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Integrate Salesforce

Connect your Salesforce and map your Lead, Account, and Contact fields to manage your lead flow from Radius. Then, create a model specific to your business goal to build your analytics intelligence.

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.

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 while 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 your Salesforce instance stays connected.

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.

Prepare for Integration

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. After you integrate Salesforce, your system syncs with Radius and kicks off the data matching process. Data matching can take some time, so we’ll send an email when it’s done. After the initial sync, Salesforce syncs with Radius every 30 minutes to keep 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.

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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Additional Setup

Use Radius to append firmographic and contact data, prioritize your leads and accounts, or allow your sales reps to view, search, and filter business and contact data right from CRM records, and add leads and contacts directly to Salesforce.

 

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