The Salesforce integration is only available at the Growth Plan level. If it is something you would like to leverage within Chameleon, feel free to get in touch with us and we'll explore the different options together.


With Chameleon's Salesforce integration, you use Salesforce contact and account attributes to target Chameleon Experiences.

This integration enables Salesforce to be a Data Source -- you can get Salesforce data into Chameleon. 


Setup

The Salesforce integration is quick to set up. You can do so from within the Chameleon Dashboard. There are three key steps to configure this integration:

  • Connecting Chameleon to your Salesforce account

  • Mapping the Salesforce data to Chameleon

  • Selecting which attributes to import

Connecting Chameleon to your Salesforce account

To start you'll need to connect to your Salesforce account by going through the OAuth process. You can do this by pressing the Connect button on the integration page.

Mapping the Salesforce data to Chameleon

To enable data to be attached to the correct users within Salesforce and Chameleon, you need to associate the unique ID of a Chameleon user to the correct ID field within Salesforce. You can do this by pressing the Define mapping button.

The Chameleon User ID 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 chmln.identify call.

Ensure that this data is also available in Salesforce, and then select the matching Salesforce Contact field from those listed in the dropdown field. 

Sending Account properties:

Chameleon also supports company or group objects in a similar fashion. To associate Account properties to companies in Chameleon, you'll need to associate the correct UIDs.

In case you're not already sending to Chameleon the Account ID you're using in Salesforce, you can send it using salesforce_uid as representes below.

chmln.identify( [replace with user ID in your app's database], {
company: {
uid: [replace with company id your app's database],
salesforce_uid: [replace with Salesforce identifier]
}
});


3. Select attributes to be available for targeting

Once you have connected Salesforce and mapped the user and company fields, the Import Salesforce attributes settings will be enabled, from where you can select which data should be available within Chameleon for targeting.

To do this, all you have to do is use the Contact properties and Account properties fields to select the data attributes that will be relevant for targeting Chameleon Experiences.

Being able to select the relevant data attributes will help to remove unnecessary clutter from your options when creating a Segment to target Chameleon Experiences.


Usage

Once the integration is enabled, you can begin to use Salesforce data to target your Chameleon Experiences.

The "Salesforce objects" filter group will be enabled and any data you're sending from Salesforce to Chameleon will be shown there.

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.


Troubleshooting

Common troubleshooting 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.


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