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Salesforce integration
Check that you are Identifying visitors before setting up the Salesforce integration.
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Salesforce

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Setting up Salesforce

The Salesforce integration allows you to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts. Follow these steps or the demo below to set up the Salesforce integration with Navattic:
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Salesforce Setup
1

Connect Salesforce

Navigate to Integrations in Settings and select Salesforce. Click on Connect and follow the instructions to authorize your Salesforce account.Salesforce IntegrationOnce you’ve connected your Salesforce account, a Playbook will be automatically created to send engagement data from demos to your Salesforce Opportunity, Leads, Contact, and Accounts.You can click view to manage the Playbook or refine the Audience filters.Salesforce Integration Connected
2

Set Up Field Mapping

Field mappings allow you to control which pieces of Navattic’s data go where. To set up field mapping, go to the Settings tab of your Salesforce 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 Salesfoce instance.Navattic provides 20+ Visitor and Account level fields to map. To map fields, you need to first create the recipient field on the Salesforce objects you’re mapping to. We recommend starting with these 3 text fields for Contact, Leads, and Account objects.
NameDescriptionType
Last Viewed Flow NameHuman-readable name of the last flow viewedText
Last Viewed Project NameHuman-readable name of the last demo viewedText
Last Viewed Step IndexNumerical position of the last step viewed (e.g., “3” for third step)Text
3

Create a Playbook

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 six separate Salesforce Actions that you can set up: Sync lead, Sunc contact, Submit session object, and Send notification to opportunity owner (at the Visitor and/or Account level), and 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.
4

Run a Test

Once the Playbook is set up, run a quick test to ensure this test data populates in Salesforce. To run a test, click the three dots next to the Save button > Test run.
5

Edit your Salesforce Object page

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Salesforce Object
Navigate to your Salesforce object page that you’d like to edit (Opportunity, Lead, Contact, or Account). Select Edit Page under the Setup Menu.
Salesforce Opportunity page
Search for Dynamic Related List - Single in the Components search field.
Salesforce component list
Search for Navattic Session in the Related List field. Make sure that the Parent Record is set to the default Use This Opportunity (or the relevant Salesforce object).
Salesforce Navattic Session
Update the Related List Fields to show the following fields:
  • Email
  • Demos
  • Duration (minutes)
  • Full Name
  • Flows
  • Steps Viewed
  • Very Interested Areas
  • Somewhat Interested Areas
  • Not Interested Areas
  • Session ID
Salesforce Navattic Fields
Save the Page Builder and exit to the page layout.Once a visitor views the interactive demo share link and completes their session, this will be logged in Salesforce.
Salesforce Opportunity Navattic Data

Salesforce Opportunity Navattic Session Data
Congratulations — You’ve finished setting up Salesforce with Navattic.