Salesforce

salesforce isn’t only the market leader in customer relationship management software—it’s also the gold standard all new crm products measure themselves against it’s designed for both small and large businesses and boasts many features to accelerate sales, automate tasks, and improve company workflow popular features include lead and contact management, workflow automation, and customizable reports and dashboards what can you do with salesforce in custify? segment your customers based on data from salesforce, such as annual revenue define lifecycle stages based on account types and make sure customers stay on track with tasks and alerts build customer success playbooks based on annual revenue create health scores based on data like annual revenue auto assign leads to a csm based on preset kpis or immediately upon signup activation salesforce can be integrated in either full or enhanced mode full mode turning on the integration in full mode will create new companies and people in custify when new entities (that are not existing yet in custify) are added in the system and will also update the existing entities with new attributes enhance mode turning on the integration in enhance mode will only update the existing custify accounts the primary source of truth will be your backend, you will continue updating the companies and people through api, but the data will be enhanced with new attributes from the system in order to successfully integrate with salesforce in enhanced mode, the first step is to make sure that you have a unique matching attribute in both custify and salesforce depending on how you store data in salesforce (user level, company level or both), the unique matching attribute that must be present in both systems should be company (salesforce company id ) users (user id or email address) we strongly recommend using an id (e g company id) instead of a name (e g company name) in most cases, there are mismatched names (duplicates or typos) that prevent the integration from syncing for these accounts here’s how you can bring the salesforce id in custify automatically imported via api (recommended) manually added or using the csv importer (not recommended) here’s how you can bring the customer id in salesforce automatically imported via api (recommended) manually added (this can be done during the sales process) advanced settings are available as well, both for companies and contacts filtering – allows you to decide exactly what entities you want to import from salesforce, by giving you the possibility to whitelist or blacklist entities based on defined conditions custom mapping – allows you to decide if you want some mapping to be done between the attributes that are currently existing in salesforce and the default attributes existing in custify 2way sync – this allows you to export custify attributes to salesforce more details about this option can be found https //www custify com/kb/knowledgebase/enabling salesforce 2 way sync/