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.
Navattic uses OAuth to connect with Salesforce.
To get started, visit your Navattic workspace > Playbooks > Integrations > Salesforce > Manage > Connect. Select either Production or Sandbox and click Connect.
You will be prompted to log into your Salesforce account. Navattic will verify that your connection is complete.
Under Configuration, you can choose whether to sync Leads, Contacts, or Accounts (if you have the Accounts featured enabled).
Field mapping allows you to control which pieces of Navattic's data go where. Fields on the left are Navattic data, and fields on the right are destinations within your Salesforce instance.
By default, all Salesforce user profiles will have access to this new layout section. You may edit layout access permissions in Salesforce if needed.
Once your Salesforce integration is fully set up, visit Playbooks in your Workspace to start pushing data into Salesforce. You can use a Template or create your own Playbook.
There are three separate Salesforce Actions that you can set up: Sync contact, Sync lead, Sync account.
A Playbook consists of Audiences and Actions. You can use one of the default Audiences or you can create your own. If you create your own, remember to add new demos to the Audience if you are choosing to filter by specific demos.
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: