Salesforce conversion records

Upsert identified Nimriz conversions into a dedicated Salesforce custom object through managed authorization.

Availability: Salesforce is listed as coming soon. The setup option appears only when the public catalog marks it available for your workspace.

Requirements

• A Professional plan or higher.
• The Nimriz External Client App package installed in the Salesforce org.
• A Nimriz_Conversion__c object with Nimriz_Delivery_ID__c configured as a unique External ID.
• API access and create/update permission for the object fields.

Connect Salesforce

1. Create the documented object and fields in the production or sandbox org.
2. Go to Integrations›Destinations›Browse catalog and choose Salesforce.
3. Choose Production, Sandbox, or a validated My Domain host and save the disabled destination.
4. Select Connect provider and approve the api and refresh_token scopes.
5. Enter a temporary sample customer ID and send a test. The test describes the object and upserts a real sample record.
6. Enable the destination after the current configuration and connection pass.

Nimriz upserts by delivery ID, so retrying the same delivery updates the same record. Only conversions with your customer external ID qualify. Raw IP and complete User-Agent values are not sent.

Troubleshooting

• Schema mismatch: verify the object, unique External ID, and documented writable fields.
• Reconnect required: reconnect the org and send another test.
• Permission denied: grant object and field permissions to the connected Salesforce user.