Getting Started with Salesforce Integration

Introduction to Salesforce Integration

Salesforce integration allows you to connect your CRM data with Meera campaigns, enabling:

• Effortless Synchronization: Automate the exchange of customer and lead data between Salesforce and Meera.
• Improved Workflow Management: Reflect real-time updates on both platforms.
• Custom Configuration: Tailor the integration to meet your specific business needs, such as selecting record types, mapping fields, and applying filters.

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1. Connecting Salesforce to Meera

Establish a secure connection between Salesforce and Meera to enable data exchange.

Purpose

This initial step is critical as it creates a secure link between the two platforms. By authenticating your Salesforce account, you allow Meera to access and synchronize your CRM data.

Steps

1. Access the Integration  

• Login into the Meera dashboard, navigate to "campaigns" located on the left-hand side and select the campaign where you want to set up the integration.
• Click the Connectors button (+ icon) and choose CRM Integrations.

• Select Salesforce from the list.
  
  

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2. Authenticate with Salesforce: 

• • OAuth Authentication:
    • Redirect to Salesforce’s login page.

• • • Enter your Salesforce credentials and grant access.

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3. Connection Confirmation

A green icon and success message will indicate that the connection is active and secure.

Why This Matters:
Secure authentication ensures data integrity during synchronization. OAuth is ideal for password-free, session-based access, while API tokens are useful for advanced security configurations.

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2. Selecting Salesforce Object for Synchronization

Choose the types of objects (Leads, Contacts, etc.) to sync with Meera for targeted and efficient data transfer.

Purpose

Salesforce stores various objects like Leads, Contacts, Accounts, and Opportunities. By selecting specific objects, you ensure only the data relevant to your campaign is synchronized, avoiding unnecessary clutter.

Steps

1. After a successful connection, navigate to the Record Selection interface.
2. Choose the record types you wish to sync:
   • Leads: Use for capturing potential customers.
   • Contacts: Use for existing customer details.
   • Opportunities: Track sales progress and deals.
3. Meera dynamically loads available fields for the selected record types.
4. Save your selections to proceed.

Important Note:
Regularly review the selected objects to ensure alignment with your business objectives and campaign needs.

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3. Field Mapping Between Meera and Salesforce

Map fields from Meera to Salesforce to ensure data consistency during synchronization.

Purpose

Field mapping ensures that data fields in Meera are aligned with their Salesforce counterparts. For example, Meera's First Name field should map to Salesforce's First Name field. This step is crucial for maintaining data accuracy.

Steps

1. Open the Field Mapping Interface:
   
   • A side-by-side view of fields from Meera and Salesforce is displayed
2. Select dropdown values to map corresponding fields: 
   
   • Example: Meera's Email → Salesforce's Email Address.
3. Address unmapped fields 
   
   For unmapped fields, use the Manual Entry option to input default values (e.g., Country Code = "US").
   
4. Validate required fields:
   
   Ensure all mandatory fields, such as Name and Email, are mapped (marked with an asterisk).
5. Save your mappings. 

Why This Matters:
Accurate field mapping ensures smooth data synchronization, avoids errors, and enables customized workflows by aligning critical data points.

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4. Setting Filters for Synchronization

Apply filters to sync only the records that meet specific criteria, such as lead status, and lead source.

Purpose

Filters allow you to control which records are included in the synchronization process, making the integration more focused and efficient.

         

Establish specific lead criteria to determine which leads are synchronized to a particular Meera campaign.

Filter Operators with Examples

• Contains
  • Check if a field contains a specific value(s).
  • Example:
    • Filter: "LeadSource contains Web, Facebook"
    • Field Value: "Web, Facebook" → True
• Not Contains
  • Check if a field does not contain specific value(s).
  • Example:
    • Filter: "LeadSource not contains Web, Facebook"
    • Field Value: "Web, Facebook" → True
• Starts With
  • Check if a field starts with a specific value.
  • Example:
    • Filter: "Name starts with John"
    • Field Value: "John Doe" → True
• Equals
  • Check if a field is equal to a specific value.
  • Example:
    • Filter: "Status equals Active"
    • Field Value: "Active" → True
• Not Equals
  • Checks if a field is not equal to a specific value.
  • Example:
    • Filter: "Status does not equal Inactive"
    • Field Value: "Active" → True
• Greater Than
  • Check if a field is greater than a specific value.
  • Example:
    • Filter: "Age greater than 30"
    • Field Value: 35 → True
• Less Than
  • Checks if a field is less than a specific value.
  • Example:
    • Filter: "Age less than 30"
    • Field Value: 25 → True
• Greater Than or Equals
  • Check if a field is greater than or equal to a specific value.
  • Example:
    • Filter: "Age greater than or equals 30"
    • Field Value: 30 → True
• Less Than or Equals
  • Checks if a field is less than or equal to a specific value.
  • Example:
    • Filter: "Age less than or equals 30"
    • Field Value: 25 → True

Example: If City = New York, then synchronize those leads to Meera.

By setting these filters, you ensure that only leads meeting your defined criteria are synchronized to the appropriate Meera campaign, enhancing the effectiveness of your marketing efforts.

5. Mapping Meera Statuses to Salesforce Statuses

Align lead statuses between Meera and Salesforce for consistent lifecycle tracking.

Purpose

Statuses reflect the lifecycle of leads (e.g., New, Converted). By mapping statuses, you ensure updates in Meera are accurately mirrored in Salesforce.

Steps

1. Access the Status Mapping Interface.
2. Match Meera statuses with Salesforce statuses
   
   
   
   • Example: Meera's Responded → Salesforce's Contacted
3. Save your mappings to ensure consistency.

List of Meera Status

Why This Matters:
Status mapping prevents discrepancies, enabling seamless tracking of leads across both platforms.

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6. Salesforce to Meera Status Update

To effectively manage lead statuses between Salesforce and Meera, you can set up criteria in Salesforce that correspond to Meera's API endpoints for updating lead statuses. Here's how you can map Salesforce lead statuses to Meera's 'Open', 'Close', and 'Do Not Contact (DNC)' statuses:

1. Open Status Mapping:

   • Salesforce Criteria: Identify leads in Salesforce that should be marked as 'Open' in Meera. This could be based on specific lead statuses, such as 'New', 'Contacted', or 'In Progress'.

   • Implementation: Create a workflow rule or process in Salesforce that triggers when a lead meets the 'Open' criteria. This workflow should call Meera's API to update the lead's status to 'Open'.
     
     The API endpoint is https://chatbot.meera.ai  
     Find your API token in your account

2.   Close Status Mapping:

• Salesforce Criteria: Determine which leads in Salesforce should be marked as 'Closed' in Meera. This might include leads with statuses like 'Closed - Won', 'Closed - Lost', or 'Unqualified'.
• Implementation: Set up a workflow or process in Salesforce that detects when a lead's status changes to one of the 'Closed' statuses. This should trigger a call to Meera's API to update the lead's status to 'Closed'. Refer to Meera's API documentation for the appropriate endpoint and required parameters.

 

3.    Do Not Contact (DNC) Status Mapping:

• Salesforce Criteria: Identify leads that have opted out of communications or should not be contacted, such as those with a 'Do Not Contact' status or a checked 'Email Opt-Out' field.
• Implementation: Implement a workflow in Salesforce that triggers when a lead is marked as 'Do Not Contact'. This workflow sxhould invoke Meera's API to update the lead's status to 'DNC'. Ensure you handle this status carefully to comply with communication preferences and legal requirements.

 

By establishing these mappings and corresponding workflows, you ensure that lead statuses are consistently synchronized between Salesforce and Meera, facilitating effective lead management and communication strategies.

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7. Synchronizing Data

Trigger the synchronization process after confirming all configurations.

Steps

1. Validate all settings:
   • Ensure fields are mapped, filters are applied, and statuses are configured.
2. Click the Sync button.
3. Monitor progress in the Execution Logs, which you can access by clicking the View Details button.
   
   
   
   

Key Tip:
Use execution logs to identify and troubleshoot errors during synchronization.

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8. Managing Post-Sync Operations

Review results, adjust configurations, and troubleshoot errors after the sync.

Steps

1. View Execution Logs to analyze sync results.
2. Adjust settings as needed and rerun the sync.
3. Pause or resume synchronization from the dashboard.
   

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 9. Common Issues and Their Resolutions

Address common problems like missing fields or authentication errors.

Examples

1. Missing Fields:
   • Map all required fields in the Field Mapping Interface.
2. Authentication Errors:
   • Reconnect Salesforce using valid credentials.
3. Unmapped Statuses:
   • Confirm all statuses in Meera are mapped to Salesforce equivalents.

 

If need any further assistance or have any additional questions please get in touch with us at help@meera.ai