How to Use the Salesforce Integration
The Salesforce Integration will allow you to
- Create new entries within Salesforce Objects (default and custom)
- Update entries in Account, Campaign, Lead, or Contact objects.
- Pull in changes to Leads and Contacts
To use this integration you must be on the Performance, Unlimited, Enterprise, or Developer editions of the Salesforce Sales Cloud. These are the editions for which Salesforce opens their API. For more information check here. We need an open API to integrate Blitzen. Now let's go through the steps to integrate.
Connect your Salesforce Account to Blitzen
Navigate to the ‘Integrations’ section in the left-side panel and click on the ‘Salesforce’ app.
Click ‘Connect’ in the right-side panel.
You will be directed to log in with your existing credentials and asked to give Blitzen permission to access the app. Don’t worry, we won’t mess with the stuff that’s already there!
It's possible that you will be asked for a verification code. If this is the case, check your email, Salesforce should send you one immediately.
Make sure that the app is on by moving the app slider to ‘On’
If, for any reason, you would like to disable this app, just move the slider to ‘Off’ or disconnect it all together (How to Disconnect App).
Create a Workflow with the Salesforce App
Navigate to the ‘Workflow’ section in the left-side panel and create a new workflow (How to Create Workflow). You can also edit an existing workflow.
Choose a form or segment to work from (How to Choose an Input).
Drag the Salesforce App over into your workflow as an output and configure the app by clicking the ‘+’ icon. Choose whose credentials you would like to use.
From here you will see a number of options.
The default setting is to sync all submissions from the input form or survey. If that is not what you wish to do simply add filters. Click‘ Add custom filter’ and use the three fields to create a segment.
You are able to create any number of filters, just make sure they do not contradict each other.
To delete a filter simply click on the ‘x’ icon in the right corner.
You will then be asked to choose the destination your data will sync to.
What can you do with the Salesforce Integration?
The integration will allow you to target any default or custom objects within Salesforce. The list of available objects will appear in the following section:
Each object will bring up a different list of Salesforce fields. Some fields will be mandatory and some optional. Fields can be filled by form data or by available default Salesforce options like 'True' or 'False'.
Changes will autosave.
Other Useful Information
De-duplication and Updating
Updates to Contacts, Leads, Accounts, and Campaigns, will be de-duplicated by email.
- Lead is connected to Campaign through CampaignMember
- Contact is connected to Campaign through CampaignMember
- Other fields that use the many-to-many relationship will use ID or Name variables to lookup and make connections
Pulling Data in from Salesforce
If you have the same contacts in your Salesforce account as your Blitzen account, you will be able to Lead Score and create Segments based on changes in Salesforcce Lead and Contact data.
For example: If you wanted to see leads or contacts converted you could create a segment and make a rule based off of the conversion variable in Salesforce.