Step 2: [Import Data] Create a Salesforce Data Import Connection

Context

Rev.Up connects to your Salesforce instance through a connected app and Salesforce user. 

Prerequisite: 

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

• You must be using the new automated data import workflow. If you are not using the new automated data import workflow, you should reach out to your customer success manager to integrate Salesforce with Rev.Up for data import. 
• Review how D&B approaches matching leads to accounts 
• Strategy for Mapping Fields to the CDP

Step 1:  Add a Connection 

To add a new connection, simply click the Add Connection button. 

Step 2: Create a Salesforce connection and enter your credentials. 

Step 3: Configuring the Connection 

To complete configuring the connection you should consider three things.

• How much of your data do you want to import into the CDP? 
  • For native connectors such as Salesforce, Marketo and Eloqua we will import records based on the Last Modified Date. Records that have been modified within the date range that you select will imported into the CDP.
  • We recommend imported records that have been modified within the last year. 

• How often will your data be imported into the CDP? 
  • You can set a schedule that determines how often your data will be updated. When using a native connector such as Salesforce, Marketo and Eloqua we use the Last Modified Date. Records that have been modified during the time between each sync will be updated in the CDP. 

• What is the priority of each system? 
  • It is common for the same data to exist in multiple systems and contain the same fields and information. You may have one system that is the source of truth among all of your systems. You can use priority to determine which information is kept when a record exists in multiple systems. For additional information, check out our article on priority. 

Related Articles: 

• Why set a priority and what does it mean?