Built on the Service Desk Connector Framework, the Salesforce Connector facilitates a deep integration that allows Partners to take simultaneous advantage of the capabilities in Barracuda RMM and the flexibility made possible by Salesforce APIs.
The Salesforce Connector allows you to:
- Synchronize information between systems for all discovered devices, including those that support WMI and/or SNMP management protocols, and those without management protocols or agents which respond to a ping.
- Easily configure bi-directional synchronization of ticketing.
- Link Barracuda RMM sites to Salesforce accounts.
- Map Barracuda RMM users to Salesforce users to coordinate ticket and case assignments.
The following table lists the Service Center asset information fields and their corresponding Salesforce asset fields. You can use this table as a reference for synchronizing information about discovered devices between the two systems:
| Service Center | Salesforce |
|---|---|
| Display Name | Name/Device Name |
| Custom Warranty > Vendor Warranty | Warranty Date |
| Date Discovered | Installed Date |
| Model | Description |
| Asset Tag | Asset Tag |
| IP Address | IP Address |
| MAC Address | MAC Address |
| Device Role | Device Type |
| Notes | Notes |
| Location | Location |
| DeviceGUID | Device Guid |
| Account | Accountid |
| Description | Description |
| Install Date | InstallDate |
| Is Active | IsActive |
| Management Link | managementlink |
When integrated, Salesforce links directly to the Device page in Service Center so you can quickly gather more information about a problem device, and from the Device page, you can use the Remote Tools to take rapid remedial action as required.
Note: In order for the connector to work you need to have Barracuda RMM 2011 R3 Feature Pack 1 or later.
Note: Integration is possible only with Developer, Enterprise and Unlimited editions of Salesforce.
To significantly minimize onboarding time, the Barracuda RMM Salesforce Connector is designed so that the integration can be configured in a few simple steps using a process that includes pre-populated fields and field validations. During setup, you can map entities between Barracuda RMM and Salesforce such as accounts, tickets, users and more, set security credentials for communications, and configure a schedule for updating asset data.