When you integrate your Salesforce (SFDC) instance with Mutiny, you can create segments based on SFDC data, build 1:1 personalized outbound landing pages, and dynamically insert SFDC data into your experiences.
How it works
Mutiny can integrate with your Accounts, Contacts, Leads and Opportunities SFDC tables. Mutiny connects your visitor with their SFDC record in a few different ways, depending on which other tools you have.
You can create segments for your inbound traffic based on any data you have in any of your Salesforce tables. Using your Clearbit Reveal integration, Mutiny will match a visitor's domain to their Salesforce Account or Opportunity record.
To access contact-level data fields (Leads or Contacts), you will need to use Segment or implement Mutiny's API. Mutiny joins to these tables using the visitor's email.
If you use Segment, the user's email is passed automatically and you will not need to do any further implementation.
If you don't use Segment, you will need to use Mutiny's API to send the visitor's email when they sign up or sign in, or when otherwise available.
When you have defined your segment using a SFDC definition, you will be able to dynamically insert any SFDC data you have mapped (see step 4 below).
With outbound personalization in Mutiny, you can create 1:1 personalized landing pages for any contact or account in Salesforce. Once your data is mapped on the Integrations page, you can add it to your outbound campaign by selecting SFDC as your data source.
In order to sync data daily, Mutiny needs to use offline_access with the refresh_token permission in Salesforce. Learn more about permissions.
Integrating with Salesforce and mapping data fields
Step 1 - Activate your Salesforce integration
Select Integrations from the left side pane and click on Salesforce. On the next page, click "Connect to Salesforce" in the top right corner.
Step 2 - Use OAuth 2.0 to connect Salesforce to your Mutiny account
After clicking to connect, you will be taken to a page where you can login or OAuth into your SFDC instance. Don't worry, Mutiny will only access the data you map for the integration (which you can always change at any time).
Step 3 - Set your source table
Select all tables from Salesforce you would like to use as a data source. See more about mapping tables and columns here.
Step 4 - Map your columns
Select whichever columns you want to use to segment and/or personalize in Mutiny and click "Map Columns." Mutiny will suggest a few common columns, but you can also enter your own custom columns.
Don't worry about Mutiny eating up your API calls - we take a very conservative approach. For inbound, there is a limit to the number of API calls we will make daily. For each table that you map (Accounts, Contacts, Leads and Opportunities) we need to do one API call per 2000 records you have in that table. To keep your data fresh, Mutiny will receive a steady stream of fresh data from Salesforce.
Here’s an example of how to calculate the number of API calls we will do per day:
Accounts table: 50k records
Contacts table: 70k records
Leads table: 100k records
Opportunities: table 40k records
We’ll need to make: 25+35+50+20 ~= 130 API calls/day.
If you are using the Salesforce integration for outbound personalization, you can specify how often you want Mutiny to check Salesforce for updates to your campaign data. When you are setting up your campaign, Mutiny will give you an estimate of how many API calls selecting each refresh frequency will generate.
There is a max of events we can receive from you in 24hrs, that limit depends on what your Salesforce plan is.
That's it! You can now personalize your inbound and outbound experiences using Salesforce data.
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If you have any questions, we’re here to help! Please feel free to contact us at any time, either through intercom chat or via email@example.com.