The Higher Logic integration with Salesforce-based platforms can leverage the Higher Logic Activity Sync module. There are some noteworthy considerations when determining whether you will send the activity to Salesforce or to an external Webhook.

Higher Logic leverages the Salesforce SOAP API to create XML statements and writes them to a table with a specified schema. In that schema:

• WhoId is the Salesforce unique 18-digit identifier.
• ActivityDate is the date and time that the activity was triggered on Higher Logic.
• Type is the unique writeback code given to Higher Logic for each kind of activity.
• Description is a specific format on how the information for the activity is displayed.

Data considerations

Every Salesforce environment has certain limits that are based on each customer's Salesforce environment and contract with Salesforce. These limits apply to:

• the number of API calls that can be made (see API Request Limits and Allocations) and
• the available storage capacity (see Data and File Storage Allocations).

TIP: For more information, reference the information in the above links or check with your Salesforce Account Representative.

API calls

The Higher Logic integration is dependent on using API calls.

Higher Logic batches the API calls that are made to Salesforce for Activity Sync. There are more than 200 types of activities in Higher Logic that can be written, via Activity Sync, to a Salesforce environment. Therefore, it is important that you carefully consider your API usage, as demonstrated in the following example:

• Total SFDC API calls available: 100,000
• Non-Higher Logic services API consumption: 50,000
• Higher Logic integration API consumption: 20,000
• Remaining API calls for Higher Logic Activity Sync must be < 30,000

Review the section, Monitoring Your API Usage, in API Request Limits and Allocations.

NOTE: API calls are made every 30 minutes to the Salesforce environment, and 0 – 200 activities = 1 API call. So, if there are 600 activities, Higher Logic Activity Sync writebacks will consume 3 API calls.

IMPORTANT: If you exceed your Salesforce environment's limits, your integration will stop working until the Salesforce API limits are refreshed. To learn more, review the section, What Happens If You Reach or Exceed Your API Request Limit, in API Request Limits and Allocations.

Create the custom Salesforce object

The Salesforce Classic instructions.

1. In the top-right corner of any page in Setup, click Create | Custom Object.
2. Specify the following labels.

• Label: HL Community Activity
• Plural Label: HL Community Activities

3. Check Allow Reports under Optional Features.
4. In the Enter Record Name Label and Format section:

• Record Name: Higher Logic Activities
• Data Type: Auto Number
• Display Format: CA-(000000000)
• Starting Number: 1

5. Add four custom fields with the following data types.

• Activity Date (Date/Time)
• Activity Type (Text(255))
• Contact Id (Lookup(Contact))
• Description (Long Text Area)

6. Optionally, add this new object to your Contact Layout.