Key Concepts Overview

Overview of key shared concepts in Ripe and Salesforce

Data flows

Ripe	Data	SFDC Sales Cloud
Lead	-> Push	Lead / Contact
Lead owner	<--> Sync	Lead / Contact owner
Lead Workflow qualification	-> Push	Lead / Contact property
Company	-> Push	Account
Company owner	<--> Sync	Account owner

Contact vs. Leads

Ripe does not make a distinction between the two when syncing with Ripe. New leads that do not exist in Sales Cloud and that are created by Ripe will become Leads.

If a lead in Salesforce is converted to a contact we will update the mapping and maintain a synced record.

Ownership

Ownership updates work both ways an ownership update on a lead or company in Salesforce will be sent to Ripe in real time and vice versa.

Ripe can store users assigned via Salesforce even if they are not [yet] users in Ripe. So we always keep the two records perfectly aligned in terms of company and lead ownership for all synced objects.