Documentation / Product / Integrations / Salesforce / Salesforce

Salesforce: Import Leads & Opportunities

Importing Leads and Opportunities from Salesforce allows you to enrich Lytics profiles with sales and CRM data to improve targeting for your marketing efforts.

Integration Details

  • Implementation Type: Server-side.
  • Implementation Technique: REST API.
  • Frequency: One time batch, with the option to update hourly.
  • Resulting data: User profiles containing Lead or Opportunity data from Salesforce.

This integration utilizes Salesforce APIs to import user data. Once the import is started the workflow will:

  1. Request Salesforce objects to import.
  2. Ingest the data from the JSON files into the respective stream until there are no additional pages to import.

Account, Contact, Lead, and Opportunity data will be mapped to the following streams respectively: salesforce_accounts, salesforce_contacts, salesforce_leads, and salesforce_opportunities streams.

Fields

The following fields are included in the default mapping of the salesforce_accounts stream:

Source FieldLytics User FieldDescriptionType
account_contact_idsalesforce_contact_ids unique idSalesforce: Contact Ids[]string
account_annual_revenuesalesforce_account_annual_revenueSalesforce: Account Annual Revenuenumber
account_billing_citysalesforce_account_billing_citySalesforce: Account Billing Citystring
account_billing_country_codesalesforce_account_billing_countrySalesforce: Account Billing Countrystring
account_billing_latitudesalesforce_account_billing_latitudeSalesforce: Account Billing Latitudestring
account_billing_longitudesalesforce_account_billing_longitudeSalesforce: Account Billing Longitudestring
account_billing_postal_codesalesforce_account_billing_postal_codeSalesforce: Account Billing Postal Codestring
account_billing_state_codesalesforce_account_billing_stateSalesforce: Account Billing Statestring
account_billing_streetsalesforce_account_billing_streetSalesforce: Account Billing Streetstring
account_created_datesalesforce_account_created_dateSalesforce: Account Created Datedate
account_industrysalesforce_account_industrySalesforce: Account Industrystring
account_is_partnersalesforce_account_is_partnerSalesforce: Account Is Partnerbool
account_namesalesforce_account_nameSalesforce: Account Namestring
account_number_of_employeessalesforce_account_number_of_employeesSalesforce: Account Number of Employeesint
account_ownershipsalesforce_account_ownershipSalesforce: Account Ownershipstring
account_ratingsalesforce_account_ratingSalesforce: Account Ratingstring
account_shipping_citysalesforce_account_shipping_citySalesforce: Account Shipping Citystring
account_shipping_country_codesalesforce_account_shipping_countrySalesforce: Account Shipping Countrystring
account_shipping_postal_codesalesforce_account_shipping_postal_codeSalesforce: Account Shipping Postal Codestring
account_shipping_state_codesalesforce_account_shipping_stateSalesforce: Account Shipping Statestring
account_shipping_streetsalesforce_account_shipping_streetSalesforce: Account Shipping Streetstring
account_sourcesalesforce_account_sourceSalesforce: Account Sourcestring
account_typesalesforce_account_typeSalesforce: Account Typestring
account_websitesalesforce_account_websiteSalesforce: Account Websitestring

The following fields are included in the default mapping of the salesforce_contacts stream:

Source FieldLytics User FieldDescriptionType
contact_idsalesforce_contact_ids unique idSalesforce: Contact Ids[]string
contact_emailemail unique idEmailstring
contact_emailemaildomainsEmail Domains[]string
contact_birthdatesalesforce_contact_birthdateSalesforce: Contact Birthdatedate
contact_citysalesforce_contact_citySalesforce: Contact Citystring
contact_country_codesalesforce_contact_countrySalesforce: Contact Countrystring
contact_created_datesalesforce_contact_created_dateSalesforce: Contact Created Datedate
contact_departmentsalesforce_contact_departmentSalesforce: Contact Departmentstring
contact_email_bounced_reasonsalesforce_contact_email_bounced_reasonSalesforce: Contact Email Bounced Reasonstring
contact_has_opted_out_of_emailsalesforce_contact_has_opted_out_of_emailSalesforce: Contact Has Opted Out Of Emailbool
contact_is_email_bouncedsalesforce_contact_is_email_bouncedSalesforce: Contact Is Email Bouncedbool
contact_last_cu_request_datesalesforce_contact_last_cu_request_dateSalesforce: Contact Last Stay-In-Touch Request Sentdate
contact_email_bounced_datesalesforce_contact_last_email_bounced_dateSalesforce: Contact Email Bounced Datedate
contact_last_modified_datesalesforce_contact_last_modified_dateSalesforce: Contact Last Modified Datedate
contact_latitudesalesforce_contact_latitudeSalesforce: Contact Latitudenumber
contact_longitudesalesforce_contact_longitudeSalesforce: Contact Longitudenumber
contact_salutationsalesforce_contact_salutationSalesforce: Contact Salutationstring
contact_titlesalesforce_contact_titleSalesforce: Contact Titlestring
salesforce_last_user_importedSalesforce: Last User Importeddate
contact_lead_sourcesalesforce_lead_sourceSalesforce: Lead Sourcestring

The following fields are included in the default mapping of the salesforce_leads stream:

Source FieldLytics User FieldDescriptionType
lead_idsalesforce_lead_ids unique idSalesforce: Lead Ids[]string
lead_emailemail unique idEmailstring
lead_emailemaildomainsEmail Domains[]string
salesforce_last_user_importedSalesforce: Last User Importeddate
lead_companysalesforce_lead_companySalesforce: Lead Companystring
lead_converted_datesalesforce_lead_converted_dateSalesforce: Lead Converted Datedate
lead_created_datesalesforce_lead_created_dateSalesforce: Lead Created Datedate
lead_email_bounced_datesalesforce_lead_email_bounced_dateSalesforce: Lead Email Bounced Datedate
lead_email_bounced_reasonsalesforce_lead_email_bounced_reasonSalesforce: Lead Email Bounced Reasondate
lead_first_namesalesforce_lead_first_nameSalesforce: Lead First Namestring
lead_industrysalesforce_lead_industrySalesforce: Lead Industrystring
lead_is_convertedsalesforce_lead_is_convertedSalesforce: Lead Is Convertedbool
lead_last_modified_datesalesforce_lead_last_modified_dateSalesforce: Lead Last Modified Datedate
lead_last_namesalesforce_lead_last_nameSalesforce: Lead Last Namestring
lead_mobile_phonesalesforce_lead_mobile_phoneSalesforce: Lead Mobile Phonestring
lead_namesalesforce_lead_nameSalesforce: Lead Namestring
lead_number_of_employeessalesforce_lead_number_of_employeesSalesforce: Lead Number Of Employeesint
lead_phonesalesforce_lead_phoneSalesforce: Lead Phonestring
lead_postal_codesalesforce_lead_postal_codeSalesforce: Lead Postal Codestring
lead_record_typesalesforce_lead_record_typeSalesforce: Lead Record Typestring
lead_salutationsalesforce_lead_salutationSalesforce: Lead Salutationstring
lead_source, lead_lead_sourcesalesforce_lead_sourceSalesforce: Lead Sourcestring
lead_statussalesforce_lead_statusSalesforce: Most Recent Lead Statusstring
lead_titlesalesforce_lead_titleSalesforce: Lead Titlestring
lead_websitesalesforce_lead_websiteSalesforce: Lead Websitestring

The following fields are included in the default mapping of the salesforce_opportunities stream:

Source FieldLytics User FieldDescriptionType
opportunity_contact_idsalesforce_contact_ids unique idSalesforce: Contact Ids[]string
opportunity_lead_sourcesalesforce_lead_sourceSalesforce: Lead Sourcestring
opportunity_amountsalesforce_opportunity_amountSalesforce: Opportunity Amountnumber
opportunity_close_datesalesforce_opportunity_close_dateSalesforce: Opportunity Close Datedate
opportunity_created_datesalesforce_opportunity_created_dateSalesforce: Opportunity Created Datedate
opportunity_fiscalsalesforce_opportunity_fiscalSalesforce: Opportunity Fiscalstring
opportunity_fiscal_quartersalesforce_opportunity_fiscal_quarterSalesforce: Opportunity Fiscal Quarterstring
opportunity_fiscal_yearsalesforce_opportunity_fiscal_yearSalesforce: Opportunity Fiscal Yearint
opportunity_forecast_categorysalesforce_opportunity_forecast_categorySalesforce: Opportunity Forecast Categorystring
opportunity_forecast_category_namesalesforce_opportunity_forecast_category_nameSalesforce: Opportunity Forecast Category Namestring
opportunity_has_open_activitysalesforce_opportunity_has_open_activitySalesforce: Opportunity Has Open Activitybool
opportunity_is_closedsalesforce_opportunity_is_closedSalesforce: Opportunity Is Closedbool
opportunity_is_wonsalesforce_opportunity_is_wonSalesforce: Opportunity Is Wonbool
opportunity_last_modified_datesalesforce_opportunity_last_modified_dateSalesforce: Opportunity Last Modified Datedate
opportunity_namesalesforce_opportunity_nameSalesforce: Opportunity Namestring
opportunity_next_stepsalesforce_opportunity_next_stepSalesforce: Opportunity Next Stepstring
opportunity_probabilitysalesforce_opportunity_probabilitySalesforce: Opportunity Probabilitynumber
opportunity_stage_namesalesforce_opportunity_stage_nameSalesforce: Opportunity Stage Namestring
opportunity_typesalesforce_opportunity_typeSalesforce: Opportunity Typestring

Lytics will import all custom fields you've created for the above types of users, but you will need custom LQL to take full advantage of them. Please contact Lytics Support for assistance.

Configuration

Follow these steps to set up and configure an import of Salesforce Leads & Opportunities in the Lytics platform.

  1. Navigate to the Salesforce integration in Lytics.Salesforce Tile
  2. Navigate to the Workflows tab on the left and select New Workflow.
  3. Select Import Lead & Opportunities.
  4. Identify the authorization you would like to use.
  5. From the Maximum Daily API Calls numeric field, select the maximum number of API calls the Lytics import can make on your behalf per day. See API Limitations for tips on finding and estimating this.
  6. From the Custom Lead Fields input, select custom Lead fields to import in addition to the standard fields.
  7. From the Custom Contact Fields input, select custom Contact fields to import in addition to the standard fields.
  8. From the Custom Account Fields input, select custom Account fields to import in addition to the standard fields.
  9. From the Custom Opportunity Fields input, select custom Opportunity fields fields to import in addition to the standard fields.
  10. From the Keep Updated checkbox, continuously run this import.
  11. From the Run Hourly checkbox, run a continuous import hourly instead of daily.
  12. Click the Start Import button to start the work. Import Leads And Opportunities Blurred