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N.Rich Salesforce CRM integration is used for the following purposes:
Pulling opportunity data from Salesforce to N.Rich. This data is used for measuring opportunity attribution (opportunity analytics), creating segments based on opportunity data and for generating Ideal Customer Profiles (ICP)
Pushing ABM engagement data and Intent data to Salesforce account object. This data becomes available as account properties and can be used for example for account prioritisation, reporting, or sales outreach personalisation.
Setting up
Salesforce integration can be done by simply clicking on INTEGRATE button on N.Rich setup (Setup / CRM / Salesforce CRM) and authenticating with a Salesforce API user.
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Here are the steps that you need to ensure when creating the user:
For security reasons, instead of using shared credentials and a shared user, it is recommended to create a dedicated user for N.Rich
The Salesforce user must have read and write access to SFDC API including Accounts, Contacts, Opportunities objects as well as any objects used for identifying product-association of opportunities.
You need to add the following N.Rich IP addresses as trusted from SFDC (see https://help.salesforce.com/articleView?id=security_networkaccess.htm&type=5):
178.62.231.47
176.31.229.103
Account properties
Intent reports
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Type | Field name | Field label | Description |
Date | nrich_LastEngagementDate | Last ABM engagement date | Last date with one or more ABM Engagements: video views, article readers or clicks |
Date | nrich_LastClickDate | Last ABM click date | Last N.Rich click (and visit) date. Clicks are recorded using N.Rich tag on the website, so every click also means a visit. |
Date | nrich_LastWebsiteVisitDate | Last website visit date | Last website visit date (any website visit, not just ABM) |
Number | nrich_EngagedContacts | Contacts with ABM engagement | Number of ABM engaged unique cookies from the account. Aggregated to the time frame user has selected |
Number | nrich_AllTimeEngagedContacts | All time engaged cookies disregarding the selected time range | Number of ABM engaged unique cookies from the account. Aggregated to for all time. |
Number | nrich_ClickedContacts | Contacts with ABM clicks | Number of clicked unique cookies from the account. Aggregated to the time frame user has selected |
Number | nrich_VisitedContacts | Contacts with website visits | Number of visited unique cookies from the account from any channel. Aggregated to the time frame user has selected |
Number | nrich_TotalClicks | Total clicks | Total ABM clicks. Aggregated to the time frame user has selected. |
Number | nrich_TotalVideoViews | Total video views | Total ABM video views. Aggregated to the time frame user has selected. |
Number | nrich_TotalArticleReaders | Total article readers | Total ABM article readers. Aggregated to the time frame user has selected. |
Number | nrich_TotalEngagements | Total ABM engagement | Total ABM engagements. Aggregated to the time frame user has selected. |
Number | nrich_AllTimeTotalEngagements | All time ABM engagement | Number of total ABM engagements. Aggregated for all time. |
Number | nrich_TotalWebsiteVisits | Total website visits | Total website visits from any source. Aggregated to the time frame user has selected. |
Text Area (Long) | nrich_TopWebsiteEngagements | Top 5 website engagements | Multiline text property with top-5 urls based on the number of page views. |
Text Area (Long) | nrich_TopAdEngagements | Top 5 ad engagements | Multiline text property with top-5 ads based on number of engagements |
Text Area (Long) | nrich_TopCampaignEngagements | Top 5 campaign engagements | Multiline text property with top-5 campaigns based on the number of engagements. |
ICP velocity metrics
Type | Field name | Field label | Description |
Text | nrich_IcpSalesVelocityClass | ICP sales velocity | Sales velocity has 3 possible values: |
Number | nrich_IcpSalesVelocityScore | ICP sales velocity score | A number in range of 0-100 that represents sales velocity score. |
Setting up the account properties
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