Salesforce
Your Navattic demo must use one of these Visitor or Account identification methods to use this integration.
Salesforce integration is used to update existing Contacts/Leads or to create new Contacts/Leads with Navattic user and event data These fields can be used within Salesforce to build custom layouts, dashboards, and reports.
Use this to answer questions like:
- What role did the interactive demo play in a prospect’s conversion journey?
- How many Contacts or Leads were created from a particular Navattic Flow?
- What was the last Navattic Flow a Contact or Lead engaged with?
Use this interactive demo or the written steps below to set up your integration.
First, find your Salesforce Domain using these steps.
Back in app.navattic.com, go to Integrations > Salesforce. Toggle ON the integration and click Authorize Navattic via Salesforce.
You will be prompted to add your domain (ignore the domain suffix, .my.salesforce.com). Click Save.
Now, choose to sync with either Leads or Contacts. Then, select one or both of the following options:
Create new Salesforce Leads from Navattic customers: This will create new Leads or Contacts using demo event data, even if the Lead already exists in your Salesforce account
Update existing Salesforce Leads from Navattic customers: This will update any existing Salesforce Leads or Contacts using demo event data. To avoid creating duplicates in Salesforce, we recommend selecting both "Create" and "Update".
Field mapping allows you to control which pieces of Navattic's data go where. To set up field mapping, go to the "Configuration" tab of your integration. Open the "Field Mapping" dropdown, and start mapping fields.
Fields on the left are Navattic data, and fields on the right are destinations within your Salesforce instance.
If you'd like to create our default properties in your Salesforce intance, simply use our "Quick Setup" guide. Navattic will create the requested default contact properties in your Salesforce instance, which can then be used in the field map.
By default, all Salesforce user profiles will have access to this new layout section. You may edit layout access permissions in Salesforce if needed.
Created Field | Description | Example |
Last Viewed Flow ID | Navattic-specific ID for the last viewed flow | ckzoa8alm108086hfuywxykpilm |
Last Viewed Flow Title | Name of the last-viewed flow | Get Started Flow |
Last Viewed Flow Step Title | Title of most recently viewed Navattic step | Dashboard overview |
Last Viewed Flow Step Number | Number of the most recently viewed step | 3 |
Last Viewed Project ID | Navattic-specific ID for the last viewed project | ckzoa8vej108582hfuywfds95i0 |
Last Viewed Project Title | Name of the project | Website Product Tour |
Session ID | Navattic-specific identifier for the user's session | cl0b5wy6o00003f61kzfy06ys |
Lastly, select the Projects you'd like to send data for; you must connect Projects in order to see data appear in Salesforce.
To connect Projects, go to the "Projects" tab within the Salesforce integration menu. Use the checkbox to the right of each Project to activate or deactivate the integration for each Project.
Now you can also create Salesforce Reports to see which Contacts and Accounts engaged with Navattic demos and the Opportunities that have been influenced by demos.
Visit Salesforce Docs for comprehensive guidance on setting up dashboards and reports or view a quick tutorial for our recommended dashboard here: