Setting up an Integration to Salesforce

Relevant to: Demand Acceleration Platform

Add a Salesforce integration to your Campaign/Source and configure the settings to enable lead flow into your Salesforce instance.

This step is achieved in the Integrations tab when building a Campaign/Source, ultimately determining how lead data is passed into Salesforce and routed once received.

You need to have 1) connected your Salesforce account with the Demand Acceleration Platform and 2) have finalized the setup of the Campaign/Source Fields - before adding an integration to your Campaign/Source(s).
Connecting to Salesforce Classic (REST API Integration)	Connecting to Salesforce Lightning (REST API Integration)	Fields Tab *

* Once your integration has been added to a Campaign/Source, any changes made in the Fields tab (including changes to the fields themselves, field names or associated lists) will not automatically update in the Campaign/Source. However, they can be manually updated, see Troubleshooting section for details.

Adding a Salesforce integration to a Campaign/Source

Adding an integration to a Campaign/Source will utilize the credentials that were added when Salesforce was connected with the Demand Acceleration Platform in the Integration Hub.

Set up your Salesforce integration on a CPL Campaign first - the settings will be inherited by new Sources when created and small adjustments can then be made to reflect any specific details for the Source.
When using Social and Webinar channels, note that the Salesforce integration will only be added to a Source (not a Campaign).

1. In the Demand Acceleration Platform, go to your Campaign/Source and navigate to the Integrations tab. Click the Add Integration button.

If you can see a Salesforce tile here, the integration has already been added to the Campaign/Source. Proceed to Configuring your Salesforce integration.

2. You will be presented with the Add Integration modal.

Here there are two options:

Option 1: Create a new Campaign/Source integration – Start from scratch! This will essentially create the basic integration with each field currently on the fields tab. You can then map to your desired Salesforce fields and add any additional details as needed.
- This option is most helpful when:
  - You or your team are new to the Demand Acceleration Platform.
  - You haven’t built any Campaign/Sources with a similar set up.
  - You are using very few fields or unique fields within this Source (eg. in Social or Webinar Sources, which have fewer, more specific fields).

Option 2: Load From Existing – Start from something similar! This will make an exact copy of an existing integration from another Campaign/Source. Once loaded, changes can be made for the new Source.
- This option is most helpful when:
  - You already have an existing integration that used similar fields and set up details (eg. existing builds from the same team, region, program).
  - You are creating multiple Sources that use the same Social or Webinar form fields.
  - You have complex routing rules that you would like to copy and manually check the Source fields and details match.

Decide which option works best for your build; instructions for both are outlined below.

Option 1: Create a new Campaign/Source integration

1. In the Add Integration pop-up modal, select your Salesforce Integration from the available list.

2. Salesforce is now listed as an integration with a visible tile. Proceed to Configure your Salesforce integration.

Option 2: Load From Existing

1. In the Add Integration pop-up modal, select the Load From Existing button.

2. You will then be presented with a list of the existing Campaign template integrations to choose from. If you wish to switch to view your Source Integrations, use the Showing Campaigns button and select Source from the drop-down menu.

3. Click the desired Campaign/Source integration and select the integration from the drop-down menu in the Integration Name column. Then click the Load Integration button.

This will load a copy of your existing integration to the new Campaign/Source, which you can adjust accordingly.

Proceed to the Configuring Your Salesforce Integration section below for more details.

Configuring your Salesforce integration

Once a Salesforce integration has been added to your Campaign/Source, you need to configure some key elements to define how lead data is sent to Salesforce.

1. To open your integration, hover over the Salesforce tile and click the Settings icon.

2. Move through the sections below to configure your integration according to the needs of your Campaign/Source.

Be detailed and thorough in your set up and always test before allowing live lead flow.

Settings

In the Settings section, you can determine how your leads will be received and routed once they reach your Salesforce instance.

Settings Field	Description
Name	In this field you can update the display name of your Source level integration. This will not impact the connection if the name differs from the name given within your Integration Hub.
Add to Salesforce Campaign	The Enable Add to Program checkbox indicates whether you will be sending leads into a Salesforce Campaign. Most customers use this option to streamline their lead routing process. It makes 1 API call and sends leads directly into your specified campaign.
Campaign Settings	If you are using the Add to Salesforce Campaign, you need to specify the Salesforce Campaign ID. To do so, add a custom field and paste the Salesforce Campaign ID token as the Output.

Field Mapping

One of the most important pieces of your integration, this section determines where data will be sent in Salesforce. Click the drop-down arrow to expand and view this section.

Full instructions and customization capabilities are outlined in the Integration Field Mapping article.

The first two columns that you see here are used to match Campaign/Source fields in the Demand Acceleration Platform with those in your connected Salesforce instance.

Field column

Represents the Campaign/Source fields in the Demand Acceleration Platform, which have data incoming from a particular channel (ie. Content Syndication comes from Media Partners, Social comes from your LinkedIn or Facebook form).
The name displayed here corresponds to the Field Name on the Fields tab.

Output column

Represents the Salesforce field you wish to send the data into.
These are the Salesforce field names added to the Schema section when you connected your Salesforce instance.
- Ensure the External ID Field(s) that was set in the integration settings schema are mapped.

For example:

Field (Campaign/Source field)	posts to	Output (Salesforce API field)
first_name	posts to	firstName
last_name	posts to	lastName
email	posts to	email

The other columns in the integration page can be used for additional data configuration options:

Custom column

This column opens a text box to allow you to add additional details like static text values, available token data or advanced coding (liquid markup) to your outbound lead data.
A common example is illustrated below, but this can be used in many customizable ways so visit our Post Out Enhancements section for more details.

List Name column

This column pulls directly from the Fields tab to show you the list that is being used (if any) to standardize inbound data on the corresponding field.
Visit the Lists & Mappers section to learn more about lists.

Map column

This is where you select the name of the list mapper you wish to apply (if any) to map to alternative list values before sending data into the specified Salesforce field.
Visit the Lists & Mappers section to learn more about mapping values.

Read more about how to map fields in Integration Field Mapping.

Finalize and save

Once your integration set up is complete and all fields are mapped, click Save.

Testing the integration

It is important to test your integration before you start collecting leads. It is advisable to work closely with your Marketing Ops team to confirm that all test data has been properly posted into Salesforce.

For instructions on testing your integration, see Testing a Salesforce integration.

The Salesforce integration has been added to your Campaign/Source.
The next step is to test the integration.

Testing a Salesforce integration

Troubleshooting

Here are some common issues encountered and how to rectify them.

Problem	Reason	Action to take in the Campaign/Source integration
The wrong Field Name is displayed on the integration field list.	The Field Name has been altered on Campaign/Source Fields tab.	On line showing old name, select new Field Name from Field column.
The wrong list is displayed on the integration field list.	The associated list has been changed on Campaign/Source Fields tab.	On line showing list name, reselect Field Name from Field column.
My field is not listed in the integration field list.	A new Field has been created on Campaign/Source Fields tab.	Create line for new field in integration, follow steps in Mapping section above.
My Salesforce field is not available to select from the Outputs drop-down menu.	The field has not been added to the Integrations Hub.	In the Integrations Hub, add the field to the schema.

If you need additional assistance troubleshooting, please contact Integrate Support.

In this article

Adding a Salesforce integration to a Campaign/Source