You can push Sherlock data directly to your Salesforce account. With this integration, you can send the following Sherlock data to Salesforce:

  • User Engagement scores: All integrations will update all user scores in the integrated tool. 
  • Account Engagement scores: With some of the integrations (Salesforce, Segment, Intercom), you can also pass account scores. 
  • User/Account Segment presence: All integrations will add the Sherlock segments to which a user belongs to user profiles. For example, if a user is in the Most Engaged segment in Sherlock, that user will be tagged with that segment in integrated tool. 
  • User/Account Activation rate: Get the current Activation rate of any user/account in these other tools. 
  • User/Account Adoption rate: For each user/account you will get the adoption rate over the engagement period as well as the adoption rate for the entire life of the user/account.
  • User/Account Last active: We send a user and account's last active date.

SETTING UP YOUR SALESFORCE INTEGRATION 

**Anyone attempting to connect Sherlock with Salesforce will need to have Customize Application permission in Salesforce.

Step 1: Click Connect to Salesforce  from your Sherlock Destination tab.  

Step 2: Authorize Sherlock to access your Salesforce account. 

Step 3: Turn integration on to start pushing data: 

Step 4: Add Sherlock scores and segments as fields in Salesforce. Once you connect Sherlock to Salesforce, the Sherlock fields will become available. But you must configure Salesforce to make these fields "visible" (and again, you must have permission to Customize Access  to your Salesforce account). You can configure your Contact and Account pages in Salesforce to include these fields. 

The names of the Sherlock fields will look like this: 

  • User/Account Engagement score: Sherlock_{scoreName}_Score
  • User/Account segments: Sherlock_{scoreName}_Segments
  • User/Account Activation rate: Sherlock_{scoreName}_Activation
  • User/Account Adoption (over latest engagement period): Sherlock_{scoreName}_Adoption_Recent
  • User/Account Adoption (ever): Sherlock_{scoreName}_Adoption_Ever
  • User/Account Last Active: Sherlock_{scoreName}_LastActive

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