Salesforce integration: user guide

Learn how to set up and use Chameleon's Salesforce integration

Chameleon Team avatar
Written by Chameleon Team
Updated over a week ago

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.

Availability & Usage

πŸ” Available for Growth & Enterprise

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βš™οΈ Connect from the Dashboard

πŸ“© 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).

Note: Chameleon does not currently support Salesforce Sandbox Accounts.

Setting up the integration

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.

Mapping the Salesforce data to Chameleon

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.Β 

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

  • If you did this via Twilio Segment, then this will be the same UID used within the Twilio Segment code.

  • If you did this manually, then it will be whatever UID you sent to Chameleon as part of the chmln.identify call.

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.

πŸ‘‰ When mapping your Salesforce data to Chameleon, ensure you're mapping the correct values to the Chameleon User ID and Account ID -- these should be different properties that are coming from Salesforce. If you attempt to use the same property, this could cause issues with your data in Chameleon.

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.


Select the attributes you want available for targeting

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.

🀝 Sync the attributes that you know you're going to use and remove unnecessary clutter when delivering Experiences.

How to use it?

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.

πŸ‘‰ Salesforce data is updated daily. Please allow 24 hours after any changes are made for data to sync.

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.Β 

πŸ’‘ You can also leverage Salesforce attributes when personalizing Experiences with merge tags, for example, "salesforce_contact.first_name".

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.

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