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Salesforce

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Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services. You can add Salesforce as a connector to link user data within Salesforce to the portal users and choose which data you would like to transfer from the portal to Salesforce. The Salesforce data appears within Visitors and Device under each specific user profile.

Set Up the Salesforce Connector

  1. Within ManagementConnectors on the Salesforce connector click Add.

  2. Click Link Salesforce, this opens the Salesforce website where you must log in.

    After you log in you are redirected to the portal.

  3. In Connection name, enter a specific name and choose one of the following Connection Options:

    • 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.

    • 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 and 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.

    • Salesforce to/from Portal – Sends matching data both ways.

  4. 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.

  5. 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:

    • Customer level – Displays the customer, groups and all venues. With the ability to select each level.

    • Group level – Displays the selected group and the venues within that group.

    • Venue level – This specific venue.

  6. Click Save.

    All data pulled from Salesforce appears and is accessible in Visitors and Device under each specific user profile.

    SalesforceUserData2.png

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)

email

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, Twitter

(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)

email

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)

email

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

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