Salesforce Integration

Integrating UserIQ and SFDC

Benefits to Integration

UserIQ connects to the SFDC Bulk API endpoint to perform a Bi-directional sync of data on an hourly basis. This integration allows you to PULL data from Salesforce objects into UserIQ for a deeper insight into targeted messaging and analytics. You are also able to PUSH UserIQ data such as activity and usage back into Salesforce so all of your accounts/contacts in SFDC have a complete picture.

Before setting up a Salesforce Integration

**Important-Integration will not work unless** The value you are passing for account_id/user_id via UserIQ tracking code exists in your Salesforce, and it matches exactly with the data in UserIQ. This is very important as we sync based on account_id at an account level and based on user_id at a user level. If for any reason, the account_id equivalent data in your Salesforce does not match with the data in UserIQ, the sync will not happen.

Connecting UserIQ to SFDC Classic see below 

The first part of setting up the integration requires having an admin login to SFDC.

SFDC Configuration

1. To start the integration process, login to your Salesforce.com instance. (Please note, you need to be a Salesforce administrator with permissions to the metadata API to successfully complete this process)
2. Click on the Setup button in the upper right hand corner.
   
   
   
   
3. In the Build section of the left navigation menu, click Create > Apps:

4. In the Connected Apps list, click on the “New” button.
   
   
   
5. In the Basic Information section, add the following details:

6. Click on the “API (Enable OAuth Settings)” checkbox:
   

   For Production, use the following value as the Callback URL:

   https://app.useriq.com/auth/salesforce/callback

   Or for Sandbox, use the following value as the Callback URL:

   https://app.useriq.com/auth/salesforcesandbox/callback

   
   

7. Click the Save button

Note: There will be a delay of 2-10 minutes after you click save before the Connected App is ready for users. Wait 10 minutes before continuing on to the final steps.

UserIQ Configuration

8. In UserIQ, click on your Initials in the upper right corner, click Site Settings, on the Tabs across the top left, click Integrations, click Salesforce on the left.
   

9. Enter the Salesforce Client ID and Secret found on the Connected App page for UserIQ in Salesforce:
   
   
   
10. Click Connect to Salesforce
    * If you are connecting to a Sandbox instance of SFDC, toggle the Use Sandbox to green
    After clicking Connect To Salesforce, you will be redirected and asked to allow UserIQ Access

11. Configure Salesforce Account/User Settings
    a. Choose if you want to sync Account data or User data or both
    
    b. Choose which way to sync data - to UserIQ, to SFDC, or both
    
    
    
12. Toggle Enable Data Sync to green
    

13. Configure Salesforce Fields to Sync with UserIQ
    a. Choose which Salesforce Object - Account or User
         i. If you want to do both User and Account, they need to both be set up separately
         ii. Click the link Add Mapping Field, then select a field from the available options in the dropdown. 
    * Please note that you need to set the value that you are passing for Account Id as the mapping key for Account level and User Id as the mapping key for User/Contact level. Then toggle the Mapping Key to green next to the Field in SFDC that contains the matching value.
    
    
    
14. If you are configuring outbound sync, you need to set the variable scope of the Custom Variable to the correct scope so they are available at the appropriate level.
    
    
    b. Next, under the Integration Sync settings at the bottom click the Add New Outbound Field, then under the drop down on the left, select the fields you setup under Custom Variables.
    
    
    

* See the schema below for a list of fields

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