SFDC Field Updates

Triblio is able 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.

When creating these fields, make sure that validation requirements are not on the fields or the API user won't be able to save them.

Recommended fields

  • Account Score (Last 7 Days)
  • Account Score (Last 30 Days) 
  • First Activity Date
  • Last Activity Date
  • Is MQA
  • MQA Date

All available fields

Field Name Field Data Overview Field Type
Account Score Account score is a representation of how engaged the account is.  It calculates web and sales activities. Metrics can be synced for the last 7, 30, or 90 days. Number
# Visitors Visitors is how many people total have visited your site or seen an ad impression. Metrics can be synced for the last 7, 30, or 90 days. Number
# Known Visitors Known visitors is how many people, that are known in your system, have visited your site. Metrics can be synced for the last 7, 30, or 90 days. Number
# Unknown Visitors Unknown Visitors is how many people total have visited your site or seen an ad impression without being identified in your system. Metrics can be synced for the last 7, 30, or 90 days. Number
# Pages Visited This field shows the number of pages a visitor has seen of your website.
This will count all pages your Triblio scripts are included on. Metrics can be synced for the last 7, 30, or 90 days.
Number
# Ad Impressions The total number of ad impressions the visitor has seen in the specified date range. Metrics can be synced for the last 90 or 180 days. Number
# Ad Clicks The total number of ad clicks the visitor has seen in the specified date range. Metrics can be synced for the last 90 or 180 days. Number
Is MQA If the account has reached qualified levels, they will be marked as an MQA Checkbox
MQA Date The date the account became an MQA Date
First Activity Date The date an account was first detected engaging with your content.  This could be a web visitor or they've seen a display ad impression. Date
Last Activity Date The date an account was last detected engaging with your content.  This could be a web visitor or they've seen a display ad impression. Date
Intent Surge This will write to Salesforce is the account is surging or not.  This could be setup as one field and indicate if there is any surge occurring or up to as many fields specific to the surge topic (i.e. 12 fields each related to the individual topic) String (Text)