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Integration Reference Guide
This page serves as a reference for once you have the Tamarac App set up. You can find information about terminology differences between Salesforce and Tamarac Reporting, syncing frequency, and which Tamarac Reporting fields map to which Salesforce fields.
For information about custom field settings, see Recommended Custom Field Settings.
Tamarac Reporting and Salesforce share objects but refer to them with different terminology. This glossary provides a list of terms and what the equivalent is in each system.
| Term | System | Definition |
|---|---|---|
| Account | Salesforce | In Tamarac Reporting, this is a Household. |
| Account | Tamarac Reporting | In Salesforce, this is a financial account. |
| Client | Tamarac Reporting | In Salesforce this is a Contact. |
| Contact | Salesforce | In Tamarac Reporting, this is a client. |
| Entity | Tamarac Reporting | In Salesforce, this is an Object. |
| Event | Tamarac Reporting | An action taken in Tamarac Reporting that triggers the creation of a completed task in Salesforce to document the action. |
| Financial Account | Salesforce | In Tamarac Reporting, this is simply referred to as an account. |
| Household | Tamarac Reporting | In Salesforce, this is an Account. |
| Object | Salesforce | In Tamarac Reporting, this is an entity. |
| Record | Tamarac Reporting and Salesforce | Generic term for any of the various possible objects in either system: clients, Households, or financial accounts. |
The following table shows what syncing occurs with the Salesforce integration and when.
| Tamarac Reporting | Directionality | Salesforce | Sync Frequency |
|---|---|---|---|
| Client |
|
Contact | Immediately upon change being made |
| Household |
|
Account | Immediately upon change being made |
| Account |
|
Financial Account | Upon sync with portfolio accounting system |
| Events |
|
Tasks | Immediately upon change being made |
The following entities are available for integration between Tamarac Reporting and Salesforce:
Clients/Contacts For more information on what client/Contact fields map between Tamarac and Salesforce, see Default Contact/Client Mapping.
Households/Accounts For more information on what Household/Account fields map between Tamarac and Salesforce, see Default Account/Household Mapping.
Accounts/Financial Accounts For more information on what account/Financial Account fields map between Tamarac and Salesforce, see Default Financial Account/Account Mapping.
For more information, see Understanding Mapping in the Salesforce Integration.
Because of the way that Tamarac integrates with Salesforce, Tamarac does not currently support Person accounts. For more information, see Before You Start: Salesforce Considerations.