What you can do with Salesforce Source
Get a full view of your customers, including activity history, key contacts, customer communications, and internal account discussions
Obtain insights within Salesforce from different social media platforms, including Facebook, LinkedIn, and Twitter
Quickly find any required information, share it securely, and get notified if anything changes
Track your leads from the first click to close while optimizing your campaigns across different channels
Quickly design and automate business workflows using simple drag-and-drop features
Plan campaigns and territories to increase sales and marketing productivity with the latest, most accurate data
How to set up Salesforce Source Integration
It's simple to set up! Use our step-by-step guide for setting up Salesforce as a source in RudderStack.
Send Customer Event Data from Salesforce to RudderStack Securely
You can set up Salesforce as a source on the RudderStack dashboard in no time. Once successfully configured, RudderStack automatically ingests your specified events data from Salesforce. You can then send the data to your data warehouse or other preferred third-party destinations supported by RudderStack.
By adding Salesforce as a source in the RudderStack dashboard, you can:
- Easily import all your historical data to your Salesforce data source.
- Synchronize with your Salesforce data source based on the schedule and run frequency.
- Securely ingest your customer event data and route it to your preferred destination platforms in the desired format.
- Replicate new and updated rows to your destination incrementally.