With our Salesforce Account import integration, you can bring Account data into CC and link it to community members. You can then get insights about account-level engagement on the engagement dashboard.
This article explains how to configure the integration that pulls Salesforce Account data into CC
To set this integration up, you’ll need to find out which field on the Account object in your Salesforce instance identifies whether an Account is a customer.
Salesforce admins can implement this in several different ways, so make sure you find out the correct field to use. Currently, we only support Salesforce fields with the type ‘picklist’ on the Account object.
How to set up the Salesforce Account Import
Firstly, make sure you’ve installed the Salesforce app on CC:
- Go to Control > Integrations > Apps > Salesforce
- Under the integration ‘Import Salesforce Account data to CC’, select the Account field which identifies whether an Account is a customer.
- Then select the value (or values) that represents a customer.
- Make sure the ‘Automatically import Salesforce accounts to CC’ toggle is turned on.
- Press save changes, and you’re done!
What happens next?
- We’ll start importing Salesforce Accounts to your CC instance and matching them with community members.
- The Salesforce Account import currently runs on a schedule every 6 hours to import Account data and process any Accounts that have been added, updated, or removed.
How do we match community members to Accounts?
We match community members to Accounts based on a matching Contact (based on email address) with a relationship to that Account. (The same linking process is used as with the Salesforce community data export).
🛑 Limitations of the Salesforce Account import integration
- Salesforce Parent Accounts are not supported: this integration only looks at ‘child’ Accounts.
- Community members can only be linked to a single Account: at the moment, we only link the community member to one Account, even if the Contact is related to multiple Accounts.
- Accounts with a name exceeding 128 characters are not imported: currently we pass over Accounts that exceed this restriction when importing from Salesforce.
- Salesforce ‘Person Accounts’ are not supported. This integration is aimed at B2B companies using the standard Account object in Salesforce.
- Currently we only support the AccountField in the Import Salesforce Account data to inSided which accepts multiple values.
