Before Spotler can connect with your Salesforce environment, a Salesforce administrator needs to complete 3 main steps: (1) Install the Spotler Package, (2) Create Spotler Sections on the Page Layouts, and (3) Create an External Client for the connector. Please contact Spotler for more details about this procedure.
The next step involves enabling the Salesforce integration on the Spotler Connect integration platform. The Salesforce connector is set up using Connect's onboarding wizard, which includes the following steps:
- Step 1 – Selecting the connector
- Step 2 – Preset
- Step 3 – Authentication
- Step 4 - Connector
- Step 5 - Contact Lists
- Step 6 - Contact List Members
- Step 7 - Contacts
- Step 8 - Organisations
- Step 9 - Activities
- Step 10 – Billing Information
- Step 11 – Summary
- Step 12 – Confirmation
- Step 13 – First import and activation
To onboard the Salesforce connector, keep the following credentials at hand:
- Salesforce domain
Step 1 - Selecting the connector
When logging into Connect, click the New connector button on the dashboard. This will open the onboarding wizard.
Select the Salesforce connector from the list of available connectors. If you want to move to a different tab in Connect at any time during the onboarding process, you can save the connector as a draft. When Salesforce is selected, click Next.
Step 2 – Preset
For Salesforce, you can either select the CRM preset or the manual configuration. If you want to include List synchronisation please choose to configure the connector manually. Click Next.
Step 3 – Authentication
Fill in the API key, the API secret and the Salesforce domain of your Salesforce environment and click on Next.
Step 4 – Connector
This step is designed to allow you to customize the name of the connector. This personalized name will be displayed directly beneath the connector's logo in the dashboard.
Step 5 – Contacts Lists
This section allows you to choose whether you would like to import contact lists from Salesforce into Spotler Connect. Enabling this setting will allow Spotler Connect to sync and use your Salesforce contact lists. We recommend setting it to 'Yes'.
Step 6 – Contacts List Members
Next, you decide whether to import contact list members from Salesforce into Spotler Connect. When enabled, this setting ensures that your Salesforce contact lists are synced with Connect, ready to send to other connectors. We recommend setting this setting to 'yes'.
Step 7 – Contacts
The contacts section provides flexible settings to control how contact data is exchanged between Salesforce and Spotler Connect.
1. Opt-in Permission
You can define the type of opt-in permission associated with imported contacts.
The selected option determines the name of the subscription assigned to the contact in Spotler Connect. The options are:
- Marketing
- Newsletter
2. Enable Synchronisation
You can choose the direction of synchronisation based on your business needs:
- Salesforce to Spotler Connect: Automatically import contact records from Salesforce into Connect.
-
Spotler Connect to Salesforce: Push new or updated contact records from Connect* back into Salesforce.
* From Connect means that Connect received the records information from another connector within your Connect environment. - Allow updates from multiple sources: Enable updates from other connectors to contacts and organisations in Salesforce
This flexibility ensures that you’re always working with the most up-to-date contact information, regardless of its origin.
3. Contact or Lead Creation in Salesforce
If you enable synchronisation from Spotler Connect to Salesforce, you can further define how new records should be created in Salesforce. Specifically, you can select whether the synced contact should be added as a Contact or Lead in Salesforce.
Step 8 – Organisations
The sync of the organisations (referred to as Accounts in Salesforce) is the next step in this onboarding. You can choose to import organisations from Salesforce into Spotler Connect or from Spotler Connect into Salesforce.
Tip: When the setting to import organisations is turned on (Spotler Connect -> Salesforce = Yes) and a user is imported into Salesforce, Spotler Connect will automatically create a corresponding account in Salesforce using the domain of the user's email address.
Step 9 – Activities
The Activities section allows you to import activity data from Spotler Connect into Salesforce. Start by choosing whether you want to enable this sync. If yes, you can select which types of activities you would like to appear in Salesforce.
These activities are generated by other connectors linked to your environment and provide valuable insights into contact engagement. You can select any or all of the following activity types:
- PageView
- EmailWasSent
- EmailWasOpened
- EmailLinkWasClicked
- EmailWasBounced
- EmailComplaint
- SMSWasSent
- WasInvitedToEvent
- WillAttendEvent
- WillNotAttendEvent
- HasAttendedEvent
- HasNotAttendedEvent
- FormWasSubmitted
- ConversationWasConcluded
Step 10 – Billing information
To continue, fill out any remaining billing information. If all information has been filled out previously, this step may be skipped. Click Next.
Step 11 – Summary
A summary of the selected information for the integration will be displayed. The blue underlined text is clickable and represents a preset configuration. Any configuration options that still need to be completed will appear as questions or placeholders on this screen. These must be configured before proceeding. Once completed, click Next.
Step 12 – Confirmation
This is the final step before the connector is activated. Once Next is clicked, the connector will be created, and data import will begin. Click Next to activate the connector.
Step 13 – First import and activation
After activation, the import progress can be tracked through the progress bars. The connector will now import data from your Salesforce system. By default, the connector will import data looking back a predetermined amount of time:
- Organisations: 10 years
- Contacts: 10 years
This means that for this initial import, any organisation from the past 10 years will be imported into Connect. It also means that virtually any organisation that has ever been created (and not deleted) will be imported into Connect as well.
Depending on the amount of data being imported, the first import can take up to an hour. This screen can be navigated away from and reopened later by clicking the Salesforce connector icon on the dashboard home screen.
While exporting, the status icon below the connector icon may still display as inactive. Some time after the first export, the status will change to ‘operational’. An email confirmation will also be sent when the first export is complete. Once you have received this email, the connector is operational.
Your connector is now operational. New organisations, contacts and contact lists will be imported as they are created in Salesforce itself.