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. 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.

  5. Click Next.

  6. 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.

  7. Click Next.

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

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

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

  11. 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.

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

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

  14. 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.

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