Integrating with Salesforce

Coming soon!

Salesforce is a customer relationship management (CRM) service that also provides customer serviced-based enterprise applications.

You can leverage Autopilot’s powerful campaign, reporting, and dashboard features on your customer data from Salesforce.
To do this, proceed through each of the following procedures to integrate Autopilot with your Salesforce service as a data source.

Salesforce prerequisites

This integration process assumes you have an operating Salesforce service, and a Salesforce user account with System Administrator profile access to this service.

Connect from Autopilot

If you initially followed the Configuring a new data source procedure, use this procedure to complete the integration between Autopilot and your Salesforce service from the Autopilot interface, by establishing the connection between the products.

  1. Ensure you have clicked through Popular / CRM  Salesforce  Get started (from the New data source page), to access the Connect to Salesforce page.

  2. If you want to alter the way Autopilot allows Salesforce to update/modify people’s data values in your Autopilot account’s customer data platform (CDP), click Advanced options to expand this section of options.

    By default, Autopilot allows Salesforce to modify all relevant data values of people in your Autopilot account’s CDP, based on the equivalent data values of these people in your Salesforce service. This is the default behavior if you were to integrate Autopilot with Salesforce when initially creating a new Autopilot account.

    A given person may be registered in multiple data sources, where a specific data value associated with this person (e.g. their phone number), might be different in each data source. When an Autopilot account is integrated with these multiple data sources, each of which is allowed to modify data values in the CDP, then this person’s data value (e.g. phone number) could be modified in the Autopilot account’s CDP, based on recent activities performed by the person through each of these different data sources.

    Hence, data values for people in an Autopilot account’s CDP can constantly change.

    When a relevant activity in Salesforce is conducted by this person, Salesforce can update their data values (e.g. phone number) to the one/s configured in their Salesforce profile.

    1. To alter which data values of people in your Autopilot CDP that Salesforce can modify:

      • Clear or (re-)select the appropriate checkboxes in Modify system CDP fields (default).

      • To prevent Salesforce from modifying any data values in your Autopilot CDP, choose the Don’t modify system CDP fields option.

    2. If you are connecting to a Salesforce sandbox (i.e. a Salesforce staging environment), select the Salesforce sandbox checkbox. In most cases, you can leave this checkbox cleared on the assumption that you are connecting to a Salesforce production environment.

  3. Click Connect.

  4. On the Salesforce Allow Access page, click Allow to allow Autopilot to connect to your Salesforce service through the currently logged in Salesforce user account.

    If you are not yet logged in to Salesforce, specify your relevant Username or email address and Password credentials and click Log In. You will then be prompted to click Allow.

  5. Back in Autopilot on the Sync custom fields page, choose which Salesforce objects and their fields will be synchronized across to your Autopilot account’s customer data platform (CDP), bearing in mind that each object supports a maximum of 50 fields that can be synchronized with Autopilot. You can expand any objects on this page to then clear and select any other fields to be synchronized with Autopilot.

    A number of Default objects whose data is important to Autopilot are automatically selected for synchronization with your Autopilot’s CDP. The data in these objects consists of a combination of built-in and custom fields, which are created after the Salesforce integration process is completed.

    Any additional objects detected in your Salesforce service are presented in the Custom objects section.

  6. If there are any additional objects and their field data you want to select to be synchronized in your Autopilot account’s CDP, select these from the Custom objects section.

  7. Click Next.

  8. On the Select records page, choose between syncing all your chosen object data in the previous step across to Autopilot (by leaving Sync all selected), or click Selectively sync to specify conditions on Salesforce object data related to people or organizations in your Autopilot’s CDP that will be synced.

  9. On the Merge page, select the appropriate strategy by which people’s and organizations' data are merged from Salesforce into your Autopilot’s CDP. The Import and merge new records only, Import and overwrite any records that exist, and Import new records only are equivalent to the respective Append only, Overwrite existing, and Ignore merge strategies, described in the API reference documentation.

  10. Click Sync.

  11. Once the Syncing your data page appears, click Done.

That’s it! Your Autopilot account is now connected to and integrated with your Salesforce service.