Folloze Salesforce Connector 2.0

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Folloze Salesforce Connector 2.0 - Overview and setup guide

Updated: September 2022

Overview

Folloze is a personalized engagement platform helping customers to deliver engaging, relevant and slick experiences across the entire buyer journey. From ABM programs, to personalized demand generation, event amplification or field campaigns, Folloze closes the execution loop allowing global marketing and teams to deliver contextualized campaigns that increase pipeline and grow revenue.

Core to its platform, Folloze tracks and processes account and contact engagement data such as content views, viewing time, reading time, Call-to-actions and more to allow companies to learn and understand account engagement trends and plan next steps effectively.

The Folloze-Salesforce connector allows companies to sync new contact and rich engagement data to Salesforce. This allows marketing to analyze engagement and allows salespeople to act upon this rich engagement data. The Folloze connector is deployed as a Salesforce package into the customer’s Salesforce instance and is then connected to Folloze in the Folloze admin screen.

Key Capabilities:

1. Create new leads or contacts in Salesforce based on engagement in Folloze

2. Write email and engagement activities to Salesforce

3. Access the Folloze Account Dashboard in Salesforce

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Set up Folloze-Salesforce connector

Prerequisites:

● Admin access to Salesforce.com or a role authorized for package installation and APIs (see list of APIs later in the doc)

● Admin access to Folloze

Step 1: Configuration before installation of the package

The Folloze-Salesforce connector package involves an installation of New Custom Record Types for tasks. This is used in order to write tasks and emails that represent Folloze activities. For Salesforce instances that have not used task record types before, this can hide certain Global Actions/Tasks (this normally affects New Task and Log a Call), or for activities to be written with the incorrect Task Record Type.

To resolve this, follow the steps below that create a general Custom Record Type and

assign it for the Global Actions/Task that are hidden, which will fix the issue.

1. Navigate to the Object Manager, select Task from the list and then Record Types

in the left list

2. Click on New to create a new record type

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3. In the new record type, enter following values

Record Type Label: General

Record Type Name: General

Description: General Task

Active: check the box

4. Make this record type available to all profiles and press next

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5. Select “Apply One layout to all profiles” and select Task Layout and press save

6. You should see this new record type as seen below:

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7. Use the quick find box and search for ‘global actions’, select the global actions screen

8. Press on Edit of the “New Task” and select from record type dropdown “Global” and then save

9. This completes the pre-installation steps, now the package will add new record type for Folloze to use

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Step 2: Install the Folloze Connector 2.0 package

1. Press on the following link (requires admin login to your salesforce instance):

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4W000002d6K2&isdtp=p1

2. After login, you will be prompted with the package installation screen. It will contain the package version and it content (see below)

3. Enter the password: folloze

4. Choose to Install to all users and press Install

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4W000002d6K2&isdtp=p1

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5. After the installation, a success screen will appear

Step 3: Connect Folloze to your Salesforce instance

1. Enter Folloze Admin screen (requires admin role), select Integrations\Salesforce

2. Connect to your salesforce login (ensure that the user has admin right to create/write to contacts and leads and create tasks

3. In the admin screen, Define contact or Lead attribute mapping. a. By default, the following fields are mapped: Email, First Name, Last Name,

Phone, Title, Company Name.

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b. You can configure custom attributes to the corresponding Salesforce fields. Please note these custom attributes need to be first configured in Folloze to appear in the list.

4. In the admin screen, select whether to create new leads. For Demand Generation purposes, it is highly recommended to have this setting ON.

5. In the admin screen, select which activities you’d like to report to the contact/lead object and edit action names, if needed.

Congratulations! Your integration is ready to go

Step 4: Testing the integration

1. In order to test the integration, you can either run an outbound campaign or an inbound campaign.

2. Lead/Contact creation - when an email is sent to a person or this person interacts with the Folloze experience, Folloze will check Salesforce if a lead or contact record exists based on their email address. If a contact is found, the activities will be written to the contact object. If a contact is not found, Folloze will search for a lead and if found, the activity will be written to a lead. If no contact nor lead is found, a new lead record will be generated. See image below:

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Lead created by Dolloze with default fields

3. When an action is taking place in Folloze (email send, email open, board view, Item view, CTA click, board share, Gating form fill), these activities will be written as Email or a Task under the lead or contact object. These activities will appear in the activity flow. Each description provides a simple language description of the action at hand.

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Activity flow with Folloze actions

4. Each activity includes rich data on the activity including type of activity, duration on item, asset name, UTMs (for attribution and source) and many more.

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Folloze activity details

Step 5: Using the Folloze Account Dashboard

The Folloze account dashboard provides deep visibility into account interactions across all touchpoints with Folloze boards. It is designed to provide analytics, insights and allow next steps.

Folloze Account Dashboard in Salesforce

To install the Folloze Account Dashboard, use the following Package URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4W000002rBgU.

Once installed, the Account Engagement Dashboard will be automatically available as an app (titled Account Engagement) in the App Launcher. You can also install the Folloze Account Widget on your Account page layout by opening the Page Layout editor and selecting Components > Custom > Folloze Account Widget. The widget uses the “Website” field on the Account object to filter the dashboard to the appropriate account.

(See screenshot below)

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4W000002rBgU

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List of APIs used for this integration

Folloze is leveraging a number of APIS for it’s integration, see list below (subject to change):

- Create/Update services/data/v50.0/sobjects/Lead

- Create/Update services/data/v50.0/sobjects/Task

- Update /services/data/v50.0/sobjects/Contact/

- Get services/data/v50.0/sobjects/<object> /describe

- GET services/data/v50.0/query (search)

- Oauth2 permissions to get/refresh token

For more information or questions, please reach out to support@folloze.com

mailto:support@folloze.com

Folloze Salesforce Connector 2.0

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