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Integrate Salesforce

Integrate Salesforce in Radius, map your Leads, Accounts, and Contacts, and model your goal to set up predictive analytics and manage your lead flow from Radius.

Our Salesforce integration uses OAuth 2.0 Salesforce protocol to authorize and securely access data without revealing username and password credentials. Your data is encrypted and decrypted with AES-256 your data while it’s in transit to our secure data center. Once you've finished the integration, Radius syncs with Salesforce every 30 minutes to identify and analyze new records or changes to existing records. Throughout the process, Radius maintains a refresh token that ensures we have connection to your Salesforce instance.

Radius consumes and analyzes data from these types of Salesforce records.

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Campaigns
  • Activities (Tasks)

Our team has regular reviews to make sure we are always in full compliance with Salesforce.com’s partner security standards.

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.

Before You Start

Here's what you'll need.

Connect Salesforce, Map Fields, 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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