Salesforce integration overview

Overview

Persona's Salesforce integration enables automated CRM data synchronization for sales, service, and operations teams. This integration helps businesses unify customer verification data with their CRM workflows, eliminating manual data entry and ensuring real-time visibility into customer onboarding and verification status.

The Salesforce integration is particularly valuable for companies seeking to streamline customer onboarding, improve data management across systems, and provide sales and operations teams with immediate access to verification results.

Benefits

Automated CRM Updates: Automatically sync verification data and results directly into Salesforce records without manual intervention

Real-Time Status Visibility: Surface pass/fail verification status directly in Salesforce, giving teams immediate insight into customer verification progress

Streamlined Operations: Eliminate context switching by providing clickable links from Salesforce records directly to detailed Persona verification results

Flexible Record Management: Create new records, update existing records, or search for records using verification data collected through Persona

Integration Features

Persona’s Salesforce integration syncs verification data directly into your Salesforce workflows. Key capabilities include:

• Create Salesforce Records: Automatically create new Salesforce objects (Accounts, Leads, Opportunities, Contacts) when verification events occur
• Update Salesforce Records: Keep existing Salesforce records current with the latest verification data and status changes
• Search Salesforce Records: Find and link the correct Salesforce record using data collected during the verification process

Setting up the Salesforce integration

Prerequisites

To set up the Salesforce integration, ensure you have:

• Admin access to your Persona Dashboard
• Admin access to your Salesforce account
• Permission to authorize OAuth connections in Salesforce

Setting up the Salesforce Credentials

1. Navigate to Integrations
   • Go to Integrations > Marketplace in your Persona Dashboard
   • Search for Salesforce in the available integrations
2. Connect Your Salesforce Account
   • Click on Salesforce and select + Add Connection
   • Click Authorize to open the OAuth popup
   • Sign in to your Salesforce account
   • Click Allow to grant Persona access to your Salesforce data
3. Configure Connection Settings
   • Name your connection (e.g., "Production Salesforce" or "Sandbox Salesforce")
   • Verify the connection is active
   • Save the configuration
4. Set Up Environment-Specific Connections (Optional)
   • If using different Salesforce instances for sandbox and production, repeat the connection process for each environment
   • Configure environment-specific overrides in your workflow settings

Using the Salesforce integration in a workflow

1. Create a new workflow, or open an existing workflow you'd like to update.
2. Add a new action step > Integrations.
3. Select the Salesforce integration and choose your saved connection.
4. Choose the operation you want to perform
5. Configure the input fields to pass in the correct information.
6. Save/publish the workflow.

Salesforce Operations Overview

Create Salesforce Record OAuth

Creates a new Salesforce record (Account, Lead, Opportunity, Contact, or custom object) using data from Persona.

• Provide values for required fields:
  • Record Type: The type of Salesforce object to create (e.g., Account, Contact, Lead)
  • Record Properties: Field-value pairs to populate in the new record (e.g., email, first name, last name, company)
• Optionally add:
  • Additional Properties: Any standard or custom Salesforce fields you want to populate

Update Salesforce Record OAuth

Updates an existing Salesforce record with new data from Persona verification events.

• Provide values for required fields:
  • Record Type: The type of Salesforce object to update
  • Record ID: The Salesforce ID of the record to update
  • Record Properties: Field-value pairs to update in the record
• Optionally add:
  • Additional Properties: Any other writable Salesforce fields to refresh

Search Salesforce Record OAuth

Finds an existing Salesforce record using search criteria from Persona data.

• Provide values for required fields:
  • Record Type: The type of Salesforce object to search for
  • Search Properties: Field-value pairs to use as search criteria
• Optionally add:
  • Additional Search Criteria: Additional filters to narrow your search

FAQs

What Salesforce objects can I create or update?

You can create, update, or search any standard Salesforce object (Account, Contact, Lead, Opportunity) as well as custom objects defined in your Salesforce instance. The integration dynamically discovers your Salesforce schema to support any object type.

Can I map Persona fields to custom Salesforce fields?

Yes, you can map any Persona data to custom Salesforce fields. When configuring the workflow action, you can specify both standard and custom field names (custom fields typically end with __c in Salesforce).

How do I handle records that might already exist?

Use the "Search Salesforce Record OAuth" action first to check if a record exists. Then, use conditional logic in your workflow to either update the found record or create a new one if no match is found.