If you want to send engaging smart surveys to your Salesforce contacts, enrich your contact records in real time with high value customer data or even empower your teams with actionable real time insights right from Salesforce, you should connect your Salesforce and Skeepers accounts together.
Find how by following those 4 steps.
💡 To learn more about mapping, feel free to read our article: What is a mapping?
I - Requirements
- In order to configure your mapping, you have to make sure your campaign is correctly set up.
- To design a precise and meaningful mapping, you should start by identifying what you want to map (i.e. what information you want to send to Salesforce).
- In your survey, please identify your Attributes (and create some if you don't have any). You don't have to use Attributes, but most of the time, it allows you to easily exploit the identity of your respondents (and then link it to the correct Contact record in Salesforce).
- As a best practice, we recommend to create an "email" Attributes to find corresponding email fields between your respondents and your Salesforce contacts database.
- Also, add Tags in your questions to identify them easily once you will be creating the Mapping between Skeepers and Salesforce.
II - Salesforce connect
Then you need to connect Salesforce to Skeepers.
Go to Settings in the side menu. Click on Available applications.
Then click on the + Integrate button of Salesforce.
You can now Connect to Salesforce and enter your Salesforce credentials.
III - Mapping
Once you are connected to Salesforce, you can design your Mapping.
Click in the Mappings tab and then on the + Add new mapping button.
You can now set your Salesforce Mapping:
1/ Name it to easily remember it ("Cart Abandonment").
2/ In Distant App object, select the element you will feed inside Salesforce. As an example, select "Contact" to add content in a field inside a Contact.
3/ The Identification field is really important to link a contact between Skeepers and Salesforce. As an example, we choose to identify our customer thanks to his Email (which has to be the same in Skeepers and Salesforce for the mapping to work).
4/ The Operation allows you to choose to either create a new entry on Salesforce (Creation), update an existing entry by writing over an old one (Update), or even create an entry if the data does not exist yet and update if there is already existing data (Create or Update).
5/ You now have to fill the Mapping fields:
- Internal objects are the information to find in Skeepers (in this case, a question associated to a Tag named "Abandonment").
- External fields are the fields which will be modified in Salesforce (in this case, a field called "Abandonment reasons" in your Contact sheet in Salesforce).
- Transformation is used only in very specific cases. It allows you to modify the format of your data (example: change a phone number from +001943XXXXX to 943XXXXX).
Choose your Internal object.
Then your External field.
Do not forget to save your modifications.
IV - Actions
Once your mapping is ready, you need to use it in an action inside your corresponding Campaign to make it work.
On the Actions tab of your Campaign, define your When and If conditions.
What is an action?
Then select Feed an application as the Then action.
Select your mapping.
In our example, our scenario basically says: When a page is submitted and If this Page is called "Abandoning", "Then" Feed my CRM with this specific mapping.
Do not forget to save your modifications.
All you need to do now is to deploy your Campaign and verify that everything works well in Salesforce.
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Take a look at our video tutorial