Connect with Salesforce

The Rev.Up Salesforce integration allows you to connect Rev.Up with your instance of Salesforce. There are two separate integrations that allow you to bring data into Rev.Up and send data from Rev.Up to Salesforce.

• Import Data from Salesforce: Data from Salesforce syncs to Rev.Up via the REST API. Rev.Up queries Salesforce for all accounts, contacts, leads, tasks, events, etc. with a last modified date after the Datetime of the last completed sync. 

Customers using the New Automated Connector: You can configure your sync schedule on the settings page for the connection. The Salesforce sync replicates data from your Salesforce account.

• Activation (send data) to Salesforce: Data from Rev.Up syncs to Salesforce using the Salesforce Batch API via Bulk Data Load jobs. Rev.Up passes data to Salesforce in the form of accounts, contacts and leads. Records can be created for any of these objects and can be added to Salesforce campaigns.

Steps

Review the links below to learn the steps for setting up your Rev.UP Salesforce integration and configuring Rev.Up in Salesforce. 

Set Up Salesforce Data Import Integration

• Step 1: Create a Salesforce Data Import Integration User
• Work with your customer success manager to import your data into Rev.Up 

Customers using the New Automated Connector: Set Up Salesforce Data Import Integration

• • Step 1: Create a Salesforce Data Import Integration User

  • Step 2: Create a Salesforce Data Import Connection 

  • Step 3: Map fields and set up matching in the CDP

Set Up Salesforce Activation (send records) to Salesforce

Lightweight Salesforce Connector 

• • Step 1: Create a Salesforce Activation User

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

  • Step 3: [BETA] Configure a schedule for sending records to Salesforce

Buyer Insights 

• • Buyer Insights Overview

  • Step 2: [Send Data] [Buyer Insights] Install the managed package

  • Step 3: [Send Data] [Buyer Insights] Configure Buyer Insights

  • Step 4: [Send Data] [Buyer Insights]Enabling access to Lattice Buyer Insights

  • Step 5: [Send Data] [Buyer Insights] Create a Salesforce Activation Connection

•  

Additional articles:  

• • How To Manage Lattice Buyer Insights Recommendations

  • Package Installation Links