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Creating a Salesforce destination

Export Breyta scores to bolster sales, marketing, and customer management efforts

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

Requirements

Key features

Sending scores from Breyta to Salesforce.

Creating a new destination

To begin, you need to establish a connection or destination between a Breyta object type and a Salesforce object, such as Leads, Contacts, or Accounts. This mapping process ensures that the scores are properly transferred from their source to the intended destination.

  1. From Breyta’s Integrations page, select the Salesforce integration

  2. Select Destinations, then + Add


  3. Select the Object (type) to export the score from and the Salesforce object data stream to export the score to. For example, People object type to Contacts data stream or Company to Accounts.

  4. Hit Create Destination to save.

In the Salesforce Destinations page, you'll can see all the destinations you've created between Breyta object types and Salesforce objects:


Sending scores to a destination

Now that you have selected the object types and objects for the score export, you can proceed with selecting specific scores within the object types to be sent to Salesforce.

  1. Click + Add

  2. From the dropdown, select the score to export

  3. Create a label for your score (how the field will be named in Salesforce)

  4. Repeat, as needed! You can create multiple scores from Breyta to Salesforce within a destination.

Once the destination set-up is complete, you're done! A custom field will immediately be created in Salesforce for the relevant object where scores will be sent automatically. This is what the custom field will look like in Salesforce:

Sync frequency

Initial score export: Within 1 hour

Ongoing score syncs: Generally every 10 minutes, but can take up to an hour

Activating the data in Salesforce

By sending scores from Breyta to Salesforce, you unlock a range of possibilities to engage your sales, marketing, and customer engagement effort. With this capability, you can:

  • Automate workflows and trigger actions: Integrate the score into your workflow automation processes to trigger specific actions based on predefined score thresholds. This automation enables you to streamline repetitive tasks, such as assigning leads or initiating follow-ups, optimizing your sales and marketing efforts.

  • Enhance customer segmentation and targeting: Utilizing the score as a field in Salesforce allows you to segment and target your customers more effectively. By considering the score alongside other relevant data, you can create refined customer segments based on their likelihood to convert, engage, upsell, or respond to specific marketing campaigns.

  • Personalize customer interactions: The score can serve as a valuable asset in delivering personalized experiences to your customers. By utilizing the score as a parameter, you can tailor your interactions, messages, and offers based on individual customer preferences, increasing engagement and fostering stronger relationships.

  • Monitor and track performance: By incorporating the score into Salesforce, you can effectively monitor and track the performance of your records, campaigns, and initiatives. Analyze the impact of the score on various metrics, such as conversion rates, customer satisfaction, or revenue, to assess the effectiveness of your strategies and make data-driven improvements.



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