Description:

Salesforce is a Customer Relationship Management (CRM) platform that is designed to help you sell, service, analyse, and connect with your customers.

Integrating Datahash with Salesforce allows you to import leads, Audience or events data to merge your CRM data with rich behavioural data from other sources gain a more complete view of your customers. Engage your users on any channel based on their status in your sales cycle.

Prerequisites:

• A Salesforce account.
• A defined field in Salesforce CRM to capture Meta Lead ID.

Getting Started:

• Go to https://studio.datahash.com/login
• Enter your credentials to log in.
• Navigate to CRM category under Destinations list in the right section.
• Click on the “Salesforce” connector tile.

Before starting the process, ensure that you have a Salesforce account set up, including a defined field to capture the Meta Lead ID in the CRM module you want to integrate. Once done, follow the steps below to integrate Salesforce with Datahash.

Click on “Sign in with Salesforce” to begin the authentication flow.

Login to Salesforce with the account you want to integrate with and provide the necessary permissions, These are the permissions required to successfully push the data to your CRM.

Select the Meta Lead Ads source type.

• Now select the connection name you want to integrate and provide a name to it. This is the same connection name you have already connected in the Source connector (Meta Lead Ads Source).
• Next, select the salesforce module where you would like to push your leads data.
• Once selected, provide a name to this connection.

Field Mapping: It is a critical step in the process where you need to map your Meta Lead form Fields with the respective Salesforce Schema Fields.

Ensure correct mapping to avoid any issues in the setup. You can map as many fields as required.

• The Meta Lead ID field is the mandatory field which needs to be mapped to successfully complete the setup.
• Please ensure to also map any other mandatory field   that is set-up in your CRM (these mandatory fields are marked with asterisk for better understanding).
• Once done, click on ‘Test connection’.
• Once the connection is verified, click “Finish” to complete the setup..

You can see the connected instance in the dashboard.

Adding New Instances and Editing Existing Instances:

• To add another instance or edit the existing one, click on the Edit icon to open the RACS for the Manage connections.

Adding a new instance:

• Start the same setup as done above by selecting the lead ads source type and other required fields.

Once done, click ‘Next’ to proceed.

• Provide the of the lead form field to the CRM fields mapping ensuring all the required fields are mapped.
• Once done, click on ‘Test connection’ .

• Click Finish to complete the setup.

You can see the newly created instance “Ads connection 2” in the manage existing connection instances table.

Editing an existing connection instance:

• Click on the connection name in the manage existing instances table to open the setup.

• Click on the ‘Edit’ icon available at the top right corner to enable the edit mode.

• Choose the field value/values which you would like to update.
• Once done, click on the ‘Test connection’.
• In case you click on ‘cancel’ during the edit flow, and closes the setup, the previous configuration will keep running as it is. The updates are pushed only when you click on the Finish button.

• Click Finish to complete the setup.