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Integrate Salesforce

Connect your Salesforce account, map your Lead, Account, and Contact fields, and model your business goal. This way, you can identify and address core data improvements, get new prospects from Radius, and uncover insights into promising prospects already in your Salesforce.

Who can use this feature?

  • Customers who use Salesforce Enterprise Edition or higher.
  • Users with Edit CRM configuration permission. By default, Administrators can add or edit integrations.

How It Works

Our Salesforce integration matches your Salesforce CRM to The Network of RecordTM and finds patterns in your most successful and unsuccessful customers by analyzing Account, Contact, Lead, Opportunity, Campaign, and Activity (task) data. This way, your organization gets total clarity into your data health, identifies the ideal customer profile, and has access to millions of businesses and contacts so you can reach out to your best prospects first. 

  • Our data matching engine compares names, emails, phone numbers, addresses, and tons of other attributes to find similarities between your Salesforce CRM and The Network of RecordTM.
  • Our goal modeling engine analyzes your Salesforce to identify patterns in your most successful and unsuccessful customers.
  • Our Salesforce integration syncs every 30 minutes to match and analyze new records or changes to existing records.

Prepare for Integration

Here's what you'll need.

Connect Salesforce, Map Fields, and Add a Goal

Integrate Salesforce, map your fields, and then model your goal. After your Salesforce syncs with Radius, our software kicks off the data matching and goal modeling process. Data matching and goal modeling can take some time, so we’ll send an email when it’s done.

  1. From the Radius main menu, select Integrations.
  2. Under Available Integrations, find Salesforce and click Connect.
  3. Follow the wizard to enter your Salesforce username and password and map Radius fields to Salesforce fields.
  4. Define your Won criteria by adding one or more rules describing qualified or successful outcomes. Specify whether your Won criteria need to meet any or all of the rules you set. 
  5. Define your Lost criteria by adding one or more rules describing disqualified or unsuccessful outcomes. Specify whether your Lost criteria need to meet any or all of the rules you set. 

Review Your Goal's Success Rate

A good way check if your goal is realistic is to review the success rate. Use a metric you have knowledge about outside of Radius to see if it aligns with how you've done in the past. For example, if your success rate for the financial industry is over 50% and you know you have never gotten those types of results before, you'll want to review your Won and Lost criteria. You may have defined rules incorrectly. 

  1. Go to the Insights tab. 
  2. View your overall Historical Success Rate at the top of the page. 

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