The Salesforce integration gives you the possibility to easily sync all your customers to Retently, automatically import new contacts and export NPS data for further processing in Salesforce. But the real power of the integration lays in the ability to choose what data will be exchanged between both services, and the possibility to segment your Salesforce audience and assign it to NPS campaigns.
Follow the tutorial below to learn how to set up the integration.
IMPORTANT: Currently, you can only connect a production or development Salesforce account. Salesforce sandbox environments are not supported.
Authorize Retently in Salesforce
Before connecting the integration you will be asked to authorize our app in your Salesforce account.
All you have to do is to add our IP ranges to your network access section, letting your Salesforce account know that you are trusting our app and allow it to access your contacts’ data.
Once you have completed this step, you can go back to your Retently account, access the Integrations page, click the Connect button next to the Salesforce integration, and then hit the Next button.
You will be redirected to your integration’s main page. It may take a while to refresh your data and finish the setup.
Integration main page
On the main page you will see all your available lists and segments:
- Main lists, such as Contacts and Leads from Salesforce;
- Custom segments created in Retently using Salesforce properties.
Each list or segment contains the following elements:
- Name: You can edit the name of custom segments only;
- Auto-sync status: By default, all lists have the auto-sync deactivated, but you can easily switch it on from the action menu;
- Contacts amount: This is the number of contacts the particular list has in Salesforce;
- Last sync status: If a list or segment was synced at least once, this status will display when it happened;
- Next sync: If you activate the auto-sync for a list or segment, you will be able to see when the next sync occurs;
- Sync report: Once a list or segment is synced, you can access the report by placing your mouse over the (?) tooltip, next to the sync status. The report will show you how many contacts have been imported, updated, or failed to sync;
- Sync now button: You can import your contacts from Salesforce and update them manually by clicking on the Sync now button;
- Menu: Clicking on the arrow icon next to the Sync now button will open the Segment menu with an option to activate the auto-sync, which will update your customers automatically. In the menu, you can also access the segment’s settings, or choose to delete a custom segment.
In the menu bar, above the first list on the page, you have the following options:
- Filters: Filter your segments by categories, such as contacts, leads, or custom segments. Another filter option is by the sync status, which can be finished, pending, failed, started or scheduled;
- Sorting: Sort your lists and segments by type, number of contacts, auto-sync status, and the last sync date;
- Create a new segment button: Create a new custom segment, using properties from Salesforce, and applying additional filters.
In the header of the page you have the following elements:
- Last sync stats: It displays when the last sync happened, in any list or segment;
- Refresh data button: Getting hold of lists and segments information, such as the number of contacts in Salesforce, may take some time to load. That’s why Retently caches some data in your account that is being updated automatically once in a while. But you can force this process by clicking on the Refresh data button and have all the information updated with Salesforce;
- Menu button: By clicking on the arrow icon next to the Refresh data button, you will open the menu, which allows you to access the integration Settings page, and disconnect the integration.
Integration Settings page
Here, you can adjust the integration settings and configure the data exchange between Retently and Salesforce. These settings will apply to all your lists and segments.
- Export NPS data to Salesforce: Choose what NPS data will be automatically imported to Salesforce and applied to your contacts. It can be the NPS score only, or the score and feedback, or you can choose to skip the NPS data import. To be able to receive NPS data in Salesforce you will have to create a couple of custom fields. You can find a tutorial on how to create the fields here: https://help.retently.com/en/articles/1221121-export-survey-data-to-salesforce.
- Overwrite contact data in Salesforce: Choose what customer data shall be overwritten in Salesforce based on data updates in Retently;
- Overwrite contact data in Retently: Choose what customer data shall be overwritten in Retently based on data updates in Salesforce;
- When a customer is deleted in Salesforce: Decide what should Retently do with a customer if deleted in Salesforce;
- When a customer is unsubscribed in Salesforce: Decide what should Retently do with a customer once unsubscribed from Salesforce messages.
List and Segment settings page
You can access the Settings page from the menu next to each segment’s Sync now button on the main integration page.
The segments Settings page consists of three sections:
1. Map data
Your contacts have a list of properties in Salesforce, such as name, email address, country etc. Retently will map some of these properties automatically, whilst others will have to be mapped manually.
If you have a property in Salesforce that is not listed in Retently’s default list, for instance: “Signup date”, you can create a custom property and map it to the existing one in Salesforce.
When creating a custom property, you will be asked to give it a name, and choose its type:
- Date (will be formatted in our app as mm/dd/yyyy)
- Collection (recommended with properties that host multiple values)
Mapping a property means that you select it to be imported to Retently and applied to customers.
Mapping also helps our system understand what is this property, and how should it be named in your account.
You will be using these properties when creating custom Salesforce segments, or when filtering the audience for your NPS campaigns.
2. Filter data
Once you have mapped customer properties and helped Retently understand what they are, you can create additional filters and decide what contacts will match this segment or list that you are currently configuring.
For instance, you can add the following filter:
Subscription status -> is -> Free Trial
Country -> is -> USA
If you don’t create additional filters, then all your contacts from this list or segment will be synced with Retently, together with the mapped properties.
3. Segment settings
On this tab, you can decide how duplicates are handled by Retently. We recommend keeping the Update option, which will make sure that your customer data is synced between Salesforce and Retently.
You can also apply a custom tag to your clients so that, at a later stage, to be able to filter your customers or NPS data.
Another option gives you the possibility to decide if a customer that was previously deleted from Retently should be added during the next segment sync or not.
Create a custom segment
To create a custom segment, you have to click on the + Create new segment button on your main integration page.
A pop-up will ask you to give the segment a name (which you can rename later if needed) and choose whether should the contacts be imported from Contacts or Leads.
Defining the contacts source is important because each segment is created based on the customers and properties from a specific main list. In Salesforce, by default, there are two main lists: Contacts and Leads.
Next, you will be asked to configure the new custom segment, which means to map the properties, create additional filters, and adjust the segment settings. Basically, all the steps that we have covered in the previous chapter, “Lists and segments settings page”.
Syncing a list or segment
You can sync lists and segments, individually, from the main integration page. This can be done automatically, by clicking on the Sync now button, or you can activate the auto-sync option and let Retently sync them automatically, on a regular basis. You can have the auto-sync activated for a specific number of segments, which is proportional to the number of NPS campaigns you can create in your account.
When you try to sync a list for the first time, you will be given two options: to continue the sync with the default properties mapped automatically, or you can choose to map data and select what properties will be imported to Retently (this option is highly recommended).
Match Salesforce audience with NPS campaigns
After you have synced your contacts, you can create an NPS campaign, or access an existing one, and go to the Audience section to choose the customers that will be surveyed in the campaign.
All the data that you have mapped before syncing a list or segment will be available in the properties menu. Next, choose an operator and set a value to establish a filter.
You can also select the “Salesforce segment” property, which will give you the possibility to choose one of the segments you have already synced.
You can find more details about the campaign audience segmentation here https://help.retently.com/campaigns/improved-audience-segmentation.