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.
Last updated
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.
Last updated
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.
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 5: Primer will start importing and processing your records. .
Step 6: Use Salesforce filters when building your audiences. .