Salesforce

Updated by Andreea Mahu

You can easily sync companies (accounts) or contacts from Dreamdata to Salesforce if Salesforce is set as your primary CRM in Dreamdata.

You only need to set this up once for contacts and once for companies - after the initial setup Dreamdata will automatically send any updates (all properties for a contact/account or individual property updates) for your accounts or contacts to Salesforce daily, following each data modeling run, as configured in the Data Modelling Schedule section of the Data Hub.

How to send company or contact data to Salesforce?

  1. On Dreamdata's main menu, navigate to Activation Hub -> Syncs and select Salesforce from the CRM section.
  2. Click the Enable button to connect your Salesforce account. Make sure that the account used has access to edit the relevant properties.
  3. If you aren't already signed in, sign into your Salesforce account. Make sure you have the “Approve Uninstalled Connected Apps” and "API Enabled" administrative permissions enabled for your profile. You'll be asked to allow access to Dreamdata Activation. Click "Allow".
  4. Choose the Object type which you want to sync and activate it - companies or contacts. The ID property will be used for matching contacts or accounts data.
    The syncs are counted towards your sync limit.
  5. Select which Dreamdata properties you want to sync to Salesforce and map them to a property existing in Salesforce. make sure the accoount used to enable Salesforce has write/edit permissions for the properties that will be used as mappings in the configuration. Dreamdata will populate or update the selected Salesforce property whenever a sync happens, if there are changes from the previous sync. Consider only selecting the properties that are relevant for you to not overuse your API call quota.
    The following properties are available to sync for each object:
    Contacts:
    • First name
    • Last name
    • Name
    • Country
    • Phone number
    • Role
    • Seniority
    • Title
    • Signals last 30 days
    • Signals last 7 days
    • Audiences
    • Contact journey url
    • Number of Sessions Last 30 Days
    Companies:
    • Name
    • Country
    • Industry
    • Number of employees
    • Annual revenue
    • Engagement score
    • Signals last 30 days
    • Signals last 7 days
    • Audiences
    • Company journey url
    • LinkedIn url
    • LinkedIn Paid Engagement Last 30 Days
    • LinkedIn Paid Impressions Last 30 Days
    • LinkedIn Organic Engagement Last 30 Days
    • Number of Sessions Last 30 Days
    • Number of Active Contacts Last 30 Days
    To see an overview of all your properties in Salesforce, click the setting icon and navigate to Setup -> Objects and Fields ->Object Manager. Select the object you are interested in, Account or Contact, and navigate to the Fields & Relationships section where you can see the names and types of all your properties.
    Make sure that the properties provided by Dreamdata have the same type as those coming from Salesforce to ensure the sync will be successful. All properties have an icon that denotes their type. Salesforce properties are shown by their field label and name.

    Enable the Sync missing values checkbox available in your configuration if you want to allows Dreamdata to sync all available values into your selected restricted pick-list properties (this is required for each sync). This removes the setup work needed in your CRM to define all accepted options.
    If you do not want to check the Sync missing values checkbox, make sure that the values defined in Dreamdata are also added in Salesforce for each pick-list property (example: all individual signal names have to be defined in Salesforce for the property that will be used to sync signals into, if it's defined as a restricted pick-list). Unrestricted pick-lists do not have this limitation.
    If you add or update properties while doing the configuration in Dreamdata, click the refresh button to pull the latest information from Salesforce.
  6. You will be able to see a list with all existing sync settings and some properties:
    1. Object - Contacts or Accounts.
    2. Type - Update. If there are changes, the selected properties will be updated on every sync. No contacts or companies will be created.
    3. Status - the status of last sync.
      1. Ready: Your contact/account properties have been synced and are available in your CRM.
      2. In progress: Your contact/account properties are being synced now.
      3. Warning: Some of your contact/account properties could not be synced. An error message with more details will be shown.
      4. Failed: There was an issue during the sync of your contact/account properties. An error message with more details will be shown.
      5. Not enabled: This sync hasn’t been enabled yet.
    4. Last Synced (UTC) - the time when Dreamdata last synced contacts or accounts to Salesforce.
    5. Enabled - on means that we are continuously sending updates to Salesforce based on changes to the data (decide if you want to pause sending updates by turning it off).
    6. Actions - delete the sync setting from Dreamdata (note: this does not delete the properties already synced but no more data will be synced after deletion )
  7. You're all set 🔥 data will be automatically synced daily for any changes in the selected object.
Salesforce requires up to 24 hours for the initial processing of data synced.

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