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 Getting started page’s Create an Autopilot account 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. Assuming you have clicked through B2B  Salesforce (from the About your business page), on the Connect to Salesforce page, click Next.

  2. 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.

  3. 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.

  4. 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.

  5. Click Next.

  6. 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.

  7. Click Next.

  8. When the Salesforce …​ Congratulations page appears (which does so if the connection was successful), click Next.

  9. On the Business address page, specify the physical address of your business, and click Next.

  10. On the Email setup page, ensure your email details are correct, and click Next.

  11. On the Brand setup page, use the various options provided to customize the appearance of email messages Autopilot sends. A preview of a sample email message is provided on the right as you alter options on the left.

  12. Once you have set up your branding, click Next.

  13. On the Links and social setup page, use the options provided to add any social media links to your email messages, and click Next.

  14. On the Select a plan page, choose between the Free or premium feature plan trial, and click Next.

That’s it! Your Autopilot account is now connected to and integrated with your Salesforce service.
Click Launch Autopilot to access the main product interface.