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  • Welcome to Primer!
  • Managing Your Account
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  • Product Changelog
  • An Introduction to Primer's Database
  • Connections
    • Connecting the Primer Web Script
    • Setting up Connections
      • Connecting Salesforce to Primer
        • Salesforce Requirements and Permissions
        • Troubleshooting Your Salesforce CRM Connection to Primer
      • Connecting HubSpot to Primer
        • HubSpot Requirements and Permissions
        • Troubleshooting Integration Errors
  • BUILDING AUDIENCES
    • How to Build an Audience
      • Primer Filter Criteria
        • Department Definitions
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      • Salesforce Filter Criteria
      • Using CSVs as Filter Criteria
      • Understanding Salesforce and CSV Match Rates
      • Performant Audience Sizes
    • Managing Audiences in Primer
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  • SYNCING AUDIENCES
    • Syncing Your Audience
    • Google Ads
      • Applying Exclusion Audiences to Search Campaigns
      • Apply Audiences to PMax Campaigns As Signals
      • Apply Audiences to Demand Gen Campaign
      • Google Match Rates
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    • LinkedIn Ads
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      • Facebook Intro for B2B Marketers
  • TROUBLESHOOTING CONNECTIONS
    • Meta Troubleshooting
      • Error: Facebook Custom Audiences Terms of Service
      • Error: Facebook Ad Account Not Associated with a Business
      • Error: Facebook Permissions
      • Issue: Junk Leads Because of Advantage+ Audience Setting
      • Error: Too Many Custom Audiences in Facebook
    • Google Troubleshooting
      • Error: Google "Please verify that the account has been whitelisted."
      • Troubleshooting: How to Share Audiences Between Google Ads and DV360
      • Trouble Locating a Specific Audience in Google
      • Trouble Understanding Google Match Rate vs. Audience Size
    • Other
      • Error: Miscrosoft "Customer List Terms And Conditions Not Accepted"
  • UNDERSTANDING PERFORMANCE
    • Benchmarking Success
    • Match Rate vs. Reach Rate
  • Learn More
    • Conversion Lift Analysis (Beta)
    • Experimental Ad Destinations (Beta)
    • Primer Playbooks & Use Cases
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        • Paid Social Lead Generation
      • Ad Audience Best Practices
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  1. Connections
  2. Setting up Connections

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.

PreviousSetting up ConnectionsNextSalesforce Requirements and Permissions

Last updated 4 months ago

We're thrilled to announce that this feature is live to Primer 2.0 and You can connect Salesforce on integration page to start using your first party filters

Read Data from Salesforce

Step 1. Go to the “Integrations” tab from the navigation and click “Connect” button in the Salesforce section

Step 2. 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 3. Select your Salesforce Account to connect to Primer

Step 4. Confirm that your Salesforce instance is now connected to Primer.

Ingestion Rate: 400,000 records per hour. Example: 100K accounts + 300K contacts + 300K leads + 50K opportunities + 10K campaigns + 40K campaign members = 800K records = 2 hours to ingest

When importing records from Salesforce into Primer, we need to match your Salesforce records to our Primer databse to ensure a consistent match rate to ad platforms. The "object match rate" refers to our ability to confidently match an account, contact, or lead object to an existing record in our repository. Because we "pre-match" Salesforce to our database, whenever you build an audience in Primer, that audience is much more likely to achieve a good match rate in ad platforms like Google, Meta, and LinkedIn.

If you're using a standard Salesforce field, it will load quickly right from the start since it's a first-class field. For custom Salesforce fields, the initial estimation might take longer the first time you use it. However, once it's used, we'll mark it as a first-class field, ensuring it loads very quickly in future uses.

Step 5: Primer will start importing and processing your records. .

Step 6: Use Salesforce filters when building your audiences. .

Learn more here
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