Salesforce is a leading cloud-based software for customer relationship management (CRM), empowering companies to better connect with leads and established customers alike. GrowthLoop amplifies the power of CRM by allowing you to segment these individuals across any metric in your data warehouse, paving the way for more relevant and targeted campaigns. This article outlines the steps necessary to set up Salesforce as a GrowthLoop destination and begin exporting audiences for activation.
Before connecting Salesforce to the application, we will walk through one requirement:
- Configuring a Security Token
Configuring a Security Token
Connecting Salesforce as an audience destination requires a security token specific to your Salesforce account. If you do not know your security token, you will need to reset it using the steps below. If you know your token, skip to Connecting Salesforce as a Destination.
Resetting your Salesforce Security Token
Log in to Salesforce with your username and password. From the home screen, click your User Icon at the top right corner and select Settings.
Type “token” into the QuickFind bar in the left rail and click Reset My Security Token.
Click Reset Security Token. A new token will be sent to the email address associated with your Salesforce account.
Once you know your security token, you’re ready to connect Salesforce as an audience destination!
Connecting Salesforce as a Destination
Select Destinations from the left rail of your GrowthLoop home screen.
Click New Destination in the top right.
Scroll down to the CRM section of the pop-up window and click Add Salesforce Audience.
Complete all Destination Info and Credentials fields, and click Create.
Destination Name: A custom name for your destination.
Sync Frequency: The frequency at which GrowthLoop will export audiences to your destination (hourly or daily).
Username: Your Salesforce username.
Password: Your Salesforce password.
Security Token: Your Salesforce security token.
Dev Environment: Check this box if your Salesforce destination is a sandbox (development) environment. If you aren’t sure, take a look at the Salesforce URL that you use to log in. If this URL begins with “test,” i.e. test.salesforce.com, check the box. If not, leave it empty.
You now have Salesforce connected as an audience destination. Now you can begin exporting audiences to Salesforce.
Exporting an Audience to Salesforce
Open the target audience and click Export.
Find the Salesforce destination that you created and click Activate.
In the modal window, specify how GrowthLoop should match audience members to your Salesforce leads, contacts and accounts. Each match condition unlocks a different set of actions you can apply to matching and non-matching profiles in Salesforce.
Match on Contacts and Leads: Look for matches across all contacts and leads in Salesforce.
Match on Account: Look for matches with accounts in Salesforce.
Match on Leads Only: Look for matches only with Salesforce leads, ignoring contacts.
Create Campaign in Salesforce for each GrowthLoop Audience: Selecting Yes will create a campaign for this audience in your Salesforce instance. To do so, you must have Marketing User Privileges assigned to your Salesforce username.
Save the Salesforce connection. Once the audience is exported and snapshotted, then you will see your audience populated in Salesforce.
Experiencing any issues connecting to Salesforce as a destination? Reach out to us at solutions@GrowthLoop.com and we’ll be in touch shortly!
Looking to connect other sales and marketing destinations for audience activation? Click Here to find more information in our Help Center!