What this is
Salesforce CRM stores data as standard objects, which behave like tables. Although Salesforce has many standard objects, Zeotap CDP supports data sync from all standard objects and custom objects associated with a particular Salesforce account.- For the list of all standard Salesforce objects, refer to the Salesforce standard object reference.
- To learn more about how Zeotap interacts with custom objects created in Salesforce, refer to the Salesforce custom object reference.
Supported identifiers
Some standard objects — Account, Contact, Lead, Case and Opportunity — contain columns corresponding to first-party user IDs, which can facilitate user matching. Make sure you ingest the user ID in such cases.Sync frequency
The first data sync takes place once you create the source. Subsequent syncs take place based on the refresh frequency that you select. The following sync frequencies are supported:- Daily
- Weekly
- Monthly
Example use case
An automobile manufacturer can use the Salesforce CRM integration to streamline its data management. By syncing data from Salesforce’s Account, Contact and Lead objects, the manufacturer centralises customer information and uses the first-party user IDs those objects carry for user matching. That makes it possible to build targeted marketing campaigns, personalise communication with prospects and customers, and track the customer journey. Choosing a sync frequency keeps the data current for decision-making and customer engagement.Set up the source
Create a Salesforce CRM source
Set up the connected app on the Salesforce side and collect the connection details it returns, then create the source in Zeotap CDP and choose the Salesforce object and the fields to ingest.
Best practices for Salesforce CRM source
What to get right while configuring: at least one user ID per source, accurate country-to-region mapping, valid country values in the records, and the catalogue mapping.
Next steps
- Decide whether the data you are ingesting is customer data or non-customer data — see supported data entities and customer data.
- Once the source is created, map the incoming fields to Zeotap’s catalogue — see map the catalogue for customer data.