Setting up Salesforce

Rasmus Gripenfrid Updated by Rasmus Gripenfrid

Dreamdata needs to connect to your CRM system in order to work properly. This is used to collect data on your customer accounts and link it to the tracking data, thus being able to create attribution to touches in your customer journeys.

It can take up to 48 hours for the data to show in the Dreamdata app once you successfully integrated it.
Setting up Salesforce
  1. On Dreamdata's main menu, click/hover on your name and then select "Integrations".
  2. On the Integrations page, select "Salesforce", in the second row from the top, in the right corner.
  3. Click "Enable" (a new tab will open).
  4. If you haven't selected a CRM system for your Dreamdata account yet, chances are that you might be prompted with the following question "Is Salesforce your Primary CRM?". Select the option that applies for you.
  5. If you aren't already signed in, sign into your Salesforce account.
    Note! To integrate you will need Admin access to your Salesforce.
  6. You'll be asked to allow access to Dreamdata. Click "Allow".
  7. You're all set 🔥 It can take up to between 24 – 48 hours before data begins to appear.

By default, we pull in the following objects:

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Campaigns
  • Activities

In some instances, we can retrieve custom fields but you will need to reach out to us first to confirm.

How will the data be mapped into Dreamdata:

  • Accounts will map to Companies
  • Contacts will map to Contacts
  • Opportunities will map to Deals and Revenue
  • Leads can potentially be mapped to Contacts, Companies and Deals
  • Activities and Campaigns will map to Events and then on to Sessions and can then appear in customer journeys and be given attribution in our models

For Sessions we set the following parameters

Type

channel

source

Medium

campaign name

Meeting

Meetings

Meeting

Meeting

n/a

Calls

Calls

Calls

Phone

n/a

Event

Event

events

event

Salesforce Campaign Name

Webinar

Webinar

webinar

webinar

Salesforce Campaign Name

Salesforce campaigns

For Campaigns, by default we pull in data from Campaigns that have the type Event or Webinar.

For each campaign member we create an event when the contact joined the campaign and when they responded to the campaign. The events are then also represented as sessions and can then be given attribution and appear in customer journeys.

We we use these event names to represent campaign membership: registered_event, registered_webinar, attended_event, attended_webinar.

The event will be given a utm_source and utm_campaign. The utm_source is set to either Event or Webinar. The utm_campaign is set to the Salesforce campaign name.

Our default utm mapping will map to:

  • Channel 'Webinar' or 'Event'
  • Source 'webinar' or 'event'
  • Medium 'webinar' or 'event'

This works out of the box. We can configure Dreamdata for you to pull in other campaign types if that makes sense for your business.

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