Topics

Overview

Salesforce is a well-known frequently-used CRM among many companies across many industries. journy.io therefore decided to deeply integrate to offer full bi-directional CDP functionalities with enriched SaaS customer intelligence and trigger most important actions for both contacts and accounts, upon getting B2B product-led growth signals.

Your marketeers, sales engagement and customer success teams will be able to start automations, and get tasks on B2B SaaS conditions otherwise simply not possible in native Salesforce.

How to connect Salesforce

Go to your connections menu and click the [+] button. You'll see the Salesforce connector listed.

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Choose the Salesforce account that you want to connect, after login:

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Review the permissions and accept:

If you've accepted the permissions, you'll see that Salesforce is now connected, on top of your connections screen:

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Salesforce general settings

If you go to the 'Connections' menu and lick on 'Settings' on the Salesforce panel, you'll see the general 'Connection' Tab

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Here are the different settings:

• Enable: When set, indicated whether Salesforce can be used.

• Name: Set/Edit a name for the connection.

• External ID for Accounts: Select Salesforce field that will be used as Account ID during initial import and will be populated to Salesforce during upload (creation or matching existing accounts)

You can also Save any changes and/or Disconnect (Delete) Integration.

Initial users and accounts import

If your Salesforce is a single source of truth and/or you already have user/accounts in Salesforce that you want to bring over to journy you can perform an initial import.

At this stage we can't filter user/account during import therefore we will bring all user and accounts available in Salesforce and their connections (relationships).

All account in journy will be created with External ID specified in drop down. All users will be create with email as External ID.

You can heck the log of all imported items in The Salesforce Connector | Salesforce logsPreview .

All imported items will be automatically sync’d with Salesforce and Salesforce entities will be updated according configurations in The Salesforce Connector | Salesforce destination settingsPreview.

Please check The Salesforce Connector | Salesforce source settingsPreview if you want to continue creating new users and account in journy when they are created in Salesforce.

Salesforce source settings

Ongoing import of users and accounts

On Salesforce source settings you can specify if you want to automatically create new users and account in journy when they are created in Salesforce.

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All imported items will be automatically sync’d with Salesforce and Salesforce entities will be updated according configurations in The Salesforce Connector | Salesforce destination settingsPreview.

This is a good practice in case you Salesforce is a single source of truth for users and accounts.

Salesforce destination settings

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Using segments to limit which users and accounts will be created or updated in Salesforce

When no segments are selected, journy.io will sync every user and account to Salesforce. To sync only a subset of users or accounts to Salesforce, you can select one or more segments that will act as a filter.

Creating or updating

By default journy.io will only update records in Salesforce. You can allow journy.io to create contacts or companies in Salesforce when they don't exist yet.

For contacts we'll use the email property to match with users in journy.io.

For companies you'll need to tell us in which field we can find your own account IDs (to uniquely identify accounts). An account ID should be a robust, static, unique identifier that you recognize an account by in your own systems. Ideally, the account ID should be a database ID.

Mapping fields

For contacts we'll map the following fields automatically:

• journy.io email identifier => Salesforce email property

• journy.io first_name property => Salesforce firstname property

• journy.io last_name property => Salesforce lastname property

• journy.io phone property => Salesforce phone property

For companies we'll map the following fields automatically:

• journy.io domain identifier => Salesforce domain property

• journy.io name property => Salesforce name property

So you'll only need to map the extra properties you want to sync to Salesforce in the settings. You can map any journy.io property to any supported property in Salesforce. We'll do our best to match the types of the properties. All of the scores you created in journy.io, computed properties, stage, health, ... are mappable to Salesforce.

Salesforce logs

At any time, you can check the bi-directional sync logs of your Salesforce↔journy.io connection by selecting the 'log' submenu.

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