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Integrate Salesforce

Integrate Salesforce and then create a goal to analyze an individual stage in your marketing funnel, a sales opportunity, or a campaign objective.

For example, you may want to improve marketing qualified leads (MQLs) by defining the various steps prospects take before they are qualified, such as download a white paper or opens five emails. 

Who can use this feature?

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

Prepare for Salesforce

Here's what you'll need.

  • A dedicated Radius user in Salesforce with API access and Administrator permissions. You'll use this user to connect Salesforce.
    • Read, Create, Edit access to Campaigns and Leads.
    • Read access on Accounts, Opportunities, and Contacts.
    • Marketing User checkbox enabled in User Detail.
  • A list of your Salesforce Lead, Account, and Contact fields. You’ll map them with Radius fields. Review our Radius-Salesforce Field Mapping Reference to know which fields map to standard Salesforce fields and which fields you'll create in Salesforce.

  • Have your predictive model defined. You'll add this model as a Radius Goal. Check out our documentation on adding your first goal.

Integrate Salesforce and Add a Goal

Integrate Salesforce, map your fields, and then define your outcome model. Once you integrate Salesforce, we sync every 30 minutes to make sure your data is up-to-date. 

  1. Go to the main menu, then select Integrations.

  2. Under Available Integrations, find Salesforce and click Connect.

  3. Follow the wizard to enter your Salesforce username and password, map Radius fields to Salesforce fields, and set up a goal.

Once you finish the integration, Radius begins the data matching process. Data matching can take some time to finish so we’ll email you when it’s done. 

Review Your Goal's Success Rate

Success Rate determines how you perform, not how successful your team is at closing business.

So, a good way check if your goal is realistic is to review the success rate for 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. 

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