Key Concepts Overview
Overview of key shared concepts in Ripe and Salesforce
| 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.
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