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Setting up a Salesforce integration

Enhancing Breyta by importing Leads, Contacts, and Accounts

Chris Moen avatar
Written by Chris Moen
Updated over a week ago

Requirements

Admin access to a Salesforce account

Key Features

  • Import Account, Contact, and Lead objects to Breyta

  • Import Salesforce default and custom fields

  • Create scores, signals lists, and processes for imported objects

  • Send Breyta scores back to Salesforce by setting up a destination


Before you start

When setting up your workspace in Breyta, it is highly recommended that you use Default Company and People object types. The default Company and People object types in Breyta are preconfigured with Salesforce Account, Contact, and Lead IDs, which serve as object identifiers and are optimized for seamless integration. By utilizing the default object types, you can eliminate the need to manually add your Salesforce identifiers to your object types after integrating, streamlining your workflow.

Connecting the integration

  1. Click + Add from Breyta’s Integrations page and select Salesforce

  2. Click on Connect to Salesforce
    You will be automatically redirected to the Salesforce login page

  3. Enter your username and password to initialize the connection

    That’s it! Once you’ve logged into Salesforce, the connection will be initialized and you will be redirected back to Breyta. Processing time depends on the amount of data being imported.

Your Salesforce sync history will be available once the initial sync is complete:

Sync times

Initial sync: Dependent on the amount of data

Continuous sync: Every 12 hours


FAQs

Can I choose what data sync from Salesforce to Breyta?

It’s not currently possible to choose what data to sync from the app, but we can include other streams if necessary. Reach out to Support via Breyta’s in-app chat bubble.

What are default identifiers for default object types in Salesforce?

  • Salesforce Account ID is a default identifier when you’ve set up the default Company object type

  • Salesforce Contact ID and Lead ID is a default identifier when you’ve set up the default People object type.

What happens with Opportunities and Leads in Salesforce if you only have Company and People object types in Breyta?

Lead ID (pulled from the Lead data stream) is already added to the default People object type as an identifier. This means Leads will be People objects.

Salesforce Opportunities are not automatically added to an object type in Breyta, but you can manually add them:

  1. Head to the Salesforce Opportunity data source

  2. Search for AccountID

  3. Click the + to create a transform:

    1. Keep value as is

    2. Name your field AccountID

    3. Search for and select your Salesforce Account ID field group

Opportunities will now be connected to your Company object type via the Salesforce Account ID identifier.

VIDEO: Adding Salesforce opportunities

How can I see the Opportunity ID as a field on my objects?

First, create an Opportunity ID field:

  1. From the Fields page

  2. Click +add to create a new field

  3. Name it Opportunity ID

  4. Data Type = Text

  5. Click Create New

  6. Search for and select Salesforce Opportunity ID from the dropdown and save changes

Next, add the Opportunity ID field to your Company object type:

  1. From the object types page, select the object type you want to add the field to

  2. Click Manage Fields

  3. Search for and select Opportunity ID from the search bar

  4. Save changes

You’ve just added the Opportunity ID field to your object type!

If I only have People object type, how can I see if someone is just a lead or if they are already a contact in Salesforce?

When using People and Company object type, create a List or Signal List where Salesforce Lead ID has any value and Salesforce Contact ID is unknown. The results your Salesforce leads.

VIDEO: Creating a Leads list

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