Salesforce Integration

Salesforce is a commonly used CRM platform. Revenue teams store all of their contextual data on customer interactions in Salesforce. However, this contextual data is hard to analyze alongside product usage metrics that live in other systems. Correlated makes it easy to combine your customer data in Salesforce with other data sources so that you can view how your customers are doing on an account basis.

Before You Get Started

Your permissions in Salesforce will impact what data you can access in Correlated. When we use your account to connect to Salesforce, we will only be able to see the data that you are allowed to see. As a result, we would suggest connecting to Salesforce using an account that has admin privileges.

Please also note that your Salesforce account cannot be a trial account in order to integrate with Correlated.

Getting Started

  1. Log into the Correlated application.
  2. Click on Integrations in the left navigation.
  3. Click "Connect" on the Salesforce card and then "Connect with OAuth" - you will be redirected to Salesforce to authenticate and authorize our application.

Configuring Your Integration

Once you've connected Salesforce, you'll want to tell Correlated what fields matter to you. This is important as you only want to surface fields that you think are valuable to the team using Correlated.

  1. Click on Integrations in the left navigation.
  2. "Edit" the Salesforce Integration.
  1. Select the "Configuration" tab. In order to help Correlated map your Salesforce objects to the right Accounts and Users, you'll need to give us your Account ID and User ID fields.
    Note: These IDs should be consistent with the IDs you use in other data sources connected to Correlated.
  2. Click "Connect Accounts" and select the proper Account ID field.
  3. Click "Connect Contacts" and select the proper User ID field. You'll be prompted to add the Account ID here as well, but this step is optional.
  4. Once it's connected properly, click "Add Fields" to select the fields you want to access in Correlated.
  1. When you're done selecting fields, click "Save." From here, you'll see a list of every property connected and you can access them as Dimensions from the Playbook/Signal builder.
    Note: You can come back to the integration and add additional fields at any time!