The Salesforce Connector is accessible from your platform account and Salesforce
With the Salesforce Connector you can:
- Connect multiple platform accounts to the same Salesforce account;
- Automatically or manually import Salesforce objects into tables related to the contact master, with the ability to apply import filters.
Contacts
The Salesforce Connector makes possible:
- The automatic or manual import of referrer, lead and account entities, with the ability to send a welcome email on first sign-up;
- The advanced configuration of field mapping and multiple choice field values;
- The import of related object fields of referrer, lead and account entities directly into contact data;
- The setting of a contact import filter;
- The setting of an error return flow in the referent, lead and account entities whose import failed;
- The export of the referrer, lead and account entities, with the possibility of enhancing the fields of the Salesforce entities, starting with the contact's personal fields and statistics.
Campaigns
With the Salesforce Connector you can:
- The creation and sending of communications, as well as viewing statistics, on your Salesforce account;
- The import of Salesforce campaigns, with automatic creation of the target and draft communication into a platform campaign;
- The creation of Salesforce campaigns from communications sent in the platform and the creation of Campaign Members based on the target defined with platform filters;
- The automatic or manual updating of Campaign Members in Salesforce based on events recorded by contacts on a sent communication (opens, clicks, conversions and bounces).