In this article

• Scenario

• Solution

Scenario

Your organization is upgrading from the legacy Salesforce integration to the Modern Salesforce Integration to ensure a more robust, stable, and future-proof connection for syncing data between Coconut and Salesforce. This upgrade is required to enable advanced staffing features, such as syncing Unassigned Events and enabling Walk-In Syncing.

Solution

The migration process is typically guided by your Customer Success team and must be initiated by an Admin user at your organization.

Migration Steps

1. Banner Trigger: Once the necessary feature flag (Opt-In Salesforce Upgrade) is enabled by a Coconut Administrator, a clear migration banner will appear on the Salesforce Settings page ([coconut_url]/settings/salesforce).

2. Initiation: The client administrator must Click the button within the banner to begin the migration process and authorize the new Salesforce integration.

3. Salesforce Activation: Your Salesforce Administrator must log in to Salesforce and manually Enable the new Coconut integration.

4. Review Data Carryover: Confirm that all existing Field Mappings and links to synced staff and events have been automatically carried over to the new integration settings. No manual re-entry of mappings is required.

5. Confirm Entity Syncing: Review the CRM settings page ([coconut_url]/settings/crm) to verify the following:

   • Entity Type: Confirm that events are syncing to the correct entity type (Leads, Contacts, or Person Accounts).

   • Matching Algorithm: Confirm the preferred matching algorithm is selected for customer identification.

6. Finalize Integration: Once you confirm the modern integration is stable and working correctly, a Coconut Administrator must turn off the Opt-In Salesforce Upgrade flag in the Coconut Tools Test Lab.

Syncing Logic After Migration

The modern architecture ensures a seamless transition of synchronization state. All event and staff links from the legacy system are preserved.