Seamlessly connect your AdvocacyAI Actions and Advocates with your Salesforce account!
🤔 How Does It Work?
About the Integration
Once connected, the Salesforce and AdvocacyAI integration will:
- Sync your AdvocacyAI advocates into Salesforce.
- Automatically create Salesforce Campaigns from an AdvocacyAI action.
- Map the AdvocacyAI advocates who took action to the corresponding Salesforce Campaign.
- Give you the option to sync your Salesforce contacts into AdvocacyAI.
What Will You Need?
- An AdvocacyAI API Key. Email us at help@advocacyai.com and we will provide that key for you.
- Administrator access to a Salesforce account. You can connect the following type of Salesforce environments:
- Production: the main, live operational version of the Salesforce platform used to manage live data.
- Sandbox: a copy of your production environment, designed for safe development, testing, and training. Read more about Salesforce sandbox environments here.
- Custom: Similar to a production environment, it contains live data, but is branded with own your custom domain. You need to provide your custom domain to initiate the connection.
🚀 Let’s Set It Up
Install the AdvocacyAI app on Salesforce
- Make sure you are logged into your Salesforce account, then install our app from the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgK0000004pwnQAA
- Locate the AdvocacyAI app in Salesforce
- From the Home page, click on the App Launcher and select “View All”.
- Search for AdvocacyAI in the App Launcher and open it.
- Enter your AdvocacyAI API Key and click “Save”.
- Email us at help@advocacyai.com if you haven’t received an API Key.
Initiate the Connection from AdvocacyAI
- Log into AdvocacyAI and navigate to Account Settings>Integrations.
- Scroll down to locate the Salesforce integration under “CRMs” and click the “Salesforce Integrations Settings” button.
- Select which Salesforce environment you want to connect. You can read more about them here. You will be redirected to log into Salesforce once you click the “Connect with Salesforce” button.
- Allow Access so that AdvocacyAI can connect to your Salesforce account.
- You will then be redirected to AdvocacyAI to confirm that your connection was successful.
Test the Connection
After the initial connection is made, it should be tested to verify everything is working properly.
- After the initial connection, wait at least 3 hours to test it.
- Navigate back to the Salesforce Integration settings through Account Settings>Integrations>CRMs>Salesforce Integration Settings (here is how).
- Select the “Test Connection” button. There should be a confirmation message to let you know the connection is working.
💡 If you do not see the message above or you get an error message, contact us at help@advocacyai.com
🎨 Customize the Salesforce Integration
Sync Settings
- Sync Advocates to Salesforce: Sync any new AdvocacyAI advocates to your Salesforce account automatically. A unique advocate is identified based on their email address.
- Create Campaigns: Automatically create corresponding campaigns in Salesforce when campaigns are created in AdvocacyAI. Learn more about Salesforce Campaigns here.
- Add Campaign Members: Automatically add advocates to Salesforce campaigns as campaign members when they take actions.
Salesforce Campaigns
This section will confirm all the AdvocacyAI actions that have been linked to a Salesforce Campaign and provide their SF Campaign ID.
Data Field Mapping
An overview of which data fields are synced to your Salesforce account. There is a set list of default fields that will always be mapped, but you can include custom fields as well.
Default Fields
The following default fields will always be synced when a new advocate is pushed to Salesforce.
Custom Fields
The following is a list of additional fields available for mapping to a Salesforce custom field:
To map a custom field:
- Select a field from the list.
- Enter the Salesforce Field API Name.
- Click the “Save Mapping” button to save your custom mapping.
You have successfully set up your Salesforce integration!
👋 Need More Help?
We're always here for you. Reach out at help@advocacyai.com, and we’ll get you back on track.