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 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 4. Select your Salesforce Account to connect to Primer

Step 5. Confirm that your Salesforce instance is now connected to Primer.

Step 6: 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

Step 7: 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.