Use the Salesforce Connection to synchronize customer profile data between BlueConic and Salesforce. This bi-directional connection allows you to schedule batch imports and exports, enriching BlueConic profiles with CRM data and empowering Salesforce users with detailed customer insights.
Connection details:
Goal types: Import and export
Frequency: Batch (scheduled or manual)
Before you begin
Confirm you have the necessary Salesforce permissions to set up and run this connection. These permissions include: API Enabled, Manage Data Integrations, and View Setup and Configuration.
Ensure you have the correct Salesforce credentials.
Define which data will be synchronized between Salesforce and BlueConic.
Create a Salesforce Connection
Click Connections > Add Connection.
Select the Salesforce connection from the popup window.
Enter the name and metadata details for the connection.
Click Save.
Select whether to make this connection available to notebooks.
Select whether to get email notifications when the connection runs or fails to run.
Authenticate
Confirm you are logged out of Salesforce.
On the Set up and run page select Connect with Salesforce.
Check Enable if you want to use a Salesforce sandbox environment. The instance URL or path to your Salesforce instance is shown.
In the window, enter your Salesforce username and password and click Log In.
Once authenticated, the connection automatically appears.
Note: Authorize BlueConic with a separate Salesforce user (not your own) for data transfer. This prevents report disruptions. Adjust Salesforce settings accordingly.
Configure the import
Generate the import goal
Select the Import data into BlueConic goal.
(Optional) Edit the name to describe your import. Click away and the name will update.
1. Select the Salesforce object type to import data from
Choose whether you're importing data from Salesforce leads, contacts, or persons.
Select a profile property to store the object type. Select the default profile property, Salesforce Objecttype or use a different one.
Note: Salesforce person objects will only appear in BlueConic if the person object is available in your Salesforce environment.
2. Match identifiers between Salesforce and BlueConic
Select a Salesforce identifier and its corresponding unique identifier.
Check the box Allow creation of new profiles in BlueConic for unmatched entries.
3. Map Salesforce data to BlueConic profile properties
Select Add mapping.
Select a Salesforce field and the BlueConic profile property it should map to.
Select how the value should be imported:
Set to always set the value
Set if empty to only set the value if the profile didn't have a value yet,
Add to add another value to the audience
Sum to add a numerical value to the value in the profile.
4. Click the "x" icon that appears when you hover over the rule to delete it.
5. Click Save.
4. Import case data into BlueConic Timeline events
(Optional) click Add event data into BlueConic event.
Select Add mapping to map your Salesforce Service Cloud data to BlueConic Timeline event properties.
Select Add all event properties to import to bulk map all fields.
Select the date in Import cases from date to filter the data.
Configure the export
Generate the export goal
Select the Export data to Salesforce goal.
Edit the name to describe your export.
Click away and the name will update.
1. Select a BlueConic segment to export profile data from
Select the BlueConic segment whose profiles you want to export.
2. Select an object type to export data to
Select the object type in Salesforce to export data to.
Export data to.
(Optional) select Allow creating new leads or Allow creating new leads to create a new object in Salesforce (a new lead or contact) if no match is found. Note: You cannot create a new person in Salesforce with this connection.
3. Match BlueConic identifier to Salesforce identifier
Select the BlueConic profile property that will match to the Salesforce identifier. If you are allowing Salesforce to create new objects (in the previous step), you can match by email instead of IDs.
4. Map BlueConic data to Salesforce
Click Add mapping to select the BlueConic data to map.
Click the BlueConic icon to open a drop-down menu.
Select the type(s) of information to match and export:
Profile property: The value of a specific profile property.
BlueConic profile identifier: The unique identifier for a profile.
Associated segments: All segments, or a selection of one or more specific segments that the profile is associated with.
Associated lifecycles: All lifecycles this profile is associated with.
All viewed interactions (all time): The interactions that the profile has seen.
Permission level: The permission level set in the profile.
Text value: Enter any static text.
4. Select the Salesforce field this data will map to.
a. To narrow down segments,
i. Select only associated segments
ii. Enter the segment name
iii. (Optional) Replace the name of the selected segment with the value you want stored in Salesforce. Leave the field empty to use the BlueConic name of the segment.
Run the connection
Activate the goal
Check the goal you want to activate. We recommend testing import and export goals separately.
The green arrow indicates the active direction for the connection.
Run manually
To run the connection:
Turn the connection On.
Click Save.
On the Set up and run page, scroll to the Run history section.
Click Run now to run all activated goals in the connection manually.
The run appears at the top of the table.
Run on a schedule
Click the Settings icon.
Choose an option from the drop-down list to configure by:
Number of times per day
Days of the week
Days of the month
Weekday of the month
Select the time of day if required.
Click OK.
Click Save.
Confirm data exchanged successfully
See the total number of unique profiles imported or exported via the connection under Data exchange.
These are unique profiles - if the same profile is exported multiple times, it is counted as 1.
Next steps
Create and activate as many import and export goals as needed within this connection.
Add this connection an Objective (as needed), allowing for privacy management of the information that is being picked up.
FAQs
How many BlueConic connections can I have to a single Salesforce instance?
You can have a maximum of four active BlueConic connections to the same Salesforce instance. Creating a fifth connection will invalidate the authentication of one of your existing connections.
How do I access the log file for a Salesforce synchronization run in BlueConic?
If a problem occurred during synchronization, it will be noted in the "Details" section. To download the log file for a specific run, hover over that run. A "Download log" icon will appear on the right. Click this icon to download the log file.