An Introduction to Integrating with Salesforce

This article covers the following:

  • Overview of How the Integration Works
  • What Can You Do with The Integration?


Here's an overview of how the integration works:

  • An integration with Salesforce.com allows information to be shared between Salesforce and the AdvocateHub, primarily for the purpose of creating robust advocate profiles based on information from their contact record in Salesforce
  • An AppExchange Package that allows you to add custom objects into your Salesforce layout. These custom objects will then be populated with information from the AdvocateHub.
  • Professional Edition users of Salesforce must have the integration via Web Services API enabled (typically not included in the default Professional Edition)

These are the functionalities you'll have access to by using our Salesforce-AdvocateHub integration:

  1. Update an advocate's profile with information from their Salesforce Contact Record for better segmentation. Learn more about Automatic Customer Data Import
  2. The integration with SFDC will enrich your advocate data in your AdvocateHub with SFDC data. This additional data can be used to segment your advocates and better target which advocates should receive certain challenges as well as automatically  adding  to Groups.

  3. Surface a list of Advocacy Activities completed by an advocate on their contact record in Salesforce. Learn more about Viewing Advocacy Information In Salesforce.
  4. You're about to  call  a customer and you know that they are an advocate. You want to recognize them for what they've done. When an advocate completes a challenge activity, redeemed a reward, made a referral or performed other activities, you can display these activities on the SFDC Contact Record. This will give your front line customer teams like Account Managers the visibility they need to properly recognize advocates during their regular meetings or especially contract discussions.

    An SFDC contact record is also updated with the date they were added to your AdvocateHub as well as the day they actually joined. This data can be used for other purposes such as passing it to your marketing automation system for segmentation purposes to identify advocates

  5. Allow Salesforce users to nominate Salesforce contacts to become advocates. Learn more about Nominating Contacts In Salesforce.
  6. Connecting SFDC and Influitive will allow any SFDC user the ability to recommend potential advocates (called "nominees") that should be added to your AdvocateHub. This is typically done  by  adding a nominate button to your SFDC contact record. You can decide if you want to automatically send out an invite to these newly added nominees or review these contacts first and send a more personalized invitation.

  7. Allow advocates to suggest referrals that are then passed into Salesforce. Learn more about Referrals 2.0.
  8. Your sales team always wants qualified leads. One of the great benefits of the AdvocateHub is that it easily allows you to put your advocates to work to generate referrals for your sales team. The AdvocateHub expedites the process by seamlessly passing these leads to SFDC and updates the SFDC lead source to "Influitive" so you get the credit!

  9. Report on advocacy within Salesforce. Check out these Salesforce Dashboards for inspiration.
  10. Allow Salesforce users to request a reference call with an advocate for an active opportunity. Learn more about the Reference Request Feature.
  11. Have you had a sales rep come to you needing a  last-minute reference? Of  course you have! SFDC users can easily request that a reference challenge  is  created in your Advocate Hub. On the SFDC Opportunity record a "Request a Reference" button can be added that will allow the SFDC user to simply notify your Advocate Hub administrator that a certain type of reference is needed or allow the Salesforce.com user to create the challenge themselves. Reps can customize the requirements for their reference and narrow it down to a reference that meets their specific needs.
    The following is a screenshot of the Request a Reference feature in SFDC:

So if you have Salesforce, don't wait to take advantage of these great features. To get started, be sure to review the AppExchange Package for AdvocateHub Installation Guide.

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