Salesforce

Salesforce is a popular cloud-based customer relationship management (CRM) platform that provides a suite of software tools for marketing, sales, and customer service.

The platform is designed to help businesses of all sizes attract, engage, and delight customers by providing a seamless experience throughout their journey.

What you can do with the Salesforce connector:

  • Ingest Lead and Contact Data: Use lead and contact data from Salesforce to send promotional offers and other updates to your customers on popular channels such as Email, SMS, and WhatsApp.

  • Automation: Use flows to automate different business processes using triggers and actions, such as task updates.

Salesforce triggers and actions in Flows

Once installed, you can use more than 40+ triggers and actions in Flows like Opportunity updated, Update task and and more.

For a complete list of available trigger ana actions, go to Automate Work > Connectors > Marketplace, and find Salesforce.

Salesforce data synchronization

Once installed, the Salesforce connector will regularly sync the following data:

  • Contacts

  • Leads

After installation, under the "Data Sync" tab, you can choose the contact and lead attributes and the frequency of the data sync you want to import from Salesforce into MessageBird.

How to install Salesforce

What you'll need

  • A Salesforce account

Step-by-step instructions

  1. Go to Connectors > Marketplace and select Salesforce.

  2. Click the Install Salesforce button.

  3. Give your Salesforce connector a recognizable name and enter the instance type i.e. "test" for Sandbox and "login" for production.

  4. Click the Login and Install button. You'll be redirected to Salesforce.

  5. If you're not already logged into your Salesforce account, you'll be prompted to log in now.

  6. Once logged in, you'll be shown the permissions you'll grant to MessageBird when you install the Salesforce connector. Scroll down to the bottom, then click Connect app.

That's it! You've installed Salesforce!

Next steps

Visit the “Health” tab to assess the connector’s health.

  • Data Fetching: Responsible for gathering data from third-party platforms. It generally requires valid credentials or API keys. If its health is compromised, there could be problems with credentials or permissions.

  • Data Capture: Manages incoming data and events, mainly through webhooks. A non-healthy status typically indicates difficulties with the connector's webhook setup.

  • Engagements: Handles the processing and ingestion of data into our platform. An unhealthy state might mean the data isn't in the anticipated format.

Use Salesforce

Once you've successfully installed the Salesforce connector, you can incorporate its functionalities in various areas of the platform:

Audiences

  • Purpose: Build dynamic audiences using contact or lead data imported from Salesforce. These audiences can be harnessed for broadcast marketing campaigns or omnichannel marketing journeys.

  • How to access:

    • Go to Grow customers > All contacts.

    • Click Create Audience. Here, you'll notice Salesforce variables listed under attributes. The same variables are also accessible under the attributes tab.

    • Use these attributes to segment your contacts and create an audience or list. These audiences and lists can be used to send marketing campaigns.

Flows:

  • Purpose: Incorporate Salesforce triggers and actions in Flows to automate business processes, such as contact and task updates

  • How to access:

    • Proceed to Flows located under Automate Work.

    • Initiate a new flow or modify an existing one.

    • For invoking a flow using Salesforce triggers, set the Trigger to "Connector", the Connector to "Salesforce", and then pick the relevant Salesforce instance (if you have multiple installations).

    • Here, you can opt for any triggers the Salesforce connector supports.

    • Additionally, select Salesforce from the "Connector actions" dropdown to integrate Salesforce actions into your flows.

FAQs

I don’t see the Connectors/Automate Work option. What am I missing?

Please verify your Access role under 'Organization Settings'. If it's not present there, contact your admin for assistance.

As a Salesforce admin with multiple Salesforce instances, can I connect each one to MessageBird?

Absolutely! Install the MessageBird app for each storefront as required. After installation, view all the storefronts under 'Your Connectors'. Remember, each installation is unique to one store, so you must install it for each storefront individually.

What should I do if my Data sync displays a "Failed" status?

Please contact our support team for assistance.

Is it possible to restore a deleted connector?

No, once you delete a connector, it's irreversible. However, you can always create a new connector to replace the one you deleted.

What should I do if I notice errors in the Health status of my connector?

It's crucial to address any errors promptly. If you're unable to resolve the connector errors yourself, our dedicated support team is here to help.

What happens with my audiences if my connector becomes defunct or is deleted?

Your audience will still function but won't receive new updates.

What will happen to my flows if my connector is removed or becomes defunct?

While the flows will remain intact, they will no longer be influenced by the connector or be able to execute actions via the connector. You would need to manually adjust the flows to use new connector instances.

How can I delete the connector?

  1. Go to Automate Work > Connectors > Your Connectors.

  2. Search for Salesforce.

  3. From the results, select the connector you want to delete and click Delete connector in the top right corner.

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