Salesforce Integration

Purpose

N.Rich Salesforce CRM integration is used for the following purposes:

  1. 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)

  2. 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:

  1. For security reasons, instead of using shared credentials and a shared user, it is recommended to create a dedicated user for N.Rich

  2. 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.

  3. 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 https://n-rich.atlassian.net/wiki/spaces/NK/pages/1476526133 and https://n-rich.atlassian.net/wiki/spaces/NK/pages/1418231856.