Purpose
Salesforce integration is used for synchronising dynamic Account Lists from Salesforce the N.RICH system to be used for targeting and analytics.
Use Cases and Best practices
Salesforce Account lists are dynamic and can be used virtually with any objects within Salesforce. This enables several powerful use cases, such as creating a dynamic list of accounts with opportunity in certain stages, with certain values and associated to certain product(s). For reporting purposes it is recommended that a campaign is created for each account list so that it will be possible to create Salesforce reports associated to the specific account list.
Setting up
Salesforce integration requires a dedicated user to be created for the N.RICH system. This user should have access to API as well as Accounts and Contacts objects. Integration should be set-up from N.RICH system set-up page from CRM integration section through enabling integration and clicking AUTHENTICATE button and logging in with this user. After this Integration becomes active.
Usage
Salesforce integration is used for synchronising account lists from Salesforce to N.RICH system. On N.RICH Syncing the lists takes place from Audiences/Accounts section's Account List tab, in which you need to click Import button on the top right corner, select Import/Sync Accounts and go to "CRM" tab.
If Salesforce Integration is functional, on this view you can choose a specific Account List available on Salesforce for the given Salesforce user. You also need to assign an N.RICH Account Segment for the account list. You can either create a new segment or add to existing one. All accounts within the selected list will be synced periodically with N.RICH system and will become visible under the selected segment. After clicking SYNC and SAVE, the window can be closed and the sync will be active. You can also do a one time import through unchecking Account Sync Enabled selector before saving.
Salesforce Requirements
In order for the Salesforce Account Syncing to work, the given Salesforce user needs to have access to one or more account lists that include account or accounts including at least one contact with email address each. integration uses the Salesforce ID's of the accounts under the selected Account List and fetches the most common email domain under the contacts of each account. This domain will be used as the primary domain within N.RICH system and can be previewed when setting up the integration. In case there are unwanted domains appearing it is recommended to update the contacts under the specific account or add a rule to the Salesforce Account List excluding the unwanted domains.
Security and Privacy Considerations
N.RICH Salesforce integration does not write anything to the Salesforce instance and it is only used for reading data. The integration only accesses Accounts and Contact objects and stores only domains and Salesforce ID's into the system. The integration accesses email addresses of contacts under the selected accounts, but only stores the most frequently occuring domain to N.RICH system. No personal data, such as email or other contact details are stored. The integration is undergoing official security review from Salesforce.