Hi,
Is there a way to automatically display Tasks created in Asana in Salesforce instead of clicking on "Connect Task"?
If you want the Asana tasks to show up in Salesforce without someone clicking Connect Task each time, you could handle that as a separate sync. We use Skyvia for this kind of Asana/Salesforce integration and map the task data into Salesforce on a schedule. That way the updates don’t depend on a manual step.
If the goal is just to keep Excel data updated in Salesforce, I wouldn’t build this around VBScript. Skyvia (https://skyvia.com/data-integration/integrate-salesforce-excel) can handle the mapping and update/upsert part and run it on a schedule, so there’s much less to maintain on your side.
Hi everyone,
We are looking to reduce manual work for our Vendor Management team by integrating Zycus with Salesforce and automatically pulling vendor/contract/PO information into Salesforce.
I’m looking for guidance on:
Any documentation or real-world experience would be greatly appreciated.
Thanks,
Prashanthi
#Integration
Hi Prashanthi,
Zycus has a native, prebuilt Salesforce connector — this isn't a bespoke build.
Zycus offers this integration through their iConsole/iSaaS integration layer, which lists Salesforce as one of their pre-built connectors alongside SAP, Oracle, Workday, and others. It supports bi-directional sync of master data (vendor/supplier records), POs, contracts, and invoices.
Your integration options, in order of typical complexity:
1. Zycus's own pre-built Salesforce connector (via iConsole) — plug-and-play, no middleware required, since Zycus positions this as ready to go without a separate integration tool.
2. API-based integration — Zycus exposes ~1,100+ prebuilt APIs; if you need custom field mapping or business logic beyond what the connector supports, you'd build against these using Salesforce Named Credentials + External Services or standard REST callouts from Apex/Flow.
3. File-based (SFTP) — Zycus also supports batch file exchange if real-time API sync isn't required for your vendor/PO data.
4. Fully managed iSaaS — Zycus handles transformation and orchestration end-to-end if you want a lower-maintenance option, at added cost.
Practical next step: Reach out to your Zycus account/implementation team specifically about their Salesforce iConsole connector — since it's pre-built on their side, this is usually faster than a custom API integration and is the path Zycus explicitly recommends for exactly your PO/vendor/P2P use case.
Reference:
https://www.zycus.com/integration-ecosystem
Worth asking Zycus for their Salesforce connector documentation/data mapping guide specifically, since that'll tell you which Salesforce objects (Account, custom Vendor object, etc.) it maps to out of the box.
Hi All,
Has anyone done integrating Marketo with Salesforce using the API Only Integration user profile?
We have a lot of our integrations using this special integration user profile/license and we make a permission set which requires all the objects/fields/system permissions and assign to this integration user. I am wondering if anyone has tried this integration user for Marketo.
Appreciate your thoughts,
Thanks!
#Salesforce Developer #Salesforce Admin #Integration #TrailblazerCommunity #Trailhead #Salesforce
Good question, and the key distinction is that it is a license-level limit, not a permission one. A permission set can only grant access to objects your license already includes, it cannot add objects the license leaves out.
The Salesforce Integration (API-only) license deliberately omits full standard-CRM-object access. In practice, when you build the permission set for that user, the standard objects Marketo needs (Account, Contact, Lead, Account Contact Relationship) are not even available to grant, because the license does not include them. So the permission set looks complete, but the user still cannot query those objects and the sync fails on exactly those (Account Contact Relationship is usually the first casualty).
Marketo's sync reads the whole standard object model (Leads, Contacts, Accounts, Opportunities, Campaigns, Campaign Members and their relationships), so it needs a license tier that actually includes all of them. That is why Adobe specifies User License Salesforce plus API Enabled, it is the only combination that exposes the full set. The integration license is not a cheaper full license, it is a different tier with those objects gated out.
if this helps, please mark it as the Best Answer so it helps the next person, thanks 🙂
Hi, I have a requirement of integrating Salesforce with Google drive, Create a folder and upload a file inside created folder. I was able to integrate and create a folder on google drive by following the API documentation - https://developers.google.com/drive/api/reference/rest/v3 Can anyone please let me know if you guys worked on google drive file upload inside folder. Thanks in advance.
Have you solved it? I ran into a similar requirement with Salesforce and Google Drive. I initially looked at doing it through the Drive API, but ended up using Skyvia (https://skyvia.com/data-integration/integrate-salesforce-google-drive for the file transfer part instead. It was enough for my case since I mainly needed Salesforce files moved to Google Drive without maintaining the API integration myself.
This is Farhath. We have our own product and we have to integrate with salesforce platform like Amazon CTI adaptor and Ringcentral CTI integration. for our reference, we have integrated the Amazon CTI adaptor and Ringcentral in our trail id. Please note that we have completed the code in React JS with IVR system without using Apex and LWC components. it is possible to publish this code in partner center.
Kindly update on above message as soon as possible.
If the React-based CTI integration is already working with Amazon CTI Adapter and RingCentral, the architecture sounds reasonable. The bigger question is how you package and expose it within Salesforce.
I’d validate the Open CTI interface, call controls such as answer, hold, and transfer, the Utility Bar experience, HTTPS requirements, and Salesforce security review requirements before thinking about AppExchange publication. The fact that you aren’t using Apex or LWC doesn’t necessarily prevent publishing, but the integration still needs to fit Salesforce’s security and platform requirements.
I’d also test the complete customer journey, not just the CTI connection. Caller identification, screen pops, call history, activity logging, and agent workflow can have a big effect on how useful the integration actually is.
For that broader customer-experience angle, this may be useful: Customer Experience with Salesforce CTI Integration
I have already set up the Remote site settings. The problem is, I am able to get a response when I hit the api through postman/bruno but when I am making an apex callout I get 403 error.
Pasting the code below:
HttpRequest req = new HttpRequest();
req.setEndpoint('https://fakestoreapi.com/carts');
req.setMethod('GET');
Http http = new Http();
try {
HttpResponse res = http.send(req);
if (res.getStatusCode() == 200) {
String responseBody = res.getBody();
System.debug(responseBody);
} else {
String errorMessage = 'Error: ' + res.getStatusCode() + ' - ' + res.getStatus();
}
} catch (Exception e) {
System.debug('Exception occurred: ' + e.getMessage());
}
#Integration
Hi Shreya, good news, your Remote Site Settings are fine. A 403 is the remote server rejecting the request, which means the callout already left Salesforce successfully. A missing Remote Site Setting throws a different System.CalloutException about an unauthorized endpoint, not an HTTP 403.
The real cause: fakestoreapi sits behind Cloudflare, and Cloudflare blocks requests that arrive with no User-Agent header. Postman and Bruno add a User-Agent for you automatically, but Apex HttpRequest sends none, so Cloudflare treats it as a bot and returns 403.
Fix, add a couple of headers before you send:
req.setHeader('User-Agent', 'PostmanRuntime/7.43.0');
req.setHeader('Accept', 'application/json');
Re-run and you should get a 200. It is header-based, not an endpoint or auth problem, which is exactly why it works in Postman but not the raw callout.
If this helps, please mark it as the Best Answer so it helps the next person, thanks 🙂
Hi,
You can checkout free Google Chrome Extension - Dumping Cloud to export files from salesforce.
Checkout this -
https://dumpingcloud.com/how-to-zip-salesforce-files/I am currently architecting a data pipeline for our Workforce and Continuing Education department and would love some real-world advice.
Our immediate goal is to set up a nightly automated flat-file (CSV) ingestion from Modern Campus (Lumens) into Salesforce EDA, and possibly our main SIS, Ellucian Colleague.
My primary requirement is keeping this an "admin-centric," declarative (no-code) solution so our CRM team can fully own, troubleshoot, and maintain the architecture without relying on our internal IT department. They are against any integration they have to maintain.
Right now, I am weighing two cloud options:
Has anyone here used either of these tools specifically for Modern Campus or Colleague? I would love to hear any pros, cons, or hidden gotchas before committing to a platform.
#Higher Education #Education Data Architecture #Integration #Salesforce Admin
Forum Ambassador
Hello @Carissa Hansen you an leverage Skyvia, Talend or other ETL / iPaaS solutions that you would already have in your IT ecosystem.See if the solution has on-the-shelf connectors, and see also the price / support to see which one of them will match your requirements the best. Eric
