Understanding Lytics / Integrations

Authentication

Salesforce supports Oauth2, which allows you to simply enter your username and password to connect Lytics with Salesforce.

The user authenticating to Salesforce must have the following permissions within Salesforce:

  • "API Enabled"
  • "Offline User"

authorization screen

Importing Leads and Opportunities

When you import leads and opportunities from Salesforce into Lytics, we combine their information with their account and contact information for targeted marketing.

Lytics will import all custom fields you've created for the above types of users. However, you will need custom LQL to take full advantage of them. For help, contact Lytics' support team.

Keep Updated

  • After the initial import, would you like Lytics to continue importing any new and updated leads, contacts, and opportunities? If selected, this setting will cause the import to re-sync repeatedly after 24 hours.
  • Because the import restarts 24 hours after each sync finishes, the sync will not start at the same time. This approach was selected because Salesforce resets its rate limits every 24 hours. This allows time to reset if Lytics paused a sync due to making the maximum allotted API calls, or due to Salesforce responding that no more API calls were available.

Run Hourly

  • This setting will cause the import to run every hour instead of 24 hours. If the API limit is reached the import will pause for 24 hours to let the API limit reset completely.

Maximum Daily API Calls

  • An API call is a connection made to a Salesforce server on your account's behalf.
  • Different accounts have different limits on the number of API calls allowed per 24 hours. More information about limits is available here.
  • In addition to your Lytics integration, your Sales team may have additional integrations using the Salesforce API. For example, they may use a tool to capture LinkedIn information and send it into Salesforce, which would also use their API.
  • To estimate an appropriate number of API calls to enter for the Salesforce import, Lytics recommends you use the following formula:
    • (Total Daily API Calls Allowed - Daily API Calls For Other Integrations) / 2
    • Dividing by two allows you to allot the same number of API calls to the upcoming Salesforce Export.
  • To roughly estimate how long your initial import will take, use the following formula:
    • (Total Leads + Total Contacts + Total Opportunities + Total Accounts) / Total Daily API Calls Allowed for Lytics Import
    • This will yield the approximate number of days that will be required.
    • Note: this estimate will be slightly low because each time the import encounters an API limit, it sleeps for 24 hours rather than restarting at the same time the following day.

Exporting Leads to Salesforce

Exporting leads to Salesforce will allow you to create new leads from promising groups of users you've encountered through other channels such as the web, email, or mobile. And, it will increase what you know about existing leads to facilitate your Sales conversations.

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

Starting The Export

Important: Ensure a "Duplicate Rule" has been created as above or you will end up with duplicate leads in Salesforce!

Keep Updated

  • After the initial import, would you like Lytics to continue importing any new and updated leads, contacts, and opportunities? If selected, this setting will cause the import to re-sync repeatedly after 24 hours.
  • Because the import restarts 24 hours after each sync finishes, the sync will not start at the same time. This approach was selected because Salesforce resets its rate limits every 24 hours. This allows time to reset if Lytics paused a sync due to making the maximum allotted API calls, or due to Salesforce responding that no more API calls were available.

Maximum Daily API Calls

  • An API call is a connection made to a Salesforce server on your account's behalf.
  • Different accounts have different limits on the number of API calls allowed per 24 hours. More information about limits is available here.
  • In addition to your Lytics integration, your Sales team may have additional integrations using the Salesforce API. For example, they may use a tool to capture LinkedIn information and send it into Salesforce, which would also use their API.
  • To estimate an appropriate number of API calls to enter for the Salesforce import, Lytics recommends you use the following formula:
    • (Total Daily API Calls Allowed - Daily API Calls For Other Integrations) / 2
    • Dividing by two allows you to allot the same number of API calls to the upcoming Salesforce Export.
  • To roughly estimate how long your initial import will take, use the following formula:
    • (Total Leads + Total Contacts + Total Opportunities + Total Accounts) / Total Daily API Calls Allowed for Lytics Import
    • This will yield the approximate number of days that will be required.
    • Note: this estimate will be slightly low because each time the import encounters an API limit, it sleeps for 24 hours rather than restarting at the same time the following day.

Audiences

  • Choose a list of Audiences you'd like to send to Salesforce.
  • Use predefined Lytics Audiences such as "Power" or "Active", or use custom Audiences you've created, or both.
  • Any members of the selected Audiences who aren't already in Salesforce and who have enough information will be added to Salesforce.
  • Any members of the selected Audiences who are in Salesforce will have information added to them if available.

Send Audiences To

  • Choose "Lytics Audiences" if it's available. If not, you can select any text field that already exists.

Send Content Affinity To

  • Optionally, learn the top 3 types of content a lead has demonstrated an interest in (if available from other sources).

Predictive Scores

  • Optionally, send data that predicts a user's likelihood to engage further with your brand.

Unknown Companies Are Ok

  • Salesforce requires you to send a "Company" in order to create a new lead from an interesting Lytics Audience. If you're creating a lead you've learned about from another channel, it's likely their company will be unknown.
  • If checked, Lytics will still send leads with missing companies to Salesforce, listing the company as "Unknown".
  • If unchecked, Lytics will skip creating new leads if their company is missing.

Unknown Last Names Are Ok

  • Salesforce requires you to send a "Last Name" in order to create a new lead from an interesting Lytics Audience. If you're creating a lead you've learned about from another channel, it's possible their last name will be unknown.
  • If checked, Lytics will still send leads with missing last names to Salesforce, listing their last name as "Unknown".
  • If unchecked, Lytics will skip creating new leads if their last name is missing.

Advanced Options

  • Send More Fields: Have more data you want to send? Simply select the Lytics field on the left and the Salesforce field on the right, and we'll include it if it exists on a lead that's being created.
    • Salesforce is very particular about its field types. At this time, Lytics enables you to send data into Salesforce fields that have the following underlying types:
      • Boolean (ex. a field that takes a true/false or yes/no value such as a checkbox)
      • Date
      • Datetime
      • Double (ex. 12.34)
      • Int (ex. 476)
      • String (ex. a short set of characters like "Drives a Mazda")
      • Textarea (ex. a long set of characters, or anything that could sometimes be a long set of characters)
    • Please contact us if you have a use case for us to support more types of fields.
    • The type of Lytics field you select must match the type of Salesforce field you select, or it will be skipped when being sent.
      • You must send true/false Lytics fields into boolean Salesforce fields.
      • You must send some sort of Lytics number field into numeric Salesforce fields. If the Lytics number is too long or has too much precision, it will be rounded down to 2 decimal points before being sent to Salesforce.
      • You must send some sort of Lytics text field into string or textarea Salesforce fields. If the Lytics field is too long, it will be cut off at its maximum allowable length in Salesforce.
      • You must send some sort of Lytics date field into a Salesforce date or datetime field.
  • Email Field, Last Name Field, etc....: If you'd like to use a different field than the Lytics default to populate Salesforce name or contact information, select it in these dropdowns.

How long will your initial export take? Unfortunately, because the Audiences you select may have overlap, there's no easy way to predict how long the initial lead export will take.