# Connecting Salesforce

{% hint style="info" %}
Salesforce integration is **READ-ONLY**
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#### Read Data from Salesforce

**Step 1.** Go to the “Connections” tab from the navigation and tap on the **Salesforce icon** in the Integrations section.

<figure><img src="/files/JNgwT2G1ZcOLB8eiX6ZX" alt=""><figcaption></figcaption></figure>

**Step 2.** Log into your Salesforce instance. Please make sure you have access to set-up an API integration. 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

<figure><img src="/files/utciFBOAa3gEvvKizSk4" alt="" width="375"><figcaption></figcaption></figure>

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

<figure><img src="/files/OOLIBFCNFI73OolJxARX" alt="" width="375"><figcaption></figcaption></figure>

**Step 5:** Primer will start importing and processing your records. [Learn more here](https://support.sayprimer.com/primer/integrations/connecting-salesforce-to-primer/salesforce-data-ingestion).

{% hint style="info" %}
**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&#x20;
{% endhint %}

When importing records from Salesforce into Primer, we need to match your Salesforce records to our Primer database 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.

<figure><img src="/files/lk8mkdiI4PWIJAl7YNef" alt=""><figcaption></figcaption></figure>

**Step 6:** Use Salesforce filters when building your audiences. [Learn more here](https://support.sayprimer.com/primer/building-audiences/how-to-build-an-audience/salesforce-filter-criter).

<figure><img src="/files/n7Iiy8KGmdaSV3Bjt9hZ" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
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.
{% endhint %}


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