Integrate Salesforce CRM Sync

Sync your Salesforce CRM data to Optimizely Data Platform (ODP) to enrich customer profiles and power segmentation, AI, and reporting.

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

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.

(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.