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How to sync experience data from Mutiny to Salesforce
How to sync experience data from Mutiny to Salesforce

Sync experience data to Salesforce for attribution and ROI reporting

Updated over a week ago

When enabled, Mutiny will sync experience impression data to Salesforce using Campaigns and Campaign Members. Mutiny will create a new Campaign for each Mutiny experience you sync and then add Campaign Members. Mutiny will add campaign members for any Lead or Contact who has seen that experience. For outbound experiences that are based on a company list, Mutiny can add Accounts as campaign members if you have enabled Accounts as campaign members in Salesforce.

This article will review

Enable the syncing of experience impression data to Salesforce

Step 1 - Check user type and permissions

The Mutiny Salesforce integration requires that the Salesforce user is a Marketing User and has Campaigns permissions.

Step 2 - Download and install the Mutiny Reporting Package for Salesforce

In order to sync your data from Mutiny to Salesforce, the permission to create and update campaigns (campaign object permission) and campaign members (campaign member object permission) needs to be granted and a variety of custom fields for Mutiny data need to be created within Salesforce. In order to automate the process of granting this permission and creating these fields, please download and install the Mutiny Reporting Package. To do so, please navigate within the Mutiny app to Integrations>Salesforce and Download Mutiny Reporting Package.

After downloading the package, you will be redirected to Salesforce to log in and install the package. It is advised to select "Install for All Users" or "Install for Specific Profiles...", if selecting the latter please be sure the package is installed for all profiles of users who will want to view Mutiny data.

Some users may not have permissions to install the package. If this is the case, please contact your Salesforce admin for assistance. To learn more about installing packages in Salesforce, please refer to this documentation.

Step 3 - Confirm that the Mutiny Reporting Package has been installed

Within Salesforce, navigate to Set Up>Apps>Packaging>Installed Packages. Confirm that the "Mutiny Salesforce Integration" package is installed.

Step 4 - Assign permission set to relevant users

In order to build reports with Mutiny data within Salesforce, users will need access to the Mutiny custom fields. Make sure that the "Mutiny Admin" permission set is assigned to all users who will be building reports.

To do this, an Admin within salesforce should navigate to Admin>Users>Permission Sets>Mutiny Admin>Manage Assignments.

The admin should click "Add Assignment" and add all users who will want to view Mutiny data and build reports with Mutiny data.

Step 5 - Configure Website Experience Settings

Select website experiences to sync

You can select which of your Mutiny inbound experiences should sync to Salesforce. For each experience selected, Mutiny will create a new Campaign in Salesforce.

By default, all active experiences are set to sync to Salesforce.

Set Website Experience campaign field values

Define the values for campaign fields for the campaigns that Mutiny creates for website experiences. Any changes will apply to existing and future campaigns.

NOTE: This step is required for any Campaign fields that are required in your Salesforce instance.

Specify campaign member status mappings

Define how to handle mapping impression types to Salesforce campaign member statuses. More information about Salesforce Campaign Member Statuses can be found here.

Step 6 - Configure Outbound Experience Settings

Next, follow the same steps as Step 5 for Outbound experiences.

Step 7 - Confirm reporting state and enable the integration

Review the reporting state to confirm that the Integration is ready to sync data. Switch the toggle to "On" to enable the sync.

Step 8 - Review Mutiny data in Salesforce

Mutiny updates data in Salesforce once a day. You can also manually request updates by selecting "Sync now" in the Salesforce Integration page.

How Mutiny data will appear in Salesforce

Note: to create campaign reports with Mutiny data, the user must have field permissions granted for the Mutiny custom fields. To learn more see above.

Salesforce Campaigns

Each Mutiny-created Salesforce Campaign represents a distinct experience in Mutiny. To view Mutiny data in Campaign detail views, please add Mutiny custom fields to page layout.

For each Campaign that Mutiny creates for you, you can expect the following information:

Standard Campaign fields

  • Campaign Name: Mutiny Experience [Mutiny Experience Name] for [Segment Name]

Custom Mutiny Campaign fields

  • Mutiny Experience Name: The name of the Mutiny experience

  • Mutiny Segment Name: The name of the Mutiny segment targeted in the experience

  • Mutiny Experience Page: The page the Mutiny experience is running on

  • Mutiny Experience URL: A link to the experience in Mutiny

Other custom Campaign fields

  • Mutiny will set the value of any custom field based on the values you define in Mutiny. Learn more.

Salesforce Campaign Members

Each Campaign Member in a Mutiny Salesforce Campaign represents a Lead or Contact or Account that saw the Mutiny experience.

Custom Campaign Member fields

  • Mutiny Variation Name: The name of the specific variation of the experience the visitor saw

  • Mutiny Personalized Impression Count: The total number of times a visitor has seen a personalized version of the experience

  • Mutiny Control Impression Count: The total number of times a visitor has seen the control version of the experience

  • Mutiny Total Impression Count: The total number of times a visitor has seen the experience.

  • Mutiny First Personalized Impression Date: The date that a visitor first saw a personalized version of the experience

  • Mutiny Last Personalized Impression Date: The date that a visitor last saw a personalized version of the experience

  • Mutiny Converted: TRUE/FALSE representing if the visitor performed a conversion event set as the goal of the experience

  • Mutiny Conversions: A comma-separated list of conversion events performed by the visitor

Next Steps

Now that your integration is set up, head on over to this article for some sample reports you can build to help you see the value of your Mutiny Experiences in Salesforce.

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