Integrate Salesforce CRM Sync

  • Updated

Sync your Salesforce CRM data to Optimizely Data Platform (ODP) to enrich customer profiles and power segmentation, AI, and reporting. After you set up this integration, you can configure an ODP activation to sync data from ODP to Salesforce CRM.

The data syncs when you complete the configuration below and continues to sync nightly afterward.

Configure the integration

  1. Go to the App Directory in your ODP account.
  2. Select the Salesforce CRM Sync app.
  3. Click Install App.
  4. Click the Settings tab.
  5. Enter your Salesforce Instance URL and click Authorize. This redirects you to Salesforce; complete the prompts until you are redirected back to ODP.
    For help with finding your Salesforce instance URL, see Salesforce's help article.
  6. Expand the Sync section, enable the Salesforce objects that you want to sync to ODP, then click Save.
  7. (Optional) If you want to sync historical data, click Fire Historical Import Job.

(Optional) Create additional field mappings

The Contacts, Accounts, Opportunities, and Leads sections each include a table that lists the Salesforce fields that sync to ODP by default. If you want to sync additional fields that are not listed in the tables, you can create field mappings for each.

  1. Expand the section where you want to create field mappings: Contacts, Accounts, Opportunities, or Leads.
  2. Below the table, select the Salesforce field from the first drop-down list.
  3. Select the ODP field you want to map the Salesforce field to from the second drop-down list.
  4. Click Save Field Map.

Repeat these steps for each field mapping you want to add in each field type section.

If there is a Salesforce field that does not have a corresponding field in ODP, you need to first create that custom field in ODP. Then, you can map the custom field to your desired Salesforce field using the instructions above.

(Optional) Delete custom field mappings

  1. Expand the section where the field mapping you want to delete is defined: Contacts, Accounts, Opportunities, or Leads.
  2. Select that mapping from the Field Map drop-down list.
  3. Click Delete Field Map.

Repeat these steps for each field mapping you want to delete in each field type section.

Use Salesforce data in ODP

As your Salesforce data syncs to ODP, it creates corresponding customer profiles. You can then create segments to pull those customer profiles based on Salesforce CRM data. For example, create segments to differentiate customers as Salesforce Leads or Contacts or to pull customers based on a Salesforce account stage or opportunity they are are associated with.

Create a segment for Salesforce Leads

  1. Go to Customers > Segments > + Segment.
  2. Click Create New Segment and select the following:
    • Who? – Customers with certain attributes
    • With attribute – Salesforce CRM Sync Is Lead
    • Salesforce CRM Sync Is Lead – Is and True
  3. Click Done.
  4. Click And and select the following:
    • Who? – Customers with certain attributes
    • With attribute – Salesforce CRM Sync Is Converted
    • Salesforce CRM Sync Is Converted – Is and False
  5. Click Done
  6. Enter a name for the segment (like Salesforce Leads), then click Save.

Create a segment for Salesforce Contacts

  1. Go to Customers > Segments > + Segment.
  2. Click Create New Segment and select the following:
    • Who? – Customers with certain attributes
    • With attribute – Salesforce CRM Sync Is Lead
    • Salesforce CRM Sync Is Lead – Is and True
  3. Click Done.
  4. Click And and select the following:
    • Who? – Customers with certain attributes
    • With attribute – Salesforce CRM Sync Is Converted
    • Salesforce CRM Sync Is Converted – Is and True
  5. Click Done
  6. Enter a name for the segment (like Salesforce Contacts), then click Save.

Create a segment for a Salesforce account stage

  1. Go to Customers > Segments > + Segment.
  2. Click Create New Segment and select the following:
    • Who? – Customers with certain attributes
    • With attribute – Account Stage
    • Account Stage – Is and Active Customer
  3. Click Done.
  4. Enter a name for the segment (like All Active Salesforce Customers), then click Save.

Sync data from ODP to Salesforce CRM

First, create an activation to sync your ODP segments and data to Salesforce CRM on either a one-time or recurring basis. Then, within that campaign, add a touchpoint with Salesforce CRM Sync as the channel. Configure that touchpoint to sync to a Salesforce contact or lead.

Create an activation

  1. Go to Activation > Engage.
  2. Click Create New Campaign.
  3. To sync your segments and data once, click One-Time. To set up an automated, recurring sync, click Behavioral.
  4. Click Create From Scratch.
  5. Enter a name for your activation that represents the data you are syncing to Salesforce (for example, 2H 2023 Opps).
  6. Select your desired segment and click Apply or click Create New Segment, select your desired segment conditions, and click Save.
  7. Expand Enrollment Rules and toggle the must not have matched this campaign in the last 7 days setting off.
    This should not affect a one-time campaign, but turning this setting off ensures you will not have any issues if you rerun this campaign.

Add a touchpoint

  1. Within your activation, expand Touchpoints.
  2. Click to edit Touchpoint 1 and select Salesforce CRM Sync.
  3. Complete the following fields in the Configure section:
    • Create/Update Object – Select Contact or Lead. This determines whether the activation syncs a Salesforce Contact or a Salesforce Lead.
    • Mandatory Fields – ODP automatically populates these fields for you. They are not editable.
    • Number of Additional Fields – (Optional) Select the number of additional Salesforce CRM data fields you want to sync (up to 20).
      A drop-down list and input field display for the number of additional fields you selected. In each Field # drop-down list, select the Salesforce CRM field you want to populate. In each corresponding Field # Value, enter the ODP customer attribute you want to send into the selected Salesforce CRM field. For example, if you selected Job Function [string] from the Field # drop-down list, enter {{customer.job_function}} for the corresponding Field # Value.
  4. Click Save and then click your activation name in the breadcrumb trail.
  5. In the Touchpoints section, click Select start time and schedule.
  6. For a recurring sync (behavioral campaign), complete the following settings then click Apply:
    • Recurring or Continuous – Select Recurring.
    • Start Date – Enter the date you want to send the data to Salesforce CRM.
    • End – Defaults to Never. If you want to end the Salesforce CRM data sync on a specific date, set that here.
    • Repeats – Set to Daily.
    • Repeat Every – Set to 1 day.
    • Timing – Enter the time you want to send the data to Salesforce CRM.
    • Time Zone – Select the time zone in which you want to send this data.
    • Delivery Strategy – Set to Send all at scheduled time. Click Apply.
  7. For a one-time sync (one-time campaign), complete the following settings then click Apply:
    • Send Date – Enter the date you want to send the data to Salesforce CRM.
    • Send Time – Enter the time you want to send the data to Salesforce CRM.
    • Time Zone – Select the time zone in which you want to send this data.
    • Delivery Strategy – Set to Send all at scheduled time.
    • Click Apply.
  8. Click Save and then click Go Live. Your sync starts at your designated start date/time.