Connecting Salesforce to Primer
Here is a quick guide to help you connect Primer to your Salesforce instance. This will allow you to leverage Salesforce fields as filters for your audiences.
We're thrilled to announce that this feature is on the horizon and will soon be part of Primer 2.0, our latest and improved version yet. While we put the finishing touches on this enhancement, we encourage you to continue using Primer 1.0 if you'd like to connect your CRM. Thank you for your patience and enthusiasm as we work to bring you the best experience possible.
Read Data from Salesforce
Step 1. Go to the “Integrations” tab from the navigation and click “Connect” button in the Salesforce section
Step 2. Confirm by clicking “Connect” button in the modal.
Step 3. Log into your Salesforce instance. Please make sure your Salesforce administrator has granted you access to set-up an API integration. Your user should have access to read Lead, Contact, and Account Objects. Access to Campaigns for bulk Campaign import and access to Opportunities for conversion tracking is also recommended.
Step 4. Select your Salesforce Account to connect to Primer
Step 5. Confirm that your Salesforce instance is now connected to Primer.
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