Step 3: [Send Data] Configure a schedule for sending records to Salesforce

Context

When you are ready to send your records to Salesforce, there are several options for sending records to Salesforce. The several options are meant to provide flexibility to be able to accommodate different ways that sellers work. 

Pre-requisites 

• Step 1: [Send Data] Create a Salesforce Activation User

• Step 2: [Send Data] [BETA] Create a Salesforce Activation Connection

Sending Records to Salesforce 

Step 1:  Create a campaign that includes the records you want to create or update in Salesforce.

Using the example of: I want to send accounts that have been added to Rev.Up through buyer intent or from web visits directly to my sellers to use for prospecting. 

• Send accounts to Salesforce 
  • Send accounts only 
• Choose the Create New Accounts option 

Using the example of: I want to send accounts that have been added to Rev.Up through buyer intent or from web visits directly to my sellers to use for prospecting. I also want to write propensity model scores to both newly created accounts and existing accounts. 

• Send accounts to Salesforce 
  • Send accounts only 
• Choose the Create New Accounts and Update Existing Accounts option 

Using the example of: I want to send accounts that have been added to Rev.Up through buyer intent or from web visits to sellers. I have also used Explore Module or some other tool to acquire contacts for these accounts and want to send these records to my sellers as contacts in Salesforce. 

• Send accounts to Salesforce 
  • Send both accounts and contacts 

Using the example of: I have also used Explore Module or some other tool to acquire contacts for high value accounts and want to send these records to my sellers as contacts in Salesforce. 

Send contacts to Salesforce 

• Send Contacts Only - If I already have the accounts in my Salesforce and want to send net new contacts. 
• Send Leads Only - I may already have an account in my Salesforce, but want to send a new contact record as a lead so that my seller can follow the established process. 

You can add records you send to Salesforce to a Salesforce Campaign so that you can keep track of how your sales plays are performing by using Salesforce campaign reporting.

*Accounts cannot be added to Salesforce campaigns 

Known Limitations: 

• Performance reporting in RevUp is not currently available for this feature 
• Accounts cannot be added to Salesforce Campaigns 
• Delta launch is not available 

Additional Reading: 

• Example campaigns to send to your sales teams