TUX: How to Integrate Salesforce

1. Authorize Salesforce Access
2. Map Salesforce Accounts to Foundry
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 Foundry. 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.
3. Click 'Salesforce' from the left-hand menu to open the 'Salesforce Integration Management' section.
4. Click on 'CRM Integration'

1. 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
2. Click on ‘Authorize Foundry.’ You will be redirected to Salesforce to sign in.
3. After signing in to Salesforce, click ‘Allow.’
4. In basic set-up, under '1. Salesforce Integration' it should now say 'Foundry Successfully Authorized!' 
5. 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 Foundry Accounts to Salesforce Accounts. In order for Foundry 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 Foundry AccountIds Sync'
2. Click the blue '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).

5. 

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 Foundry 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)

Foundry 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 Foundry Sync' and click the blue 'Sync Account Records'

Setup Revenue Report

To allow Foundry 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 Foundry.

To configure the Revenue Report:

1. From within the 'Salesforce Integration Management' dashboard, click the 'Revenue Report' tab under 'Basic Setup'
2. Click the blue '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')
      1. 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 Foundry'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 Foundry connects through has read/write access to any fields you wish to sync.

How to Set Up Foundry 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 Foundry 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 Foundry at the beginning such as 'Foundry 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 Foundry and navigate to the Salesforce Integration Management dashboard in set-up.
4. Scroll down to 'Advanced Set-Up' and click on the gray tab 'Sync' button.
5. Once you click 'Sync' then click the blue 'Add Sync' button and a modal will pop up. 
6. Choose the 'Sync Type' from the drop down list. 
   • There are ten different sync types. Foundry 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 'Foundry 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 'Foundry # of Pages Visited - Last 30 Days'
9. Click Save.
10. To sync the data right away, click 'Sync All' 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

• Foundry Smart Score
• Intent - # Surging Topics (A synced value from Foundry representing the # of Surging topics according to Bombora)
• Foundry 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.