Salesforce Sync When a Rep Leaves

How should Salesforce sync behave when a rep leaves?

A rep departure creates two problems at once: the territory model changes, and Salesforce needs to reflect the new operating reality.

This walkthrough shows how BoogieBoard can manage the territory-side change and then sync the correct ownership or territory assignments back to Salesforce.

That reduces the risk of stale CRM ownership and keeps territory operations aligned with the sales team’s actual coverage plan.

Transcript

The integration between Salesforce and Boogie Board is bidirectional. I'm looking at my Camping World account here in Salesforce. Boogie Board is pushing the account owner as well as some information about the Territory and the Territory team. This account has $0 in ARR and it is not an active customer. When I look at my account list in Boogie Board and I look at the Camping World account record, I could see all this same information because Boogie Board is ingesting this data on a nightly basis. Caitlin Clark is the account owner. The ARR is 0 and it is not active. If I go and simulate a change by just changing this ARR to $20,000, we close the deal and changing the active status to yes. I can then bring that information back into Boogie Board. I could wait for the nightly sync or, or I could go and refresh the data in on a manual cadence by just clicking this button. And it's going to bring all of my account data in from Salesforce. Any custom object that I have hooked up and it's going to reload my information. In Boogie Board, there's some configuration options that you can set up for your sync.

You can get pretty granular with it and look at Salesforce's native territory objects as well as a few other options. I get a notification that my sync is complete and I can look through the data sync history to see what was pulled and when I could view all of the logs of information. and again check things more granularly. When I go into Boogie Board and I look at the camping world record and I refresh my screen, I'm going to see that ARR value jump and the active status change to yes to mark what we had represented in Salesforce. There you go. 20K ARR in active status is yes. So you can manually, refresh the data into Boogie Board. And more likely, once you're set up with us, you're going to be bringing that in on a usual, regular scheduled cadence. Now, to show the push back to Salesforce, I'm going to simulate Caitlin Clark leaving the business and us replacing her with someone else. I go into my role assignments, and I'm going to see Caitlin Clark is assigned to this territory here. There's also a business development rep and some inherited roles on that territory. Caitlin is out, and we're going to replace her with the sales manager for now, Jason Day.

We could also set up things like temporary coverage, or distribute the, accounts out or dissolve the territory. Right now, we're just going to have the manager cover. So Jason Day is now holding that territory, which means that in Boogie Board, if I were to go back to the Camping World account right here, I would see that Jason Day is now assigned to that territory, but that Caitlin Clark is still the account owner. As things exist in Salesforce today, When I want to actually commit this change into Salesforce, I go back to my data source and I get ready to push into Salesforce. I could do this as a trial to see what would change. I can make sure that I'm synced up and reconciled with the way Salesforce is today and again get a little bit fancier, which we'll cover in other videos. But once I'm ready for that, I simply push into Salesforce and it's going to start a job pushing all of the changes that I have in Boogie Board for the nodes that I'm committing. So right now I'm pushing the whole. But I could do it at the territory level, I could do it at the segment level and this is going to push directly into Salesforce.

While it's doing that, I'll show that it could do it on an account team basis. It could be using a specific fallback owner. If there's a territory that's empty, you can figure out how you want to chunk it out and you can set this up in an automated fashion out. You can push account owner, you can push our territory information and of course right to Salesforce's native territory object. Once we're complete, I can come back to Salesforce and if I refresh my screen I'll see that Caitlin Clark is no longer the account owner here. It is in fact, Jason Day. Jason Day has replaced her on the actual territories that are coming in from Boogie Board. Rip Hamilton has remained as the BDR and all of my other inheritance inherited roles remain in place. My ARR and my active updates are also still there. The goal here is just to show how the information can flow in from Salesforce into Boogie Board and then back into Salesforce in a bi directional way.

Watch more BoogieBoard product demos on YouTube.