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Salesforce

Installing the Salesforce App​

To enable this integration, you must have permission to install apps in your Salesforce account.

Go to the Integrations page and click the "Connect" button to get started.

Connect to Salesforce

A screen will appear prompting you to install the Salesforce app in your workspace. Click "OK" to continue.

Exporting data to Salesforce​

Syft can export account and visitor-level data to Account, Lead, and Contact records. There are a couple of options that control what is automatically exported:

  • Update existing Accounts and Leads: When enabled, this option enriches your existing Account and Lead records with behavioral data. Syft will add new properties to these records, prefixed with "Syft_". This option is enabled by default.

    Configure Salesforce

  • Create new Leads for identified visitors: Enable this option by creating a CRM motion.

    Create CRM Motion

Exported Fields​

Account Object​

Company Name
Name
The name of the company
Text
Company Website
Website
The full URL of the company website
Text
Syft - Creation Trigger
SyftCreationTrigger__c
Motion Name or 'Manual' if not created via Motion
Text
Syft - Matched ICPs
SyftICP__c
Syft ICPs that match this company
Text
Syft - Matched Personas
SyftPersona__c
Syft Personas of the visitors from this company
Text
Syft - Matched Signals
SyftIntents__c
List of signals demonstrated by this company on the website
LongTextArea
Syft - First Session Source
SyftFirstTouch__c
Traffic Source for the first session from this company
Text
Direct
Cross Network
Paid Search
Paid Social
Paid Shopping
Syft - Latest Session Source
SyftLatestTouch__c
Traffic source for the latest session from this company
Text
Direct
Cross Network
Paid Search
Paid Social
Paid Shopping
Syft - Time Spent
SyftTimeSpent__c
Total time spent across all sessions (in minutes)
Number
Syft - Total Sessions
SyftSessions__c
Total number of sessions from this company
Number
Syft - High Intent Sessions
SyftHighIntentSessions__c
Total number of High Intent sessions from this company
Number
Syft - Page Views
SyftPageViews__c
Total number of pages viewed across all sessions
Number
Syft - First Seen
SyftFirstSeen__c
First time when someone from this company visited the website
DateTime
Syft - Last Seen
SyftLastSeen__c
Last time when someone from this company visited the website
DateTime
Syft - Purchase Intent
SyftPurchaseIntent__c
Purchase intent from this company
Text
Very High
High
Medium
Low
Syft - Unique Visitors
SyftVisitors__c
Number of unique visitors from this company
Number
Syft - Identified Leads
SyftLeads__c
Number of leads identified by Syft for this company
Number
Syft - Number of LinkedIn Impressions
SyftLinkedInImpressionsTotal__c
Total number of LinkedIn impressions for this company
Number
Syft - Number of LinkedIn Clicks
SyftLinkedInClicksTotal__c
Total number of LinkedIn clicks for this company
Number
Syft - Number of LinkedIn Likes
SyftLinkedInLikesTotal__c
Total number of LinkedIn likes for this company
Number
Syft - Number of LinkedIn Shares
SyftLinkedInSharesTotal__c
Total number of LinkedIn shares for this company
Number
Syft - Number of LinkedIn Comments
SyftLinkedInCommentsTotal__c
Total number of LinkedIn comments for this company
Number
Syft - Total LinkedIn Engagements
SyftLinkedInEngagementsTotal__c
Total number of LinkedIn engagements for this company
Number

Lead Object​

Syft - Creation Source
SyftCreationSource__c
How the contact was identified (Personalized Link, Form Submission, etc.)
Text
Syft - Creation Trigger
SyftCreationTrigger__c
Motion Name or 'Manual' if not created via Motion
Text
Syft - ID Confidence
SyftEnrichmentConfidence__c
Confidence level of the ID data (Very High, High, Medium, Low)
Text
Email
Email
The email address of the contact
Text
First Name
FirstName
The first name of the contact
Text
Last Name
LastName
The last name of the contact
Text
Company Name
Company
The name of the company the contact works for
Text
Job Title
Title
The job title of the contact
Text
Website
Website
The personal website of the contact
Text
Phone Number
MobilePhone
The phone number of the contact
Text
Syft - Matched Personas
SyftPersona__c
Syft Personas that match this contact
Text
Syft - Matched Signals
SyftIntents__c
List of signals demonstrated by this contact on the website
LongTextArea
Syft - First Session Source
SyftFirstTouch__c
Traffic Source for the first session of this contact
Text
Direct
Cross Network
Paid Search
Paid Social
Paid Shopping
Syft - Latest Session Source
SyftLatestTouch__c
Traffic source for the latest session of this contact
Text
Direct
Cross Network
Paid Search
Paid Social
Paid Shopping
Syft - Time Spent
SyftTimeSpent__c
Total time spent across all sessions (in minutes)
Number
Syft - Total Sessions
SyftSessions__c
Total number of sessions from this contact
Number
Syft - High Intent Sessions
SyftHighIntentSessions__c
Total number of High Intent sessions from this contact
Number
Syft - Page Views
SyftPageViews__c
Total number of pages viewed across all sessions
Number
Syft - First Seen
SyftFirstSeen__c
First time when the contact visited the website
DateTime
Syft - Last Seen
SyftLastSeen__c
Last time when the contact visited the website
DateTime
Syft - Purchase Intent
SyftPurchaseIntent__c
Purchase intent from this contact
Text
Very High
High
Medium
Low
Syft - Number of LinkedIn Impressions
SyftLinkedInImpressionsTotal__c
Total number of LinkedIn impressions for this contact
Number
Syft - Number of LinkedIn Clicks
SyftLinkedInClicksTotal__c
Total number of LinkedIn clicks for this contact
Number
Syft - Number of LinkedIn Likes
SyftLinkedInLikesTotal__c
Total number of LinkedIn likes for this contact
Number
Syft - Number of LinkedIn Shares
SyftLinkedInSharesTotal__c
Total number of LinkedIn shares for this contact
Number
Syft - Number of LinkedIn Comments
SyftLinkedInCommentsTotal__c
Total number of LinkedIn comments for this contact
Number
Syft - Total LinkedIn Engagements
SyftLinkedInEngagementsTotal__c
Total number of LinkedIn engagements for this contact
Number

Contact Object​

Email
Email
The email address of the contact
Text
First Name
FirstName
The first name of the contact
Text
Last Name
LastName
The last name of the contact
Text
Job Title
Title
The job title of the contact
Text
City
MailingCity
The city where the contact is located
Text
State/Province
MailingState
The state or province where the contact is located
Text
Country
MailingCountry
The country where the contact is located
Text
Syft - Creation Source
SyftCreationSource__c
How the contact was identified (Personalized Link, Form Submission, etc.)
Text
Syft - Creation Trigger
SyftCreationTrigger__c
Motion Name or 'Manual' if not created via Motion
Text
Syft - ID Confidence
SyftEnrichmentConfidence__c
Confidence level of the ID data (Very High, High, Medium, Low)
Text
Salesforce Company ID
AccountId
The Salesforce ID of the company
Text
Syft - Matched Personas
SyftPersona__c
Syft Personas that match this contact
Text
Syft - Matched Signals
SyftIntents__c
List of signals demonstrated by this contact on the website
LongTextArea
Syft - First Session Source
SyftFirstTouch__c
Traffic Source for the first session of this contact
Text
Direct
Cross Network
Paid Search
Paid Social
Paid Shopping
Syft - Latest Session Source
SyftLatestTouch__c
Traffic source for the latest session of this contact
Text
Direct
Cross Network
Paid Search
Paid Social
Paid Shopping
Syft - Time Spent
SyftTimeSpent__c
Total time spent across all sessions (in minutes)
Number
Syft - Total Sessions
SyftSessions__c
Total number of sessions from this contact
Number
Syft - High Intent Sessions
SyftHighIntentSessions__c
Total number of High Intent sessions from this contact
Number
Syft - Page Views
SyftPageViews__c
Total number of pages viewed across all sessions
Number
Syft - First Seen
SyftFirstSeen__c
First time when the contact visited the website
DateTime
Syft - Last Seen
SyftLastSeen__c
Last time when the contact visited the website
DateTime
Syft - Purchase Intent
SyftPurchaseIntent__c
Purchase intent from this contact
Text
Very High
High
Medium
Low
Syft - Number of LinkedIn Impressions
SyftLinkedInImpressionsTotal__c
Total number of LinkedIn impressions for this contact
Number
Syft - Number of LinkedIn Clicks
SyftLinkedInClicksTotal__c
Total number of LinkedIn clicks for this contact
Number
Syft - Number of LinkedIn Likes
SyftLinkedInLikesTotal__c
Total number of LinkedIn likes for this contact
Number
Syft - Number of LinkedIn Shares
SyftLinkedInSharesTotal__c
Total number of LinkedIn shares for this contact
Number
Syft - Number of LinkedIn Comments
SyftLinkedInCommentsTotal__c
Total number of LinkedIn comments for this contact
Number
Syft - Total LinkedIn Engagements
SyftLinkedInEngagementsTotal__c
Total number of LinkedIn engagements for this contact
Number