Data objects in Salesforce to your portal
→ Almost all data objects that are in Salesforce are accessible to Magentrix.
Magentrix gives you independence to do it yourself
→ This means you can bring almost all Objects that are available in Salesforce into Magentrix and have users interact with those Objects right within the Magentrix portal.
→ This process can be done by Magentrix customers without involving the Magentrix team
Salesforce remains system of records within your portal
→ You have the ability to build complex forms and user interfaces on Objects you’ve brought into the portal from Salesforce.
When interacting with Salesforce Objects, Magentrix uses the Salesforce IDs as the primary keys → That means, Salesforce is the system of records.
- When records are created from Magentrix into Salesforce, Magentrix first creates the record in Salesforce
- Once the record is created successfully, it will then bring those data back into Magentrix.
This way if there are any validation rules and triggers that are defined in Salesforce that prevent the data from being created, those validation rules and triggers are respected and the appropriate message is shown to the user.
Updating Salesforce CRM records in Magentrix
Similarly, when a record is updated in Magentrix,
- The platform will first pass the data to Salesforce
- Once the data is successfully committed to Salesforce, it is only then that it is synced back into Magentrix.
In case the update was not successful in Salesforce, a notification n appropriate message is shown in Magentrix.
Syncing Salesforce records to Magentrix
Any records created or modified in Salesforce are synched to Magentrix using a Smart Sync Technology developed by Magentrix on time based intervals.
Magentrix Smart Sync Technology will analyze how often and how many records are changed in Salesforce, and it will automatically adjust the sync interval as needed.
Validation rules from Salesforce to your partner portal or customer portal
In addition to validation rules that are defined in Salesforce, with Magentrix, you can apply further validation rules and field level security to personalize the experience for your partners or customers.