigPicture is not an APEX application.

BigPicture Sync

BigPicture currently syncs with the Account, Opportunity, and User objects. Lead and Contact syncing will be added shortly.

BigPicture is currently a one-way sync and is designed primarily to match companies identified in BigPicture to existing accounts in Salesforce. This is to minimize the number of API calls being made to Salesforce and performantly load/display data in our UI (the current status of the prospect, the account owner, etc.). Our sync process presently pulls new records and updates every 4 hours hours as a default, but can be configured to pull more often.

After connecting Salesforce, users also have the option to send BigPicture identified companies to Salesforce to create new accounts. When creating new accounts, BigPicture will first display potential matches to the user. If none of displayed companies are a match to an existing account, the user can then proceed to create a new account.

Connection Requirements

  • Only the BigPicture project owner can link OAuth based integrations. If you are not the project owner, you can find out who the owner is by clicking on the Members tab in the project settings.
  • BigPicture uses Rest API calls to communicate and sync with Salesforce. Enterprise & Unlimited editions of Salesforce are bundled with Rest API calls, but the Professional Edition is not. If you are using Salesforce Professional Edition, you need to have the Web API Package and purchase API call bundles. To determine if your organization has purchased the API package, click on: Setup > Monitor > System Overview > API usage.
  • If you are an existing Salesforce customer who is not on one of the above supported version and want to upgrade, contact your Salesforce Account Executive.

Connect Salesforce

1. Navigate to the "In Play" tab of the BigPicture dashboard.

2. Click "Connect Salesforce" to start the OAuth flow.

3. Salesforce will prompt you to grant access to BigPicture.

4. After the connect is complete, we will begin syncing data in the background. It will take a few minutes before you'll see any data.

Technical details

Data loading

BigPicture syncs data via bulk jobs to limit the number of API calls. You can view the status of bulk jobs under "Bulk Data Load Jobs" in Salesforce.

BigPicture currently queries only for a limited number of fields that are relevant for matching to BigPicture companies and for displaying data in our UI. That way automatic polling can detect up to 100,000 unique Salesforce records in 2 API calls per object type - 1 to detect the changes and 1 to load data via a bulk job.

Example: If 100,000 new accounts and 50,000 opportunities are detected in 1 polling cycle, it will use 4 API calls to bring them in (2 for polling and 2 for loading data).

Security

Security is a top priority. BigPicture customers trust us with a significant amount of data, and we do not take this responsibility lightly.

Your data is encrypted at rest and protected by TLS in transit. Data routed within our infrastructure happens inside an Amazon Virtual Private Cloud (VPC). It is transferred within a private subnet that is inaccessible from the public Internet.

Aside from our bastion nodes, only instances inside the VPC are able to access one another. Public-facing servers as part of our API, CDN, or Web app all receive traffic through public load balancers managed by Amazon. Additionally, security groups are based upon CIDR ranges.

You can contact our support team at support@bigpicture.io if you have further questions.