To help you better manage your opportunities and reduce duplicate efforts, Recapped integrates directly into Salesforce through a bi-directional syncing method.
Recapped users can push & pull Opportunity and Account fields between Salesforce and Recapped, and push tasks and custom fields to Salesforce.
Recapped utilizes an OAuth connection to sync data between both platforms. When you're setting up Recapped for the first time, all configurations will be done within Recapped. Recapped is not a native APEX application.
Recapped is compatible with Salesforce Lightning, Salesforce Aloha ("Classic"), Salesforce Console, and the SKUID overlay.
Recapped's integration with Salesforce is scoped to users.
Important notes:
All Salesforce permissions override Recapped permissions (including but not limited to organization, instance, user, object, and field).
Recapped only has write ("push") capabilities for SFDC fields that are configured in your Recapped settings.
Minimum Requirements
You must have a Recapped Business Plan or higher to enable your Salesforce integration.
Recapped is compatible with Salesforce Lightning, Salesforce Aloha ("Classic"), Salesforce Console, and the SKUID overlay.
Recapped uses Rest API calls to communicate and sync with Salesforce. Enterprise and Unlimited editions are bundled with Rest API calls, but the Professional edition is not by default.
If you are using Salesforce Professional edition, you will need to have the Web API Package and purchase API call bundles.
What Gets Synced
At the bare minimum, Recapped "pulls" the following meta data from Salesforce:
Account name
Account ID
Opportunity name
Opportunity stage
Opportunity amount
Opportunity close date
Opportunity ID
Opportunity owner
User ID
At a bare minimum, Recapped "pushes" the following data into Salesforce:
Recapped workspace URL - (custom opportunity field "Recapped_URL")
Recapped next step - (custom opportunity field "Recapped_Next_Step")
Recapped next step due date - (custom opportunity field "Recapped_Next_Step_Scheduled")
Recapped workspace engagement score - (custom opportunity field "Recapped_Engagement_Score")
Workspace status - (custom opportunity field "Recapped_Status")
All tasks and task details within a workspace - (can be turned on/off in your Settings)
With Recapped's DeepSync™ integration, you are able to sync every Opportunity and Account field, including all possible record types (text, multi-pick, formulas, etc).
If enabled, Recapped will automatically poll for changes in data every hour to keep your Recapped Workspace and Salesforce Opportunity in sync. Polling relies on Recapped workspace owners credentials to maintain data integrity.
Next Steps: