With Chameleon's Salesforce integration, you use Salesforce contact and account attributes to target product tours. To learn about Salesforce visit our integration page.
This integration enables Salesforce to be a Data Source -- you can get Salesforce data into Chameleon.
The Salesforce integration is quick to setup - do so from within the Chameleon Editor, within the Integrations section. Simply hit "Connect to Salesforce".
1. Authenticating to Salesforce
This will launch the Salesforce OAuth flow and if you are not already logged-in, then you will have to do so.
Once you complete this, you should then be redirected back to the page you left with the Chameleon Editor, and you can complete the mapping of fields.
2. Mapping fields to link records
To enable data to be attached to the correct users within Salesforce and Chameleon, you need to associate the unique ID (UID) of a Chameleon user to the correct ID field within Salesforce.
The Chameleon UID comes from the data sent to Chameleon as part of installing the Chameleon code snippet. If you did this via Segment, then this will be the same UID used within the Segment code. If you did this manually, then it will be whatever UID you sent to Chameleon as part of the
Ensure that this data is also available in Salesforce, and then select the matching Salesforce Contact field from those listed in the dropdown field.
Chameleon also supports company or group objects in a similar fashion. To associate companies within Chameleon to companies within Salesforce, select the Salesforce Account field that corresponds to the Chameleon company UID attribute you are sending.
3. Select attributes to be available for targeting
Once you have connected Salesforce and mapped the user and company fields, you can select which data should be available within Chameleon for targeting. Selecting the relevant fields will make it easier when creating custom audiences for tours, without unnecessary data cluttering your options.
Simply select the dropdown and click on all the fields that could be relevant and useful when creating a target segment for any Chameleon tour, and click "Add". Do this for each field you want available.
Once the integration is enabled, you can begin to use Salesforce data to target your tours. You can see this when adding a filter within Chameleon segment.
After selecting "Salesforce objects" in the first filter dropdown, select the field that you previously added and the relevant value and operator fields.
Note: Salesforce data is updated on a daily basis, but you can manually update it by hitting the refresh icon adjacent to the Hubspot lists dropdown field, or from within the Integration view.
Common troublshooting issues we encounter include:
- Not seeing Salesforce within the list of filters. This could happen if this integration is not available for your plan. Please contact us for more info.
If you have any questions or issues please review how to best get help.