In this article, you will learn :
how to configure the synchronization of customer data from Salesforce to Harvestr
how to leverage this data to make product decisions that drive business impact
Prerequisites
All you need is:
a Salesforce Admin account
a Harvestr Editor account and an Elite or Enterprise subscription
Create a new Harvestr Connected App in Salesforce
1. Open the Setup settings in Salesforce.
2. In the left sidebar, under Platform tools, expand the Apps section and click on App Manager.
3. Click on New Connected App.
4. Give a name to your integration in the Connected App Name field.
5. Enter your Contact Email.
6. Check Enable OAuth Settings
7. In Callback URL, paste the following:
https://api.harvestr.io/authorize/salesforce/callback
8. In Selected OAuth Scopes, add the following scopes:
Manage user data via APIs (api)
Manage user data via Web browsers (web)
Perform requests at any time (refresh_token, offline_access)
9. Untick the following option:
Leave the rest as default and click Save.
10. Wait for 10 minutes for changes to propagate before moving on.
11. In the left sidebar, under Platform-tools, expand the Apps section and click on Manage Connected Apps.
12. Click on your newly created connected app
You should see a page like this one:
If not, go to the App Manager section of your Setup settings instead of the Manage Connected Apps section.
Look for the app you just created for the data sync and click on the downwards arrow at the very right of the app's row, and click "View."
13. Under API (Enable OAuth Settings)
Copy your
Consumer KeyCopy your
Consumer Secret
Click to reveal, then copy your Consumer secret
If you do not see the keys directly on this page, you might have to click on a "Manager consumer details" button. This will bring you to a page where you will be able to copy the keys.
This is it for Salesforce. The rest of the setup has to be done from Harvestr.
Set up the Salesforce customer data synchronization in Harvestr
14. Go to the Salesforce integration settings in Harvestr.
15. In the Customers synchronization tab, click on "Create connection"
16. Create a new connection by:
entering your consumer key and consumer secret
specify if you are connecting Harvestr with a Salesforce sandbox (optional)
enter a replication start date
press save and enter your Salesforce Admin credentials in the OAuth window
17. Configure synchronization rules
Customer Attributes
To configure synchronization rules for a Salesforce object, click on "Add attributes" next to its name.
For each Salesforce object (Account, Lead, Contact), you first have to choose how you want to match Harvestr objects with Salesforce objects:
Salesforce Accounts can be matched with Harvestr Companies by name (not case sensitive) or by a custom unique id (case sensitive) to prevent potential duplicate issues if you have several companies with the same name in Salesforce
Salesforce Contacts and Leads can be matched with Harvestr Users by email (not case sensitive) or by a custom unique id (case sensitive) if you have several Contacts/Leads with the same email in Salesforce
About the identification by custom id:
if you choose to identify users or companies by a custom Salesforce id, this custom id is will be imported with the user/company when feedback is sent from Salesforce
if feedback is sent from another source where this custom id does not exist, Harvestr will automatically use the user's email or the company's name to match this feedback with the right customer in Harvestr. In this situation and if you have users with the same emails but different ids/companies with the same names but different ids in Harvestr, feedback might be associated with the wrong customer
For each Salesforce object (Account, Lead, Contact), you can then choose which attributes you want to synchronize in Harvestr.
Additional synchronization rules
Salesforce customer data synchronization also offers 2 other options to help you get reliable customer data in Harvestr.
1. Make all of your Salesforce users and companies searchable when assigning feedback to customers in Harvestr
When activated, you will be able to search in all your Salesforce Accounts and Contacts when assigning feedback to customers in your Harvestr inbox and from the Chrome extension. When you search for a customer, the results coming from Salesforce will be displayed with the Salesforce logo next to their names.
2. Automatically associate users with their companies when relationship exists in Salesforce
When active, this option will automatically associate users with companies by using Salesforce as a source of truth to build those relationships. Only users who do not yet have a company in Harvestr will be associated thanks to this option.
For example:
you create user A in Harvestr, without associating user A with any company
if user A belongs to company B in Salesforce, then user A will also belong to company B in Harvestr
if company B does not already exist in Harvestr, it will be automatically created
Leveraging Salesforce customer data in Harvestr to make product decisions that drive business impact
After launching the first sync, you will see all the attributes you chose to sync in your customer profiles in Harvestr.
These attributes can then be used to build customer attributes aggregation fields that will help you measure the business impact of your Discoveries and prioritize them appropriately.
You will be able to answer questions like:
how much ARR do all customers linked to a given Discovery represent for my company?
how many users will be impacted by a given Discovery?
how many churned customers are linked to a given Discovery?
and many more!
Do you also want to collect structured feedback from teams working in Salesforce? Then you should have a look at the second part of our Salesforce integration.