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 Getting started page’s Create an Ortto account 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. Assuming you have clicked through B2B  Salesforce (from the About your business page), on the Connect to Salesforce page, click Next.

  2. 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.

  3. 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.

  4. At this point, you can set the email and SMS permissions for Salesforce contacts synced to Ortto. This ensures that any new contacts added to your CDP are given the correct permissions as set in Salesforce (otherwise, new contacts added to your CDP are automatically subscribed to email by default).

    sf contact permission
  5. 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.

    Where Ortto cannot automatically link identifiers to a custom object, you can configure this using Set identifiers. This feature enables you to determine how objects are linked to contact fields or other objects. This helps to establish a connection between an object such as Organization, which has no contacts, with contacts in your CDP via a Unique identifier, or a Relationship to a parent object (which has contact fields). It also allows you to choose to sync an Organization object as an organization or a contact.

    sf identifiers
  6. Click Next.

  7. 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.

  8. Click Next.

  9. When the Salesforce …​ Congratulations page appears (which does so if the connection was successful), click Next.

  10. On the Business address page, specify the physical address of your business, and click Next.

  11. On the Email setup page, ensure your email details are correct, and click Next.

  12. On the Brand setup page, use the various options provided to customize the appearance of email messages Ortto sends. A preview of a sample email message is provided on the right as you alter options on the left.

  13. Once you have set up your branding, click Next.

  14. On the Links and social setup page, use the options provided to add any social media links to your email messages, and click Next.

  15. On the Select a plan page, choose between the Free or premium feature plan trial, and click Next.

That’s it! Your Ortto account is now connected to and integrated with your Salesforce service.
Click Launch Ortto to access the main product interface.

Manage Salesforce authorization

The connection between Salesforce and Ortto is enabled by OAuth authorization and uses a refresh token. Once your Salesforce integration is complete, we recommend that you set the Refresh Token Policy in your Salesforce account to Refresh token is valid until revoked to avoid your Salesforce account disconnecting from Ortto should the token expire.

To edit your Salesforce Refresh Token Policy:

  1. In your Salesforce account, navigate to Setup  Apps  Connected Apps  Connected Apps OAuth Usage.

  2. If you have not already done so, click Install next to Ortto, to be able to manage the app policies.

  3. Click on Manage App Policies under Connected apps OAuth usage or Manage Connected Apps under Setup  Apps  Connected Apps.

  4. Click on Ortto, then click Edit Policies.

  5. Under OAuth Policies:

    1. At IP Relaxation, select Relax IP restrictions.

    2. At Refresh Token Policy, select the radio button for Refresh token is valid until revoked.

  6. Click Save.

What does the data source add to my account?

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