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Home > Tamarac Reporting > Integrations > CRM Integrations > Salesforce Integration > Before You Start: Salesforce Considerations
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Before You Start: Salesforce Considerations
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Does Your Firm Use Roles in Salesforce? For firms that use Financial Services Cloud Does Your Firm Use Custom Validation Triggers or Rollup by Lookup in Salesforce? |
The powerful integration between Tamarac and Salesforce allows you to streamline daily tasks and improve efficiency. Please consider the following before moving forward with Tamarac's Salesforce integration.
To learn more about the Tamarac Salesforce integration, see About the Salesforce Integration and Learn More About Salesforce Integration.
If you use Financial Services Cloud, you don't need to take any action. Open in Tamarac will work for all users.
Firms should not use both the Tamarac app for Salesforce and custom validation triggers or rollup by lookup.
The Salesforce platform is highly customizable, including allowing you to customize validation requirements like number of characters allowed in a first name. It also allows you to calculate values from related records, such as those in a related list, using a rollup by lookup. If your firm uses the Tamarac app for Salesforce and either custom validation triggers or rollup by lookup in Salesforce, you are likely encounter an error when running the Tamarac daily sync. We recommend not using either of these features with the Tamarac app for Salesforce.