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Salesforce: Export Users

Exporting users to Salesforce will allow you to create new Leads or Opportunities from promising groups of users you've encountered through other channels such as the web, email, or mobile. This export supports any kind of Salesforce object. Exporting Lytics user fields to existing Leads can help qualify and sort your Leads.

Integration Details

  • Implementation Type: Server-side.
  • Implementation Technique: REST API with audience triggers.
  • Frequency: Real-time, with a one-time backfill of the audience after setup.
  • Resulting data: New or existing Salesforce objects populated with Lytics user field and audience membership.

This integration utilizes the Salesforce APIs to send user data. Once the export is started the workflow will begin backfilling users who already exist in the selected audiences. For each user to export, regardless if the user is being added as part of the backfill, or they're entering/exiting the audience in realtime, it will:

  1. If a match field was provided during configuration, the workflow will update an existing Salesforce object based on values of the match field. Otherwise it will create a new Salesforce object.
  2. Keep your Lytics audience in sync with Salesforce by updating users in Salesforce as users are updated in Lytics.

Fields

All fields that are provided in the mapping during configuration will be sent to Salesforce.

Configuration

Follow these steps to set up and configure an export of Salesforce in the Lytics platform.

  1. Navigate to the Integrations page in Lytics and select the Salesforce tile. Salesforce tile
  2. Select Workflows from the menu on the left.
  3. Select Export To Salesforce.
  4. Select the authorization you created during the authorization step.
  5. From the Audiences field, input the Lytics audience(s) you'd like to send to Salesforce. Then click Next Step.
  6. In the Maximum Daily API Calls numeric field, enter the maximum number of API calls the Lytics workflow can make on your behalf per day.
  7. From the Salesforce Object field, select the Salesforce object type you would like to export to.
  8. From the Match Field field, input the field in Salesforce to match records to avoid duplicates. The field you select must be mapped in the fields below.
  9. From the Send Audiences To field, select a field on your Salesforce object which will contain a list of Lytics audiences for the user.
  10. From the Required Fields section, map all the required fields from Lytics to Salesforce by selecting the Lytics field on the left, and its Salesforce destination field on the right. All fields in the Salesforce dropdown must be mapped.
  11. From the Extra Fields section, map all the extra fields from Lytics to Salesforce by selecting the Lytics field on the left, and its Salesforce destination on the right.
  12. Click the Start Export button to begin exporting users. Export Configuration You should see Lytics user data populated in your Salesforce object shortly after starting the workflow.

Salesforce Administrator Setup

You'll need to involve a Salesforce administrator when setting up the export. The administrator will need to perform the following setup:

  1. Set up a Duplicate Rule in Salesforce for leads (configuration pictured below).
  2. Set up the following Custom Fields on the Salesforce "Lead" object:
  • For "Send Audiences To"
    • Field Type: Text Area (Long)
    • Field Label: Lytics Audiences
    • Field Length: 32,768 characters (32 KB)
    • Field Visible Lines: 3
    • Field Name: Lytics_Audiences
    • Field Description: This user is a member of these Lytics Audiences
    • Visibility: Checked for all users
    • Read-Only: Not checked for any users
    • Layouts: Add to all available
  • Optional: For "Send Content Affinity To"
    • Field Type: Text Area (Long)
    • Field Label: Lytics Content Affinity
    • Field Length: 32,768 characters (32 KB)
    • Field Visible Lines: 3
    • Field Name: Lytics_Content_Affinity
    • Field Description: The top three kinds of content this user prefers
    • Visibility: Checked for all users
    • Read-Only: Not checked for any users
    • Layouts: Add to all available
  • Optional: For "Send Scores To" (optional)
    • Field Type: Text Area (Long)
    • Field Label: Lytics Scores
    • Field Length: 32,768 characters (32 KB)
    • Field Visible Lines: 3
    • Field Name: Lytics_Scores
    • Field Description
    • Visibility: Checked for all users
    • Read-Only: Not checked for any users
    • Layouts: Add to all available

duplicate rule screen