What's in Connectors Management
Introduction
Administrators use the Connectors Management module to configure and oversee all external system integrations within the platform, ensuring seamless data flow and process automation.
Manage Integrations
Administrators manage external system integrations by configuring data field mapping, monitoring synchronization jobs, and analyzing connector health to ensure seamless data flow and consistency.
View Connections
Administrators use this section to view and manage all external system connections, monitor authentication status, and configure API settings to ensure integration functionality.
Add/Edit a Connector
Administrators configure and manage external system integrations in the Connectors Management module to enable bi-directional data flow for automated workflows.
Manage CRM Exception Field Values
Administrators manage advanced CRM field value mappings for integrations, ensuring consistent data synchronization across connected systems to prevent discrepancies.
View CRM Exception Field Values
Administrators manage CRM Exception Field Values to standardize data mapping between external CRM systems and the UPM for consistent reporting.
Add/Edit CRM Exception Field Values
Administrators define and manage specific CRM exception field values for consistent data synchronization between an external CRM and the UPM.
View Web Hooks
Administrators use this module to view, add, and filter webhooks for real-time data exchange; manage and monitor critical communication channels.
Add/Edit a WebHook
Administrators configure webhooks to send automated messages from the platform to external systems when specific events occur, requiring careful definition of the endpoint, module, and CRM type.
View SFDC OBM Setup
Administrators manage Salesforce OBM sync setups to ensure data flows correctly between the platform and Salesforce CRM, mapping fields, setting sync direction, and update frequency.
Add/Edit a SFDC OBM Setup
Administrators manage Salesforce Outbound Message (OBM) setups to push data from Salesforce to the platform, ensuring real-time data synchronization.