Our one-way integration with Salesforce makes it quick and easy for you to pull in key user information into Candu which you can then use to personalize your user experiences with Segmentation and Variables.
You can currently sync data between contacts in Salesforce and users in Candu.
To integrate Candu with Salesforce, you must have a unique UserID in Salesforce. This is a unique identifier that will map Candu users with your Salesforce contacts.
This needs to map from the UserID that is passed over in the Candu installation script. This is generally a text or number field. For example, a contact in Salesforce with the UserID ‘8798’ will be matched with a user in Candu with the UserID ‘8798’.
What Data Can be Synced?
You will be able to pull across any string or numeric fields associated with a contact level object in Salesforce such as Name, Email, Job Title or Plan Type. This includes both default and custom fields.
How Often Is Data Synced?
When you first enable a new user trait to sync across to Candu, it can take between 24-48 hours for that data to appear.
If existing trait information is updated in Salesforce, for example a new email address is added to a contact record, there will be up to an hour delay before this updated information is passed through to the user in Candu.
Setting Up The Integration
You can find the Salesforce Integration under Settings > Integrations in your Candu instance.
You will need to reach out to your CSM or Sales rep and request access to this integration option.
Once we have enabled the integration, you will be able to navigate back to this page and select ‘Connect Integration’ to get started.
As mentioned above, the integration needs to connect to Candu using a unique User ID stored in Salesforce. Click ‘Connect to Salesforce’ to set up the integration.
You will need to login to your Salesforce account and then press ‘Allow’.
This will connect your Salesforce and Candu accounts.
You will now be able to see the ‘Connected’ status from the Integrations homepage.
ℹ️ Please note, we also recommend setting up Signed Identities in Candu to improve data security.
Mapping User Traits
Now that the integration has been connected, you need to select the field in Salesforce that stores your unique UserID. This is a unique identifier that will map Candu users with your Salesforce contacts. You can select it from the drop down list and then press ‘Save’.
ℹ️ You must pass Candu the same UserID in the Candu installation script.
You can then select all of the user traits that you want to pull in from Salesforce. Simply select the checkboxes next to each trait and once all are selected, hit ‘Enable’ at the bottom of the screen.
You will be able to see which ones are ‘Enabled’ or ‘Disabled’ via the Status column.
Please note: It will take 24-48 hours before user traits are pulled into Candu after you press ‘Enable’. If you come in and add more traits at a later date, the same delay applies.
Using Salesforce Data in Segmentation
When creating new Segments, you will now be able to select ‘User Property’ and see a list of the traits available from Salesforce. You can use any of these to create different groups of users that you want to display different content or in-app experiences to.
For more information on Segmentation click here.
Using Salesforce Data in Variables
When personalizing your content in the Candu editor, you will now be able to select any of the Salesforce traits that have been synced across, to tailor content for your users. For example, you may want to have a welcome message that is dynamic and says ‘Welcome back <company name>’ which would be possible if you have passed through ‘Company’ from your contact records in Salesforce.
Our guide on using Variables in content is here.
Disconnecting the Integration
If you no longer wish to send data from Salesforce to Candu, you can disconnect the integration at any time. Simply go to Settings > Integrations > Manage Integration > Disconnect.
ℹ️ We highly recommend ensuring that any Segments that are using data from Salesforce, are removed prior to disabling the integration.
⚠️ Warning: This will remove any user data you have pulled into Candu and any associated Segments that have been created with this data.