All third-party data integrations in Salesforce Spiff, other than the default Spiff import option and default Salesforce connector, are managed through Workato, an iPaaS tool. With Workato, you can export, transform, and load data from one system to another.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
Workato helps you automate business workflows across cloud and on-premises apps. For example, automate quote-to-cash business processes, which can involve transferring data between apps.
Workato recipes are user-created automated workflows that can span multiple apps. Every recipe consists of a trigger and one or more actions. Triggers are events that start recipe actions, either in real time or at scheduled intervals. Recipe steps, such as actions, conditional actions, and list actions, execute every time a trigger event occurs.
Connections authorize recipes to interact with apps, and a job represents the flow of each trigger event through a recipe.
- Considerations for Setting Up Workato Integrations with Salesforce Spiff
Review important considerations before you set up third-party data integrations with Workato for Salesforce Spiff. - Set Up a Third-Party Connector in Salesforce Spiff
Salesforce Spiff REST API or a webhook processes all automated third-party data imported into Spiff. Send data to Spiff REST API or webhook endpoints directly or use an Integration Platform as a Service (iPaaS) tool, such as Workato. Workato provides a default Spiff connector that uses webhook endpoints for integrating third-party data with Spiff more easily. To purchase the Workato connector, contact your Salesforce account executive or sales partner. You can also use another iPaaS tool or design a custom solution. - Configure Workato in a Salesforce Spiff Sandbox
Configure Workato in a Salesforce Spiff sandbox to test data integrations before deploying changes to production. The sandbox uses your production company's Workato account, so you can copy and reuse existing recipes and connections without re-creating them from scratch. - Manage Third-Party Connectors in Salesforce Spiff
You can sync Salesforce Spiff data with connectors other than the default Salesforce connector. However, management options for other connectors are limited. - Refresh Webhook Tokens in Salesforce Spiff
If you didn’t make note of the connector ID and secret for a webhook that you created in Salesforce Spiff, those credentials are permanently lost when you close the new webhook window. These credentials are required when you set up a Spiff connection in Workato. You can’t restore these credentials, but you can generate different values. - Delete Webhook Mappings and Connector Fields in Salesforce Spiff
You can delete webhook mappings, mapping records, and connector fields for third-party connectors in Salesforce Spiff. Delete webhook mappings individually.