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Import Salesforce data into Audience.

Learn how to bring Salesforce contacts and social profiles together.

 

If you are using Salesforce, you can import your contact data to Falcon.io and close the gap between CRM and social profiles. Our integration will allow you to merge your Salesforce contacts with social profiles stored in Audience and access relevant customer data right from within our platform.

 

BENEFITS

Integrating your Salesforce CRM with Falcon.io will add a number of key benefits to your daily workflow. In order for you to get a better understanding of what the integration offers, here is a list of the main benefits:

1. Import your Salesforce contacts and related key data fields, such as full name and address, into Audience
2. Create distinct Audiences based on those profiles for future targeting
3. Easily merge social and Salesforce profiles in Engage for improved 1-on-1 customer support
4. Open a contact’s Salesforce profile straight from Audience to access additional data like message and transaction history

If you are interested in using the integration, please reach out to your account manager at Falcon.io or submit a ticket at the bottom of this page. 

Below you will find a detailed step-by-step guide for setting up the integration on your side. Please use it as a point of reference when talking to the Salesforce manager in your organization. 

 

HOW TO SETUP THE IMPORT

The sync will work one-way, from Salesforce to Falcon.io. That means that the access which Falcon.io requires is read-only, so your data in Salesforce remains untouched. Further, during the import process you will have full control over the data fields being imported. 
The process of importing Salesforce contacts to Falcon.io consists of four steps overall.

1. In Salesforce: Create a user profile for Falcon.io
2. In Salesforce: Assign the Falcon.io profile to a Salesforce user account
3. In Falcon.io: Connect to Salesforce from the admin panel
4. In Falcon.io: Start the data sync and map data fields
 

STEP 1: CREATE A USER PROFILE FOR FALCON.IO IN SALESFORCE

The following steps have to be performed by the Salesforce administrator in your organization. Your admin has to set certain permissions in Salesforce to allow Falcon access to your data.

Again, Falcon requests read only access, so we won’t make any changes to your Salesforce data.

Please note: This guide assumes you are using Salesforce’s Lightning interface.

 
 Create new profile

1. As a Salesforce admin, go to Setup / User / Profiles
2. Click on New profile

3. Select “Read only”, name the profile “Falcon.io” and click Save

 

Set Profile Permissions

Click “Edit” on the profile page that follows and check the permissions below.

 

Administrative Permissions

Make sure the following box is checked: ‘API Enabled’

Recommended setting: ‘Password never expires’
By checking this setting, you avoid having to reset your password after 90 days and to reestablish the connection to Falcon.io. It will ensure that the data sync will continue running smoothly in the background at all times.

 

Standard Object Permissions

Please enable “Read” and “View all” access for Contacts.

These two are the minimum required permissions. If you prefer to revoke the not required ones that were already pre-checked, feel free to do so.

When finished, click “Save” at the bottom of the page.

 

STEP 2: ASSIGN THE FALCON.IO PROFILE TO A SALESFORCE USER ACCOUNT

In addition to the Falcon.io profile, a Salesforce user account is needed to establish the connection.

  • If you already have a Salesforce account, your admin needs to assign the Falcon.io profile to that account.

  • If you don’t have a Salesforce account, the Salesforce admin in your organization needs to set one up for you.

In both cases, the Salesforce user account needs to have the newly created Falcon.io profile assigned to it. Alternatively, an already existing profile with the same permissions covered above.

In order to assign the Falcon.io to a Salesforce account, go to the respective account settings and select the Falcon.io profile. Then click Save.

 

STEP 3: ESTABLISH CONNECTION FROM FALCON.IO TO SALESFORCE

After the Falcon.io profile and user account have been succesfully set up in Salesforce, login to Falcon.io.

Click on your profile picture in the top right corner and click on ‘Organisation’. In the menu on the left hand side, click ‘Integrations’ and finally on the blue Salesforce ‘Connect’ button.

These three steps will follow:

1. Click ‘Log in to Salesforce’ in the pop up

2. Enter your Salesforce account credentials

3. Allow Access to the listed permissions

After allowing access, you will be redirected to the integrations page, where the status should now be updated to ‘Connected’. The connection is now successfully established!

 

STEP 4: START THE DATA IMPORT AND MAP DATA FIELDS IN FALCON.IO

The connection to Salesforce is established, however no contacts have been imported, yet. To start the contact sync, go to ‘Audience’ > ‘Admin’ and click on ‘Start Salesforce Sync’

In the next step, map the Audience data fields to the Salesforce ones.

Audience data fields are on the left, Salesforce ones can be selected from the dropdown menus on the right.

You can reset any selection by clicking on the ‘X’ on the right side and then choose again.

Finally, you have to indicate whether you have the permission to merge your CRM data with social profiles. If you indicate ‘No’, the contacts will be imported, but you will not be able to merge them with other (social) profiles. You can read more about that in this Help Center article.

When done, click ‘Connect’ at the bottom.

After having clicked Connect, the syncing process is initiated. Now, please go to the Audiences tab, where you should see a new entry named ‘Salesforce connection’.

At first, the count will be 0. That is because the import process takes a while, depending on the number of your Salesforce contacts. The count will increase over time, so simply come back or refresh after a few minutes to check again.

Done! You have now imported your Salesforce contacts to Audience and can start merging profiles. When mapped fields get updated or new contacts are added to Salesforce, this will be reflected in Audience.