[Beck Chan] Technical Writing Portfolio

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[Beck Chan] Technical Writing Portfolio

Custom 3rd Party Integration

SFDC + SaaSquatch

Background

Before I worked at SaaSquatch.com, I had never used
Salesforce⁠
.

Within the first year of my tenure there, I became the Support team’s Subject Matter Expert for our custom SFDC integration. As a Solutions Architect (Customer Implementations/Technical Onboarding), I acted as the primary technical contact for both installations of the SaaSquatch product suite and our many third-party integrations, including SFDC.

Below are a few samples of the guides I produced to assist with custom SFDC integrations, as well as to serve as documentation for the feature and its complex functionality.

⁠

Article Name

Live URL

Contribution

Description / Notes

Article Album

SaaSquatch + SFDC: User & Account IDs

SaaSquatch + SFDC: User & Account IDs | SaaSquatch Documentation

Author

This guide details the process of using SDFC functionality to map certain user fields so that they could be used with the following:
@SaaSquatch + SFDC: Attribution via Contact Lookup⁠
&
@SaaSquatch + SFDC: Using Invocable Methods in Process Builder⁠

For this endeavour, I researched and familiarized myself with the following Salesforce features:

⁠

Page Layouts⁠

⁠

Custom Fields⁠

⁠

Field Mapping⁠

⁠

https://imgur.com/a/2SLHx3J

SaaSquatch + SFDC: Attribution via Contact Lookup

SaaSquatch + SFDC: Attribution via Contact Lookup | SaaSquatch Documentation

Author

This guide details the process to set up sync of information from SFDC back to the SaaSquatch product (creating a referral attribution, or connection).

For this endeavour, I researched and familiarized myself with the following Salesforce features:

⁠

Page Layouts⁠

⁠

Custom Fields⁠

⁠

Process Builder⁠

⁠

https://imgur.com/a/GhEQgu4

SaaSquatch + SFDC: Using Invocable Methods in Process Builder

SaaSquatch + SFDC: Using Invocable Methods in Process Builder | SaaSquatch Documentation

Author

This guide details the process of using SDFC functionality to send REST API calls containing information about users and user events back to SaaSquatch.

For this endeavour, I researched and familiarized myself with the following Salesforce features:

⁠

Invocable Methods⁠

⁠

Process Builder⁠

⁠

https://imgur.com/a/1SUMIql

Salesforce Integration User Guide

Salesforce Integration User Guide | SaaSquatch Documentation

Contributor

For this guide, I included screenshots of the sections I was responsible for editing and reviewing for accuracy (all headers except for Configuring Additional Fields to be Synced to Leads/Contacts).

https://imgur.com/a/2NaI7mH

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