Salesforce integration overview

Overview

Salesforce is a CRM platform that helps unify marketing, sales, service, commerce, and IT in personalizing every experience along the customer journey.

Salesforce is available as a Marketplace integration. The integration lets you easily create and update Salesforce records from within Persona.

A common way to use this integration is to update a Salesforce record automatically via a Workflow.

Prerequisites

To use this integration, you must have a Salesforce instance.

Authentication

The Salesforce integration authenticates using OAuth.

Steps

Before you begin

• Sign in to Salesforce in the web browser you’re using.

Set up

To set up the Salesforce integration:

1. In the dashboard, select Marketplace in the navigation sidebar.

2. On the Marketplace page, select the Explore tab.

   • This may be the default page.

3. In the list of integrations, select Salesforce.

4. In the upper corner, click + Add Connection.
   

5. In the permissions modal, click Allow.
   

Result

You’ll see the new connection on the Salesforce page.

Using the integration

Once the integration is set up, you can trigger the following Salesforce actions inside your Workflows. Note: If there are multiple options for these actions, choose the one with "OAuth" in the name.

• Create Salesforce Record
• Update Salesforce Record

Records include Accounts, Leads, Opportunities, and Contacts within Salesforce.

Third-party integrations are available to Enterprise and managed Growth customers. If you're interested in third-party integrations, please reach out to your Customer Success Manager or contact the Persona support team.

Plans Explained