How to Integrate Salesforce

Triblio's Salesforce integration makes it easy to create, manage and update target account audiences using your Salesforce data. Integrating Salesforce with Triblio also allows data to be pushed from Salesforce to Triblio. Having Salesforce data in Triblio will make it easier to measure campaign success, see where your ABM strategy is having an impact, and expose where improvements or optimizations are needed.  

The second part of the integration allows Triblio to write information into Salesforce fields. Triblio is able to update account fields with data on firmographics, campaign information, and visitor behavior data.
Both of these features use the Salesforce REST API and are authorized at the same time in a two-step process.

Steps to Fully Integrate Salesforce: 

  1. Authorize Salesforce Access
  2. Map Salesforce Accounts to Triblio
  3. Add Blacklist Accounts (Optional)
  4. Sync Account Records (Optional)
  5. Set-Up Revenue Report
  6. Sync Data from Triblio to Salesforce 
  7. Check Sync Status

Authorize Salesforce Access

Any user with API access can be used to authorize Triblio. If preferred, you can create a new user just for the authorization process. You can also limit this new user to only access certain fields within Salesforce if you only want the integration to read or write to specific fields. For complete functionality, ensure the utilized Salesforce login can read Account, Opportunity, Campaign, Contact, and Lead objects, as well as write to Account and Lead objects. 

  1. Log-in to Salesforce
  2. Log in to Triblio and click "Setup" at the bottom of the left-hand menu. You will be taken to a new tab.
  3. Click 'Salesforce' from the left-hand menu to open the 'Salesforce Integration Management' section.
  4. Click on 'CRM Integration'
  5. To authorize a sandbox Salesforce prior to authorizing production: 
    1. Click on 'Advanced' - grey box in section '1. Salesforce Integration' under 'Basic Setup'
    2. Check the box next to 'Sandbox Organization' and fill in the Custom Salesforce Domain and Custom Sync Batch Size
  6. Click on ‘Authorize Triblio.’ You will be redirected to Salesforce to sign in.
  7. After signing in to Salesforce, click ‘Allow.’
  8. In basic set-up, under '1. Salesforce Integration' it should now say 'Triblio Successfully Authorized!' 
  9. To confirm that the integration is set-up correctly, build an 'All Salesforce Audience' and ensure that you are able to choose account conditions based on your Salesforce fields.

Map Salesforce Accounts to Triblio

Now that Salesforce is authorized, you need to determine a field to map Triblio Accounts to Salesforce Accounts. In order for Triblio to read account data for targeting, it needs to read the domain. Configure where the domain field is in your Salesforce.

  1. Within the 'Basic Setup' section of the 'Salesforce Integration Management', scroll down to two '2. Salesforce to Triblio AccountIds Sync'
  2. Click the green 'Add Matched Field' button
  3. A drop down field will appear called 'Field to Match on Account for Domain'
  4. A list of your account fields will be populated in the drop-down. Choose the account field that holds the website of the account. the standard field is 'Website' (If your account fields do not load into the drop down, please contact your CSM).

Add Blacklist Accounts (Optional)

If you have accounts (i.e. agencies, partners, your parent or child company) whose domain may be listed across multiple account records, you can choose to exclude those domains from any mappings.  Doing this will disable any detected activity from the blacklisted accounts from appearing in Salesforce.

  1. From within the 'Salesforce Integration Management' dashboard, scroll down to '2. Salesforce to Triblio Sync' and click the grey 'Edit Blacklisted Accounts' button
  2. An 'Account Ids Blacklist' window will pop up. Enter the domains you would like to blacklist during the Salesforce account record sync
  3. After entering a domain click 'Add'
    • Each domain will need to be added separately
  4. After you have entered all domains you would like to blacklist, click don

Sync Account Records (Optional)

Triblio will automatically sync with your account records overnight; however you are able to manually kick-start the process. This will use Salesforce API calls to sync the records.

  1. From within the 'Salesforce Integration Management' dashboard, scroll down to '2. Salesforce to Triblio Sync' and click the orange 'Sync Account Records'

Setup Revenue Report

To allow Triblio to measure the impact on your open opportunities, you first need to configure your Salesforce revenue report. The revenue report maps opportunity fields from Salesforce into Triblio.

To configure the Revenue Report:

  1. From within the 'Salesforce Integration Management' dashboard, click the green 'Revenue Report' button under 'Basic Setup'
  2. Click the green 'configure' button that pops up underneath. This will pop-up the 'Revenue Reporting Setup' dashboard. 
  3. Choose your Salesforce fields from the drop downs that match the categories 
    1. Deal Won: choose the field that holds the opportunity stage 
      1. Is Equal To: choose the stage that means 'Closed-Won'
    2. Deal Revenue Field: choose the field with the money amount of the opportunity (typically 'amount')
    3. Deal Closed Date: choose the field that contains the date the opportunity was closed-won

At this point, the revenue influence report only supports one Salesforce pipeline.  

For the report to work, there needs to be live web or ads campaigns and Salesforce needs to be authorized.


Sync Data from Triblio to Salesforce: 

One of Triblio's most popular integrations is the platform's ability to sync account-level data to your associated Salesforce account records.  This information is great at providing an overview of the account's history and can also be applied to reports in Salesforce for an overall view.  Note: You need to ensure the API user that Triblio connects through has read/write access to any fields you wish to sync.

How to Set Up Triblio to Salesforce Field Syncs: 

  1. Review the recommended and available fields below and choose which fields match the data you would like to pull from Triblio into Salesforce.
  2. Create your chosen fields in your Salesforce. Be sure to build the correct field type by referencing 'SFDC Field Type' listed in the second to last column of the list below. 
    • To make the fields easy to find when setting up mappings, name the fields with Triblio at the beginning such as 'Triblio Smart Score.'
    • Ensure there are no validation requirements on the fields or the API user won't be able to save them properly.
  3. Once the fields are created in Salesforce, log-in to Triblio and navigate to the Salesforce Integration Management dashboard in set-up.
  4. Scroll down to 'Advanced Set-Up' and click on the orange 'Syncs' button.
  5. Once you click 'Syncs' a button to 'Add Salesforce Sync' will appear to the right. Click the button and a modal will pop up. 
  6. Choose the 'Sync Type' from the drop down list. 
    • There are ten different sync types. Triblio Account Field Value is the most common. 
    • In the list of available fields below you will find the sync type in the last column.  
  7. Once you've chosen the 'Sync Type' click 'Add Sync Field' 
  8. Choose the 'Triblio Account Field To Sync From' from the drop down menu and then choose the matching field in your Salesforce instance. 
    1. Ex. '# of Pages Visited - Last 30 Days' will sync to 'Triblio # of Pages Visited - Last 30 Days'
  9. Click Save.
  10. To sync the data right away, click 'Sync Now' next to each field type. You can also wait until you have added all of your desired sync fields and click 'Sync All' at the top of the list'. These syncs will now run automatically every 24 hours.

Recommended Fields: Marketing Dashboard

  • Triblio Smart Score
  • Intent - # Surging Topics (A synced value from Triblio representing the # of Surging topics according to Bombora)
  • Triblio Ad Impressions (Last 180 Days)
  • # of Visitors (Last 90 Days)
  • Optional: # of Employees (if you want to filter for only Enterprise accounts or similar)

All Available Fields

Each of these fields will contain data rolled up to the account level.



Field Name


Field Data Overview
SFDC
Field Type
Triblio Sync Type
Account Score Account score quantifies account engagement with your website using a traditional scoring model (x points for y actions).  It incorporates website activity as well as Salesforce activities and statuses. Can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
# Visitors Total number of unique devices from this account that have visited your site. Metrics can be synced for the last 7, 30, or 90 days. There is a "with read" variant of this sync type that only counts visitors who had a page view lasting 30+ seconds. Number Triblio Account Field Value
# Known Visitors The total number of known visitors from an account. Known visitors are website visitors that we can identify down to an email address based on cookies from your marketing automation. Can be synced for the last 7, 30, or 90 days. There is a "with read" variant of this sync type that only counts known visitors who had a page view lasting 30+ seconds. Number Triblio Account Field Value
# Unknown Visitors The total number of unique devices from an account that have visited your site, excluding any known visitors (a visitor with an associated email address, derived from your marketing automation tool). Can be synced for the last 7, 30, or 90 days. There is a "with read" variant of this sync type that only counts unknown visitors who had a page view lasting 30+ seconds. Number Triblio Account Field Value
# Pages Visited The total number of page views by all visitors from the account. This will include activity from all pages where your Triblio scripts are deployed. Can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
# Ad Impressions # of Triblio ad impressions associated to the account during the specified date range. Can be synced for the last 90 or 180 days. Number Triblio Account Field Value
# LinkedIn Ad 
Impressions

# of LinkedIn ad impressions associated to the account during the specified date range. Note: Triblio only ingests LinkedIn Clicks and Impressions from LinkedIn campaigns that are linked to a LinkedIn matched audience campaign/orchestration element in Triblio. Number


Triblio Account Field Value
# Ad Clicks # of Triblio ad clicks associated to the account during the specified date range. Metrics can be synced for the last 90 or 180 days.

Number Triblio Account Field Value
# LinkedIn Ad
Clicks

# of LinkedIn ad clicks associated to the account during the specified date range. Metrics can be synced for the last 90 or 180 days. Note: Triblio only ingests LinkedIn Clicks and Impressions from LinkedIn campaigns that are linked to a LinkedIn matched audience campaign/orchestration element in Triblio.

Number Triblio Account
Field Value
Ad Engagements Ad clicks that resulted in a subsequent page view on your site within 10 minutes of the initial click. Metrics can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
Reach Score
The quality of the reach you are getting with ads at a given account. The score ranges from 0-10, with 0 meaning no reach and 10 meaning excellent reach. This metric includes the size of the account, the number of unique visitors we are getting ads in front of, and the frequency in which we are getting ads in front of them. Can be synced for the last 7, 30, and 90 days. Number
Triblio Account Field Value
Web Personalization
Engagement

The # of unique website visitors with a personalization click over the indicated date range. Can be synced for the last 7, 30, or 90 days. Number Triblio Account
Field Value
Is MQA This field indicates whether or not the account has reached the MQA status in Triblio (MQA is a user-configurable Account Score threshold) Checkbox Is MQA
MQA Date The date the account became an MQA Date MQA Date
First Activity Date The first date we tracked the account visiting your website. Date First Activity Date
Most Recent Visit Date The most recent date we tracked the account visiting your website. Date
Most Recent Visit Date
Surge Topic Score The surge score for a given topic over the last week. Note: Make sure to name the field with the topic name in it.  This field requires Bombora Data. Number
Bombora Intent Data Value
Average Surge Cluster Score The average surge score for a given cluster of topics over the last week. Note: Make sure the field name in Salesforce communicates the content of the synced intent topic cluster.  Requires Bombora Data, Neon Intent Data or G2 Intent Data.  Number
Bombora, Neon, or G2 Intent Data Value
Max Surge Score The highest surge score across all the currently surging selected topics over the last week. It can include all topics or a subset of your topics.  Requires Bombora Data, Neon Intent Data or G2 Intent Data. Number
Bombora, Neon, or G2 Intent Data Value
# Surging Topics The total number of surging topics over the last week. It can include all topics or a subset of your topics.  Requires Bombora Data, Neon Intent Data or G2 Intent Data.
Number
Bombora, Neon, or G2 Intent Data Value
Triblio Smart Score The account's current Smart Score. Smart Score quantifies an account's engagement trend compared to their historical engagement baseline on a scale of 50-100 (50 being baseline, 100 being a massive spike of intent vs. historical baseline) Number
Triblio Account
Field Value
Most Recent Read Date The most recent date we tracked a page read (page view lasting 30+ seconds) on your site from the account. Date
Most Recent Read Date
Text Value Allows you to sync any text value you'd like to a field on the account record in Salesforce. This can be limited to accounts in a select audience by using the "Only Sync on Account Audience Match" toggle.
Text
Text Value
Assorted firmographic values Account name, domain, country, city, region, street, postal code, phone number, revenue, revenue code, employees, employee code, industry, sub-industry, NAIC name, SIC code, SIC name Text
Triblio Account
Field Value

Check Sync Status

From within Triblio, you are able to see the sync status of every account you sync to Triblio using the 'Salesforce Sync Status' dashboard. This is handy if you ever need to see which accounts were synced most recently, what data was written to those accounts, and if the bulk updates encountered any errors.
 To check the status of your most recent Salesforce sync, click 'Salesforce Sync Status' from the left hand menu within set-up. This will open the 'Triblio Sync to Salesforce Detail' dashboard where you will be able to see the status of every account that synced.
    • The top will summarize the latest sync and the account list below will show every account Triblio attempted to sync.
    • Any account that has an issue will have a red "error" box in the status column. Click 'View Sync Data' to discover what is causing the account not to sync.
    • Download the full sync report by clicking the 'Download Sync Verification CSV' button to the top right of the account list.
    • The 'Synced At' dropdown in the top right will show the date and time of the most recent syncs 
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