Salesforce: Information Flow Between Salesforce And AdvocateHub
Salesforce To Influitive Data Flows
Influitive can integrate with your Salesforce contact database on a nightly basis using criteria of your choosing.
Influitive could import new advocates in order to invite them into the program, in addition to updating existing advocates with information that could be leveraged for segmentation purposes. For Influitive to import those advocates via custom criteria, the Salesforce credentials used by Influitive should have the right security privileges to read those specific fields in Salesforce. With regards to the data being populated, Advocate data could be populated from the Contact, Account, or any relational object to the Contact (Master Detail and Lookup relationship).
Influitive will not create Advocates that do not contain an email address, and will naturally deduplicate each import by email address.
We recommend a default query in the integration to pull any contact that has a “Date Added to AdvocateHub” (a field provided in the AppExchange package that Influitive maintains), to ensure that Influitive is updating all the existing advocates. In addition to this default, new criteria could be added to bring in “Nominees” (pre-invited advocates) from the import to Influitive from Salesforce.
Request A Reference
Influitive provides a button through the AppExchange package that could be added to an Opportunity Layout where Salespeople can facilitate a Reference Request Challenge in Influitive. Influitive would read from Salesforce the Opportunity ID, and the Account ID on the Oppotunity . The Influitive system leverages this information in order for sales users to browse who the reference call is for, in addition for Influitive to write Referral Advocacy Activities to Salesforce Opportunities that contain a reference.
Influitive can track the progression of referral leads in the sales cycle, by setting up Salesforce Workflow rules when certain criteria are met (for instance a Lead is converted to an Opportunity) which then update the Influitive in referral to progress to a new milestone in Influitive (for instance, the Influitive Referral is now "Qualified". For more information, consult this article.
Influitive To Salesforce Data Flows
Date Added to AdvocateHub and Date Joined the AdvocateHub
These two fields reside in the Contact record in Salesforce and provided by the AdvocateHub AppExchange package.
Whenever a record is added to AdvocateHub, or when the Advocate registers to be a participant of AdvocateHub, if there is no Salesforce Contact ID, Influitive will perform a lookup in Salesforce via email address to retrieve the Contact ID. Subsequently our system will update these two date fields in the contact record. In addition, whenever the ‘Contact ID’ field in the AdvocateHub is changed, Influitive will update the two fields “Date Added to AdvocateHub” and “Date joined the AdvocateHub”.
Influitive does not create contacts/accounts in Salesforce, when there are advocates in the AdvocateHub that do not reside in Salesforce.
Advocacy Activities Custom Object
All Challenge participation activities we track within the AdvocateHub are passed over to a custom object in Salesforce entitled “Advocacy Activities”. This object is associated to the Contact record via a master detail relationship. When the advocate that performs the activity does not have a ContactID Influitive will perform a lookup into Salesforce via email address to retrieve a Contact ID before writing the activity to the Contact Record.
If there are duplicate contacts with the same email address, a random contact will be chosen (however this relationship can be changed manually if a different contact is preferred to be mapped).
When an advocate suggests a prospect in a referral form, a lead is created with the default lead assignment rule in Salesforce.
An administrator of the AdvocateHub can specify whether the Lead would be created/updated via the Influitive System, or alternatively the referral information can be sent to a Marketing Automation system for de-duplication/lead scoring analysis. (Currently Eloqua, Marketo, HubSpot, and ActOn).
They can also configure the referral configure the append a Lead Source, Campaign for each referral lead in Salesforce.
For more information on setting up pushing leads to Salesforce or your marketing automation system, consult this article.