Relevant to: Demand Acceleration Platform
The Salesforce Closed Loop App automatically provides feedback on lead status updates based on events, life-cycle changes, rejections, quality and other KPIs from your Salesforce account to the Demand Acceleration Platform. Gain a complete view of media program performance so you can more effectively analyze and optimize paid media programs based on quality metrics and KPIs.
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You need to have connected your Salesforce account with the Demand Acceleration Platform - before setting up closed loop reporting. |
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| Connecting to Salesforce Classic (REST API Integration) |
Connecting to Salesforce Lightning (REST API Integration) |
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In this article
Integration setup overview
- In the Demand Acceleration Platform - Connecting to Salesforce Classic (REST API Integration) | Connecting to Salesforce Lightning (REST API Integration)
- In Salesforce - Install the Closed Loop app.
- In the Demand Acceleration Platform - Generate API Key.
- In Salesforce - Configure Closed Loop app.
| You need access to your Salesforce Admin section (with the relevant permissions) and your Integrate Demand Acceleration Platform. When setting up the integration, it is recommended that you're logged in to both platforms and have them open side by side. |
Setting up Marketo Closed Loop Reporting
Install the Salesforce Closed Loop app
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Download the Closed Loop app from Salesforce. |
In Salesforce, navigate Setup > Custom Code > ApexSettings and select Deploy Metadata from Non-Certified Package Versions via Apex.
Generate an API key in the Demand Acceleration Platform
1. In the Demand Acceleration Platform, navigate to Settings.
2. Click Organization Settings.
3. Click the Generate New Key button.
4. To copy the value, click the copy icon next to the API key.
Configure the Closed Loop app in Salesforce
1. In Salesforce, click Integrate Closed Loop Settings from Objects.
2. Paste the Organization ID and API Token that was generated in the Demand Acceleration Platform. Click Test Connection to confirm success and select Save Settings.
3. Go to Setup > Create > Workflow & Approvals > Process Builder.
4. Click New and add the following criteria:
| Field | Action in Salesforce |
| Process Name | Add a unique recognizable name eg. Integrate Closed Loop. |
| API Name | Automatically generated, can be edited if required. |
| The process starts when | Select A record changes. |
5. Click on the first box + Add Object and add the following criteria:
| Field | Action |
| Object | Select Lead from the drop-down menu. |
| Start the process | Select when a record is created or edited. |
6. Click on the second box +Ad Criteria and add the following criteria:
| Field | Action in Salesforce |
| Criteria for Executing Actions | Define the values based on the status you would like to report. |
| Set Conditions | |
| Conditions | |
| Advanced | Select Yes to ensure executing the rule only when the status changes. |
7. Click Immediate Actions > + Add Action. Select Apex from the dropdown, then populate the action name, select Post to Integrate Apex Class and set the LeadID, Disposition Code and reason.
8. Repeat for all other lead statuses you would like to report to the Demand Acceleration Platform. Click Activate.
Testing the closed loop app
In the Demand Acceleration Platform, add the Salesforce integration to a Source in the Integrations tab. Send a test lead to check that the closed loop app has been set up successfully. This should be a 'real' lead that originates from both the Demand Acceleration Platform Source (not one that is sent in the Source > Integrations tab > post out testing modal) and your Salesforce database.
To send test lead(s):
- Upload a lead to the Source in the Demand Acceleration Platform and check it is received in Salesforce.
- Make a change to the test lead in Salesforce and check the appropriate course of action is reflected in the Demand Acceleration Platform Source.
Available disposition codes
The disposition codes that can be used to configure the Salesforce Closed Loop App include:
Accepted Lead Codes
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Return Lead Codes |
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For more information about lead dispositions, see Demand Acceleration Platform Dispositions.
Recommended Reading
- Closed Loop Reporting via the Demand Acceleration Platform
- Connecting to Salesforce Classic (REST API Integration)
- Connecting to Salesforce Lightning (REST API Integration)
- Setting up an Integration to Salesforce