Connecting Salesforce

Integrating Salesfo with Primer allows you to leverage your Salesforce objects (like Contacts and Accounts) to create more precise and targeted audiences.

Salesforce integration is READ-ONLY

Read Data from Salesforce

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

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

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

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

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.

Step 6: Use Salesforce filters when building your audiences. Learn more here.

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.