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Salesforce Integration Overview

Keep data flowing properly in and out of your CRM

Salesforce’s CRM platform helps you bring your marketing, sales, customer service, and IT teams together so you can focus on exceptional customer acquisition and management. With that unity comes the potential for components to break down and create obstacles for your teams to function. Ensure that everything is working as expected so you can be certain that your organization is free to perform at its highest capability.

Integrating Marketo and Salesforce is more than ensuring that the sync doesn’t go down. You need to quickly understand why leads don’t sync, aren’t routed to the proper rep, or aren’t added to the proper campaign for attribution.
Integrating ON24 and Salesforce ensures that actions are being triggered as they should, from making sure data is correctly embedded into records, to enabling your sales reps to efficiently communicate with new leads. When things go wrong, you’ll know where the breakdown is happening to make that fix.
Integrating Outreach and Salesforce creates a two-way conversation between the platforms that gives you more out of every call, email, and interaction. Ensure that when activity isn’t being synced, you’re aware and can immediately identify the issues to get your systems back up and running.

Starters

  • Salesforce Form to Lead: tests whether or not a lead is routing from your form to your system, and tests any workflows a lead should flow through when created in your system. Requires a form to submit and validates that the expected values appear in your marketing automation platform.

  • Salesforce Validate SPF: tests whether or not your domain has an active SPF record for your account. SPF (Sender Policy Framework)  prevents email spammers from using your domain and sending “spoof” emails.

  • Salesforce Form to Lead Time to Create: calculates how long it takes to go from lead submission to lead creation in downstream. Requires a form to submit and validates that a lead is created within the expected timeframe upon form submission.

Features

  • Published Values: Exposes your single source of truth from Salesforce then lets your team test against a predefined set of values. As values change in Salesforce, Stack Moxie will proactively alert you to the updates so nothing has to break. Run tests against Published Values so Monitors never need updating. 

  • Time to Create / Compute: Essential for calculating your system sync times to determine if process optimizations could occur. From start to finish, determine the benchmarks and average time it takes a process to run.

  • Custom QA & Testing Templates: allow you to design custom templates to test your marketing automation platform’s processes, including Marketo, Eloqua, Hubspot, and Pardot. Put templates into the hands of field and campaign teams to execute complete and complex testing. Users can run testing without even needing to know how or what to test. Build once and pass it along to let your colleagues manage their testing and catch their own errors.

  • Script/tag validation: is essential to ensure all your attribution and reporting functionality works as anticipated. Overlapping teams without strong tag governance structures can wreck havoc on each others integrated systems by duplicating or disabling critical tags.