This article provides all you need to know on the integration between your Salesforce account and InfiniGrow’s platform, to enable seamless data syncing and analytics.
Follow the steps below to ensure a smooth integration process.
Key Features
OAuth 2.0 protocol: Establishes a secure connection using Salesforce's API and OAuth 2.0 authentication. This ensures InfiniGrow interacts with your Salesforce data without storing credentials, using secure tokens to act on your behalf.
Permissions control: Flexible permission settings that prioritize security while ensuring smooth functionality.
Customizable data sync: Synchronizes key data points from Salesforce, tailored to meet your business needs.
Integration options: By default, this is a one-way integration, meaning data is pulled from Salesforce into InfiniGrow. For businesses looking to export InfiniGrow data back into Salesforce, a two-way integration is available as an add-on at an additional cost.
Prerequisites
Before setting up the integration, ensure you have the following:
Salesforce account
Read-Only Access: Admin access is not required but will work if preferred. At a minimum, read-only permissions are needed for specific data fields.
InfiniGrow account
Admin Access: You must have admin permissions in your InfiniGrow account to set up the Salesforce integration. If you’re not an admin, please contact your Customer Success Manager (CSM) for assistance.
Permissions
Required Permissions in Salesforce
To set up the Salesforce integration, the following permissions must be enabled. InfiniGrow will pull data from all relevant objects based on your business needs. If an object is not relevant, it will be excluded automatically during the integration process. The list below includes the objects typically required for most use cases.
API Access: Grants the ability to read data through Salesforce API.
Check with your Salesforce admin to ensure API access is enabled, as this may depend on your Salesforce account’s edition.
Read Permissions - required for the following objects:
Accounts
Contacts
Opportunities
Leads
Tasks
Campaigns
CampaignMembers
Events
OpportunityContactRole: This object is used to store relationships between Contacts and Opportunities. For more details, refer to Salesforce's documentation.
InfiniGrow ensures flexibility by pulling data only from the objects you authorize and configure during the setup process.
Custom Objects
In addition to standard Salesforce objects, InfiniGrow fully supports the use of custom objects. If your organization uses custom objects to manage unique workflows or data, these can be included in the integration. Custom objects are particularly useful for companies with specialized data structures or processes, providing maximum flexibility in the integration.
Data Pulled
The Salesforce integration enables InfiniGrow to pull data that supports 3 core use cases:
Reflecting business outcomes on the customer journey: InfiniGrow pulls stage transitions from any object in Salesforce to reflect key business outcomes along the customer journey. This provides insights into how leads and opportunities progress through your funnel.
Generating touchpoints from activities: InfiniGrow pulls lead source fields from any object in Salesforce to generate touchpoints that represent the activities and campaigns contributing to customer acquisition. This ensures complete visibility into the impact of your marketing efforts.
Segmenting data with custom objects: InfiniGrow can pull custom fields from Salesforce, enabling you to segment data in a way that aligns with your unique business needs. Whether you track custom metrics, categories, or statuses, these fields can be seamlessly integrated into your analysis in InfiniGrow.
System Fields Automatically Pulled
In addition to the fields selected for the integration, InfiniGrow automatically retrieves essential system fields to ensure accurate data processing and synchronization. These include:
Last Modified Date
Record ID
Created Date
Owner ID
For more details on configuring your funnel stages and leveraging lead sources and custom fields, refer to our guide: How to Configure Your Funnel Stages in InfiniGrow.
Data Sync Frequency
Data syncs occur at least once a day, ensuring that your data remains updated. If more frequent updates are required, this can be configured during the setup process.
One-Way Integration
This integration is read-only, meaning data is only pulled from Salesforce into InfiniGrow. Your Salesforce records remain unchanged during the process.
If your business requires a two-way sync to push data from InfiniGrow back into Salesforce, please contact us for more information.
Troubleshooting
Common Issues
Permission denied: Verify that the Salesforce user account has the necessary permissions.
Connection failure: Check network connectivity and ensure the Salesforce API is accessible.
Support
If you encounter any issues, please contact your Customer Success Manager (CSM) for assistance. Alternatively, you can reach out to InfiniGrow Support at [email protected].