Salesforce

Integrating DegreeSight with Salesforce

How to integrate DegreeSight with Salesforce

Integrating DegreeSight with Salesforce is a straightforward process that involves connecting your Salesforce environment using our built-in integration UI.

Here are the steps to connect:

• Browse to "Settings and Administration->Settings->Settings->Integrations":

• Next, click "Add" under "Salesforce":

• Next, click the "Connect" button:

• Next, choose if you'd like to connect to your "Production" or "Sandbox" Salesforce Account:

• Lastly, enter the "Username" and "Password" for your selected account and click "Log In":

Choosing Integration Events

There are 2 actions that can trigger an integration event to Salesforce:

• Create Contact when Contact Logs in

  • An event will be triggered when a new account is created and every time that user logs in thereafter.

• Create Contact When Transcript Submitted

  • An event will be triggered when coursework is submitted or modified.

Mapping Data Fields

The following data can be (optionally) sent in your integration events to Salesforce.

Simply choose the field name in Salesforce that you'd like to map the data to:

• Date of Birth

• Education Level

  • Some HIgh School

  • High School / GED

  • Some College

  • Associate's Degree

  • Bachelor's Degree

  • Master's Degree or Higher

• Citizenship

  • Non-US Citizen

  • US Citizen

  • US Permanent Resident

  • Undocumented Non-US Citizen

• Subject Interest List

  • Agriculture

  • Architecture

  • Biological and Biomedical Sciences

  • Business

  • Communications and Journalism

  • Computer Sciences

  • Culinary Arts And Personal Services

  • Education

  • Engineering

  • Legal

  • Liberal Arts and Humanities

  • Mechanic and Repair Technologies

  • Medical and Health Professions

  • Physical Sciences

  • Psychology

  • Transportation and Distribution

  • Visual and Performing Arts

  • Religious Studies

• Target Location Type

  • I'm unsure

  • Near my home

  • Let me select a state

  • Online schools only

• Target Location State

  • Full state name value if preferredStudyLocation = 'Let me select a state'

• Target Enrollment Date

  • YYYY

• Lead Source

  • Hardcoded to "DegreeSight"

• Lead Status

  • Optional

    • If set, the integration will create a "Lead" instead of a "Contact" object in Salesforce.

  • Submitted Coursework

    • Only available for the event, "Create Contact when Transcript Submitted"

    • A value of "True" will be send to the configured Salesforce Field.

Data Payload

Here is the payload sent based on event

• Event: Create Contact when Contact Logs In

  • { "type": "TRIGGER/EVENT", "payload": { "dob": "", "phone": null, "gender": null, "lastName": "Student", "firstName": "Test", "studentId": 4548, "citizenship": "", "studentLogin": "[e-mail]", "targetLocationZip": "", "targetLocationType": "", "targetLocationState": "", "currentEducationLevel": null, "targetEnrollmentDateTo": "", "targetEnrollmentDateFrom": "", "subjectsInterestedInStudying": "", "customProperty1": "", "customProperty2": "", "customProperty3": "" } }

• Event: Create Contact when Transcript Submitted

  • { "type": "TRIGGER/EVENT",

  • "payload": {

  • "dob": "01-01-2005",

  • "phone": null,

  • "gender": "F",

  • "lastName": "Student",

  • "firstName": "Test",

  • "studentId": 4548,

  • "citizenship": "US Citizen",

  • "studentLogin": "[e-mail]",

  • "targetLocationZip": "74014",

  • "targetLocationType": "Near my home",

  • "targetLocationState": null,

  • "currentEducationLevel": "Some College",

  • "targetEnrollmentDateTo": null,

  • "targetEnrollmentDateFrom": "2025",

  • "subjectsInterestedInStudying": "Medical and Health Professions,Biological and Biomedical Sciences",

  • "customProperty1": "",

  • "customProperty2": "",

  • "customProperty3": ""

  • } }