Purpose
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.
...
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
...
Type
...
Field name
...
Field label
...
Description
...
Text
...
nrich_IntentReportName
...
Intent report name
...
Intent report name
...
Number
...
nrich_CompositeIntentScore
...
Composite intent score
...
Composite account intent score (weighted third party and first party intent data based on intent report settings)
...
Number
...
nrich_FirstPartyIntentScore
First party account intent score
...
Raw first party intent score from the selected intent report
...
Number
...
nrich_ThirdPartyIntentScore
...
Third party intent score
...
Raw third party intent score from the selected intent report
...
Number
...
nrich_HighIntentTopicsNum
...
High intent topics
...
Number of topics with > 60 as the intent score
...
string
...
nrich_IntentTopicsList
...
All intent topics
...
Multiline text property that has all the topics separated by a newline
...
Text
...
nrich_IntentLocation_1
...
Intent location 1
...
Top location for intent
...
Text
...
nrich_IntentLocation_2
...
Intent location 2
...
2nd location for intent
...
Text
...
nrich_IntentLocation_3
...
Intent location 3
...
3rd location for intent
...
Text
...
nrich_IntentTopic_1
...
Intent topic 1
...
Highest scoring intent topic (available only if third party intent data is used in report and available for the account)
...
Text
...
nrich_IntentTopic_2
...
Intent topic 2
...
Second highest scoring intent topic (available only if third party intent data is used in report and available for the account)
...
Text
...
nrich_IntentTopic_3
...
Intent topic 3
...
Third highest scoring intent topic (available only if third party intent data is used in report and available for the account)
...
Text
...
nrich_AnalyticsLink
...
N.Rich analytics link
...
Permanent link to the N.Rich account analytics page of the account
N.Rich ABM and website engagement
...
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: High, Medium or Low.
...
Number
...
nrich_IcpSalesVelocityScore
...
ICP sales velocity score
...
A number in the range of 0-100 representing sales velocity score.
Setting up the account properties
Account properties need to be set up manually on SFDC. From integration perspective it is essential that the each of the above mentioned field names are available as account properties. Also, it is recommended to group the fields as follows:
...
Update interval
The data will be updated on SFDC 1-2 times a day.
Security and Privacy Considerations
N.Rich integration has been granted an official security review acceptance from Salesforce and you can find the App Exchange listing here: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EcsPdUAJ. Please also review N.Rich Data Security Approach and N.Rich Data Privacy Approach.The article is now available here: https://n.rich/en/knowledge-base/salesforce-integration