Integrating with Salesforce

Salesforce is a customer relationship management (CRM) service that also provides customer serviced-based enterprise applications.

You can leverage Ortto’s powerful campaign, reporting, and dashboard features on your customer data from Salesforce.
To do this, proceed through each of the following procedures to integrate Ortto with your Salesforce service as a data source.

Salesforce prerequisites

This integration process assumes you have an operating Salesforce service, and a Salesforce user account with System Administrator profile access to this service.

Connect from Ortto

If you initially followed the Configuring a new data source procedure, use this procedure to complete the integration between Ortto and your Salesforce service from the Ortto interface, by establishing the connection between the products.

  1. Ensure you have clicked through Popular / CRM  Salesforce  Get started (from the New data source page), to access the Connect to Salesforce page.

  2. If you want to alter the way Ortto allows Salesforce to update/modify people’s data values in your Ortto account’s customer data platform (CDP), click Advanced options to expand this section of options.

    By default, Ortto allows Salesforce to modify all relevant data values of people in your Ortto account’s CDP, based on the equivalent data values of these people in your Salesforce service. This is the default behavior if you were to integrate Ortto with Salesforce when initially creating a new Ortto account.

    A given person may be registered in multiple data sources, where a specific data value associated with this person (e.g. their phone number), might be different in each data source. When an Ortto account is integrated with these multiple data sources, each of which is allowed to modify data values in the CDP, then this person’s data value (e.g. phone number) could be modified in the Ortto account’s CDP, based on recent activities performed by the person through each of these different data sources.

    Hence, data values for people in an Ortto account’s CDP can constantly change.

    When a relevant activity in Salesforce is conducted by this person, Salesforce can update their data values (e.g. phone number) to the one/s configured in their Salesforce profile.

    1. To alter which data values of people in your Ortto CDP that Salesforce can modify:

      • Clear or (re-)select the appropriate checkboxes in Modify system CDP fields (default).

      • To prevent Salesforce from modifying any data values in your Ortto CDP, choose the Don’t modify system CDP fields option.

    2. If you are connecting to a Salesforce sandbox (i.e. a Salesforce staging environment), select the Salesforce sandbox checkbox. In most cases, you can leave this checkbox cleared on the assumption that you are connecting to a Salesforce production environment.

  3. Click Connect.

  4. On the Salesforce Allow Access page, click Allow to allow Ortto to connect to your Salesforce service through the currently logged in Salesforce user account.

    If you are not yet logged in to Salesforce, specify your relevant Username or email address and Password credentials and click Log In. You will then be prompted to click Allow.

  5. Back in Ortto on the Sync custom fields page, choose which Salesforce objects and their fields will be synchronized across to your Ortto account’s customer data platform (CDP), bearing in mind that each object supports a maximum of 50 fields that can be synchronized with Ortto. You can expand any objects on this page to then clear and select any other fields to be synchronized with Ortto.

    A number of Default objects whose data is important to Ortto are automatically selected for synchronization with your Ortto’s CDP. The data in these objects consists of a combination of built-in and custom fields, which are created after the Salesforce integration process is completed.

    Any additional objects detected in your Salesforce service are presented in the Custom objects section.

    These objects relate to any connected accounts or contacts in your Salesforce service.

  6. If there are any additional objects and their field data you want to select to be synchronized in your Ortto account’s CDP, select these from the Custom objects section.

  7. Click Next.

  8. On the Select records page, choose between syncing all your chosen object data in the previous step across to Ortto (by leaving Sync all selected), or click Selectively sync to specify conditions on Salesforce object data related to people or organizations in your Ortto’s CDP that will be synced.

  9. On the Merge page, select the appropriate strategy by which people’s and organizations' data are merged from Salesforce into your Ortto’s CDP. The Import and merge new records only, Import and overwrite any records that exist, and Import new records only are equivalent to the respective Append only, Overwrite existing, and Ignore merge strategies for people and organizations, described in the API reference documentation.

  10. Click Sync.

  11. Once the Syncing your data page appears, click Done.

Your Ortto account is now connected to and integrated with your Salesforce service.

This integration with Salesforce adds the following Salesforce-specific default configurations to your Ortto account:

In Ortto, the following aspects of your CDP are associated with the following Salesforce object data:

CDP aspect Salesforce object data

People

Campaign, Contact, Lead, Opportunity, Task

Organizations

Account