Configuring Modern Campus Message Sync

Modern Campus Message Sync allows you to share data between Message and Salesforce. With this app, you can set up sharing of fields as well as bring the conversation into Salesforce, create activity log entries and save copies of message as Salesforce records. .

To get started, your account team will provide you with a package that for you to install. You will need to be an administrator to install and setup the package.

Install the Modern Campus Message Sync Package

By clicking the link provided by your account team. you will be brought to the install screen. Determine which users you want to have access to Message Sync. You'll need to choose the permission level that is appropriate for your organization, but typically you want to include any groups and people who to manage the sync. The Message Snyc package will allow you to configure more granular permissions once it is installed.

Then select Install and grant access to theseus-api-integrations.signalvine.com and theseus-api.signalvine.com. The app will then install.

 

Connect to your Message Account

Once installed, you'll find Modern Campus Message Sync in your Lightning App Launcher. The first thing you'll need to do is connect Message Sync to your Message account. You'll need to fetch an API token and secret from within the Message web app. Login at app.signalvine.com and go to the gear icon - Settings - API to generate or fetch the token and secret, then return to Salesforce and enter it in the initial screen.

Navigating around Message Sync

Let's get acquainted with the major sections of the app:

1. Programs: the Programs tab is where you configure program settings, access rights and field mapping for data syncing to Message.
2. Logs: the Logs tab will show you a log of what profile data has been sent between Salesforce and Message, including errors if they occur.
3. SV Sync Setup/Settings: this tab is for administrative settings and configuration that is shared by all programs.

Configuring Programs

The Programs tab lists all of the programs you have setup in Message and will allow you to configure data syncing, push records to Message and monitor the status of the program.

Clicking into any program will get you to the program settings where you can map fields and configure how you want the data sharing to work.

Fields

Here you manage your field mapping. This is the heart of the data sync component - and a little too much for a getting started guide. Check out our Setting Up Field Mapping article for a deep dive into field mapping in Message for Salesforce.

 

Contacts

The Contacts section will allow you to search for contacts to confirm whether or not they are being tracked for changes and syncing. You can search by first name, last name, phone number or the record Ids in either Salesforce or Message.

Push

The Push option allows you to query records in Salesforce and manually send them over to Message. This is helpful for initial loading of a population into Message or for periodically pushing records over. Once the records are in Message, the data sync feature (if enabled) will keep the data in sync between the two platforms.

Here you can create a query and then push the results to Message. You'll start by criteria to your first rule by selecting the field from the Field search. Once you've selected the field, the options for your criteria become available.

If you want to create multiple rules, you can click Add Rule to start the next one. Records must match all of the criteria in a rule and all rules to be pushed to Message.

Doing a push is typically only done during your initial configuration or if you're changing the population of people you'll be messaging in Modern Campus Message. For incremental adds, you want to create a process in Process Builder to automatically push records to Message, check out our Automatically create new records in Message article.

Settings

The Settings section settings and information about your program. Here are the key things to know.

Store each message as Salesforce records
This option will store a copy of every sent and received message as a Salesforce record. This is useful if you want to run reporting from those records or if you have a data retention policy that requires you to keep messages for long periods of time. Note that this will use your storage. Records are typically small - 3k - but could be a noticeable amount of storage in aggregate. You can change your mind and delete these records at any time.

Add to activity log when sending or receiving messages
If you want to create activity log entries when messages are sent or received, toggle this on. 

You'll need set the activity type you want to log it as and set the Owner (typically this will be record Owner). You can set the incoming message status as any activity status, but most customer set this to Completed.

If you're enabling this after you've already been using Message for texting, you'll want to toggle the option to set the message date and time as creation date. By default, activity log entries have a date and time of when they are created. With this option, we'll set the date and time we sent or received the message. This only needed if you're backfilling entries for messages prior to when you've turn on creating activity log entries.

Advanced
These are administrative tasks that are useful in some situations. Resetting field mapping will clear out all the fields you've mapped, allowing you to start over fresh if you have big changes you want to make. Resync program will sync all shared data for all records currently being synced. This is useful if you want to send data to recently added fields or if you believe the data sharing was out of sync.

View Index will allow you to see all records we're currently syncing with, but the Contacts tab is a better way to find specific records.

Logs

Logs is a log of all data sent back and forth (as well as attempts that resulted in errors) between Salesforce and Message for this specific program. It is a subset of the larger Sync Log, specific to this program. This is useful to review if you think the sync isn't working correctly.

 

SV Sync Setup

This section has a few things that you'll want to monitor and configure for all accounts.

Apex Job Status
This will tell you whether the sync is running properly. Green is good, red is bad. You can click to stop or restart at any time.

Log Retention Policy
By default, we store all logs until you see a retention policy. Most customers set this to 30 days, but you can set it to whatever meets your needs. If you need a value not provided, reach out to our team and we can set a custom value for you.

Correct the sync when records are merged
This is an auto-healing option that will try to correct the sync to point to the new record when it's tracking a record that has been merged.

Included opted out records when indexing
By default, we do not track or sync with records that have opted out. Unless they're opted in, we have no need for the data and data will be synced immediately if they opt back in. In some very rare cases, you may need to temporarily include opted out records. This option should never be left on.

Enable Advanced Tools
Toggling this on will provide a number of extra tools for deleting records related to Message. We'll walk you through this if there's ever a problem that needs to be corrected.

 

Monitoring Message Sync

Once you've connected your account to Message, your team be able to view conversations and send messages from Salesforce - subject to your program permissions and configuration. The data sync will automatically for any program once the sync is enabled and the required fields are mapped in Fields. The sync runs every 10 minutes and queues changes to be sent over in the time between.

If you believe there is an issue with the Sync, you can view any errors in both the Programs - Logs section and Sync Log tab. Sync logs contain a plain language explanation of any error and may optionally contain a more detailed error that will help our team troubleshoot any issues with you.