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
Click + Add from Breyta’s Integrations page and select Salesforce
Click on Connect to Salesforce
You will be automatically redirected to the Salesforce login pageEnter 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:
Head to the Salesforce Opportunity data source
Search for AccountID
Click the + to create a transform:
Keep value as is
Name your field AccountID
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:
From the Fields page
Click +add to create a new field
Name it Opportunity ID
Data Type = Text
Click Create New
Search for and select Salesforce Opportunity ID from the dropdown and save changes
Next, add the Opportunity ID field to your Company object type:
From the object types page, select the object type you want to add the field to
Click Manage Fields
Search for and select Opportunity ID from the search bar
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