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Connecting Salesforce to Primer

Here is a quick guide to help you connect Primer to your Salesforce instance
Salesforce is both a Source when building Audiences and a Destination where Audience data can be sent.

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.

Write Data to Salesforce

Prerequisite: In order to be able to write data to Salesforce, you must first set-up integration for Primer to read data from Salesforce.
Step 1. Click “Connect” in the “writing to CRM” section of the Salesforce Integrations page.
Step 2. Enter your credential into Salesforce connector. This step uses a Salesforce connector called “Census” and you may notice its logo in the log-in pop-up.
Step 3. Set up Object Mapping. At this point, you can also set up custom attribution for data being sourced from Primer. For example, some users find it useful to fill the field Source to say “Primer” when a new record is being created by data from Primer. You can fine-tune if write action only occurs upon “Update” or both “Create and Update”
Step 4. Map fields for the objects you want to write to. Some fields will be required and you can set-up sync rules here. If writing to the Account object, you will need to create an external identifier field called Primer ID with an API name of Primer_ID__c.
Step 5. Test Integration. We will set up a Salesforce test connection and write a sample record to your instance for confirmation. Please confirm that the record exists and is synced based on your specified sync rules. You can delete this test record at anytime.
Step 6. Your integration is now ready and you may select Salesforce as a destination for your audiences!