Looking to integrate Salesforce with Chameleon? With our Salesforce integration, you can leverage contact and account attributes to target your Experiences and enhance users' journeys. This enables you to utilize relevant properties to create personalized guidance and answer different challenges.

Product guidance is successful when it's meaningful and personal. Connect Salesforce and use the data you already have to drive your product's adoption.

🔐 Available for Growth & Enterprise

📍 To power your Tours, Embeddables, Tooltips, Microsurveys, Launchers, HelpBar

⚙️ Connect from the Dashboard

📩 Contact to discuss your plan needs

Our Salesforce integration enables you to leverage your customers' data in Chameleon to target and personalize the Experiences you deliver. This way, you complement your efforts with efficient product guidance and you'll be able to better address user's needs and solve their challenges inside your product.

You can use Salesforce as a Data Source -- get Salesforce attributes in Chameleon (for targeting Experiences).

You can enable the Salesforce integration in a few minutes and have your data available in your Chameleon Dashboard. Search the integrations page in your Dashboard for Salesforce to connect your Salesforce account first.

To ensure your users' data is synced seamlessly between your Salesforce and Chameleon account, and that attributes are attached to the correct users, you need to associate the unique ID of a Chameleon user to the correct ID field within Salesforce. 

The Chameleon User ID comes from the data sent to Chameleon as part of installing the Chameleon code snippet:

Map your data from the Define mapping button and select which Salesforce fields should match the unique IDs you're sending to Chameleon, from those listed in the dropdown.

Similarly, you can also send to Chameleon company or group objects. To associate Account properties with companies in Chameleon, you'll need to associate the correct UIDs when mapping.

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Once you have connected Salesforce and mapped the user and company fields, you'll see the Import Salesforce attributes field on the integration page.

Select which contact or account properties you want to use and Sync them to Chameleon from the top-right button once you're done.

With the integration connected and your attributes synced, you can begin to use Salesforce data to target your Chameleon Experiences. Search for the properties you want to leverage and these will be available when creating an audience Segment to target.

You'll find the "Salesforce objects" filter group and any data you're sending from Salesforce to Chameleon, there. After selecting "Salesforce objects" in the first filter dropdown, select the relevant account or contact property, its value, and operator fields. 

Not seeing Salesforce within the list of filters? This could happen if this integration is not available for your plan. Please contact us if this is still the case and you're on a Growth or Enterprise plan.

You can leverage your Salesforce knowledge base with HelpBar to enable users to access your documentation more easily in your product.

You can add your Salesforce help center as a website to HelpBar. Chameleon uses Salesforce's KnowledgeArticleVersion to search and display your articles to users. This requires custom configuration and can not be set up via your Dashboard at the moment, so please contact us if it's something you want to use.

If your team uses Salesforce chat, you can also enable users to launch it in your app from Chameleon Experiences (via the Salesforce API). You can do so with a button "Action" or your Launcher (add it as an "Item").

👉 Pick the "Run Custom Code" option from your CTA button or when adding a new Item to your Launcher and paste this code: launchChat();