The Salesforce connector pushes contact updates to Salesforce, and can be used to create new contacts within Salesforce.
You can add Salesforce as a connector to link user data within Salesforce to the Purple platform. Selected data can also be transferred from the Purple platform to Salesforce. The Salesforce data appears within Visitors and Device under each specific user profile.
Check the available data that can be sent or matched to Salesforce data here.
Set Up the Salesforce Connector
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Within Management > Connectors, select the Salesforce connector and click Add:
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Click 'Link Salesforce'. This opens the Salesforce website where you need to log in:
After you log in you are redirected to the portal.
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In Connection name, enter a specific name and choose one of the following Connection Options:
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Salesforce to portal – Sends matching data from Salesforce to the portal. When you select this option you must choose which contact fields should be fetched from Salesforce to appear in the portal for the access user. For a full list of data which can be matched, refer to Available Data.
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Portal to Salesforce – Sends matching data from the portal to Salesforce. When you select this option you must specify which fields from the access user record should be mapped to the corresponding Salesforce fields. Select the check box for the required fields, then choose which field to map to within Salesforce. This only updates fields' empty values in Salesforce. For a full list of data which can be matched, refer to Available Data.
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Salesforce to/from Portal – Sends matching data both ways.
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Within Salesforce - Portal Match Criteria you must specify criteria so user records can be matched to the records in Salesforce. This is a mandatory area that must be completed. The first rule is automatically set and this uses the Last name field. You can have a maximum of three rules.
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Within Scope, the login level determines what scope is available. The scope determines at what level the palette displays for this connector. Select from the following:
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Customer level – Displays the customer, groups and all venues. With the ability to select each level.
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Group level – Displays the selected group and the venues within that group.
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Venue level – This specific venue.
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Click Save.
All data pulled from Salesforce appears and is accessible in Visitors and Device under each specific user profile.
Available Data
The following data can be sent or matched to Salesforce data:
Users
| Data Type | Data | Description |
|
(integer) |
id |
The user's numeric ID |
|
(string|null) |
title |
The user's title, e.g. Mr., Mrs. |
|
(string) |
firstName |
The user's forename |
|
(string) |
lastName |
The user's surname |
|
(string) |
|
The user's email address |
|
(string) |
mobile |
The user's mobile telephone number |
|
(string) |
locale |
The user's locale, e.g. en_GB |
|
(integer) |
age |
The user's age in years |
|
(string|null) |
gender |
The user's gender as a single letter, e.g. M, F |
|
(integer) |
sourceProviderId |
Numeric id of the user's login provider |
|
(string) |
postCode |
The user's postal code |
|
(string) |
sourceProviderIdName |
The name of the user's login provider, e.g. Form, Facebook, X |
|
(string) |
dateOfBirth |
The user's date of birth in YYYY-mm-dd format |
|
(Boolean) |
isReceivingEmail |
Whether the user can receive email or not |
|
(string) |
journeyTime |
The user's journey time in YYYY-mm-dd h:i:s format |
|
(array) |
customFormData |
Custom information gathered during the journey, can be empty |
Venue
| Data Type | Data | Description |
|
(integer) |
id |
The venue's numeric ID |
|
(string) |
postCode |
The venue's postal code |
|
(string) |
|
The venue's primary contact email |
|
(string) |
name |
The venue's name |
|
(string) |
address1 |
The first line of the venue's address |
|
(string) |
address2 |
The second line of the venue's address |
|
(string) |
telephone |
The venue's telephone number |
|
(string) |
description |
The venue's description |
|
(string) |
country |
The venue's two letter country code, e.g. GB |
|
(string) |
town |
The venue's town (city) |
|
(string) |
sector |
The venue's industry sector |
|
(string) |
uniqid |
The venue's unique id, e.g. vq-1a2b3c4d5e6f7 |
Company
| Data Type | Data | Description |
|
(integer) |
id |
The company's numeric ID |
|
(string) |
name |
The company's name |
|
(string) |
sector |
The company's industry sector |
|
(string) |
town |
The company's town (city) |
|
(string) |
country |
The company's two letter country code, e.g. GB |
|
(string) |
address1 |
The first line of the company's address |
|
(string) |
address2 |
The second line of the company's address |
|
(string) |
|
The company's primary contact email |
|
(string) |
mobile |
The company's primary contact mobile telephone number |
|
(string) |
telephone |
The company's primary contact telephone number |
|
(string) |
ownerLastName |
The company owner's surname |
|
(string|null) |
salesForceAccountId |
The salesforce ID for the company |
|
(string) |
ownerFirstName |
The company owner's forename |
|
(string) |
uniqid |
The company's uniqid id, e.g. cq-1a2b3c4d5e6f7 |