Note: This is a v1 integration. We continue to explore alternatives such as using Connected Apps.

As with most pull integrations, the Salesforce integration aims to import customer profiles for targeting in Webtrends Optimize.

With tables are joined together and ID associations built, you will be able to target users based on the imported data using the Segment Builder in Optimize.

For this integration, we will need:

We recommend creating a dedicated user for this project to avoid sharing your personal account's passwords and tokens.

In Settings > Setup, find Adminstration > Users > Users:

Click New User

Provide the relevant detais. We recommend using a "read only" profile and we don't need write access for this project:

Salesforce has very granular permission sets - please make sure at that a minimum, you enable API access and access to the areas (tables) that you want to ship to Webtrends Optimize.

Note: Don't forget to verify your user when the email comes through from Salesforce.

Username, password: You will use these to login to the salesforce platform.

Access token:

Head to your user > settings:

My personal information > Reset my security token:

Click "Reset Security Token"

You'll be asked to check your email:

You should receive an email from Salesforce with the new token:

Login URL: Some users of Salesforce will operate on custom domains. Most users will use login.salesforce.com as their default login gateway, despite your access to the salesforce platform perhaps going through a URL similar to: https://customer-innovation-48772.my.salesforce.com/

Tables to import: Salesforce CRM has many tables, plus the ability to store custom tables. If there is something useful in tables other than Account and Contact, make a note of which other tables you'd like to import.

For example: Importing the Opportunities table may give us access to helpful information we want to target Contacts with a high % probability with a "Get in touch" style message.

Note: To avoid importing tables with sensitive data, we require you to be clear in what data you want us to import, instead of us downloading everything as default.

How to connect the dots: Are we hoping to match by email address, or a user ID? Where on the website would we hope to find these pieces of information?

Also, which data points do you want to be able to segment by? To support data privacy, we typically discard data we don't intend to use. Please be clear on which data points you intend to leverage.

Schedule to import: We typically import once per day at around midnight, but this may be overkill for some customers who have slower-moving data. Please consider schedules beforehand, although this can be easily tweaked if needed.

We will be using Azure Data Factory for this integration, which requires a Teams/Zoom/Google call to share details and test the integration.

We will be able to view the imported data, and make sure the fields you wish to access are copied over to a storage account Optimize.

We will then have an exercise on our side to connect the imported data to our Javascript tag, based on the rules you share for "connecting the dots".

Once established, there will be two mechanisms for reading back the data you've imported.

All imported data will be accessible in the WTO datalayer.

This information is populated before your experiments run, where lookups are successful.

This is especially useful when placeholdering data, or for calculated outputs.

With the same names found in the above data object, you will be able to target users using the Segment Builder in Optimize

With you, we will go through this exercise:

Create a new copy data task:

New source with a connection to Salesforce V1

Enter the username, password, token, and set API versoin to 54.0

It'll test the connection (takes a while):

And then select the tables we want to import

Select Azure Blob Storage as our destination

Run the job, validate the output.

Once done, we will set up change hooks so when new data comes in, we will respond to it automatically to rebuild the data kept in Optimize for targeting.