Salesforce Integration

Connect Salesforce and send data to Salesforce with Rudderstack.
DestinationEvent Stream

With RudderStack, it is very easy to turn your customer event data across various platforms into actionable data inside Salesforce, without using any customized system or platform. By adding Salesforce as a destination in RudderStack, you can quickly identify leads from a variety of sources and feed them to your Salesforce CRM app in real-time.

By Adding Salesforce Support for RudderStack, you can:

  • Update your Salesforce data in real-time, and get a 360-degree view of your customers
  • Optimize your business processes by avoiding repetitive and inefficient daily uploads of your data to keep the system updated
  • Get your leads from your website or mobile app into Salesforce securely, without having to use any API
  • Identify a potential lead in RudderStack, and send that information directly to Salesforce for lead creation
  • Eliminate the need for a dedicated ETL pipeline through quick, easy, and secure integration with Salesforce
  • Enrich your leads with additional data, using third-party services like Clearbit before you send them to Salesforce
Frequently Asked Questions

Customer Relationship Management is a widely-used and recognized term that encompasses every business’ most important objective – customer satisfaction and business growth. A highly effective and engaging customer relationship translates to a growing business and boost in revenue. CRM includes all aspects of this customer relationship, from sales and marketing to customer support. It involves identifying potential leads, and tracking and optimizing every aspect of their journey with a view to convert them into your customers. Even after the conversion is successful, CRM aims to offer extensive and valuable support at every stage of their product journey so that their retention can be maximized.Salesforce is a global industry leader in CRM, who specialize in building and maintaining effective client relations.

Salesforce is a third-party sales CRM tool that enables businesses to centralize and act on customer records.

Pricing for Salesforce can vary depending on your use case and data volume. RudderStack offers transparent, volume-based event pricing. See RudderStack's pricing.

Salesforce is a popular, world-renowned CRM (Customer Relationship Management) platform that allows you to efficiently manage your leads as well as customers. It is an all-inclusive tool that brings together all your departments, including sales, marketing, and customer support, and gives them a unified view of each and every customer. All the customer-related activities, including lead generation and status updating happens in real-time, allowing you to get the most accurate picture of your leads and customers at any point in time. Salesforce also offers cutting-edge ERP, data integration, and analytics features.

No, Salesforce is much more than just a CRM. Apart from giving you a 360-degree view of your customers and leads in real time, it also offers unique, interactive features to effectively engage with your customers, personalize your interactions with them and effectively grow your business.

Salesforce is a world-renowned Software-as-a-Service (SaaS) platform. It uses its own SOQL (Salesforce Object Query Language), a language similar to SQL but applicable only for Salesforce-based data.

Salesforce CRM plays a pivotal role in enhancing customer experiences. It enables businesses to close more deals by sharing pertinent customer information across the sales team. The CRM's automation features provide AI-driven prompts about the best time to take specific actions to drive a deal forward. It also enables support teams to deliver better service by providing a comprehensive view of customer data. This real-time access to data allows for quicker resolution of big issues, further enhancing customer experiences​.

It helps unite different teams in a company, such as sales, service, marketing, commerce, and IT, providing them with a shared view of customer data. The integration enables real-time updates, ensuring that all teams have the most current information. For instance, when customers engage with an ad or website, an automated message notifies the sales team of a new lead. This level of synchronization enhances functionality and efficiency across business processes​.

Salesforce leverages data integration through its tools like Tableau analytics, which sends automated notices when a significant or atypical trend or a new service issue is detected. These real-time notifications, combined with easy-to-use dashboards, make it simple for anyone to dig into the data, learn more, and take immediate action. This approach ensures that businesses can focus their efforts where they are most needed, improving decision-making processes​.

Salesforce API is a set of interfaces that allow developers to interact with the Salesforce platform programmatically, without the need to access the user interface. This provides a way for applications to communicate with Salesforce, allowing for data integration, app development, automation, and more.

Salesforce Connect is a powerful service that allows Salesforce users to access and manage data in external apps, all from within Salesforce. It facilitates seamless integration with third-party systems and helps in creating a unified view of data across different systems.

The Salesforce Platform is an all-inclusive offering that allows businesses to build and customize their own applications. It is a platform-as-a-service (PaaS) that provides the tools and services necessary to develop, deliver, and manage applications quickly and efficiently.

AppExchange is Salesforce's online marketplace for third-party applications that run on the platform. Users can browse, test, and install apps that are ready to use and can help extend Salesforce's functionality.

Salesforce Web Services are APIs that expose Salesforce functionality to external systems. They allow for inbound and outbound communication, enabling other applications to read, create, delete, or update records in Salesforce.

Apex is Salesforce's proprietary programming language that allows developers to execute flow and transaction control statements on the Salesforce platform. It enables developers to add business logic to most system events, including button clicks, related record updates, and more.

Salesforce is highly customizable and can be configured to suit a variety of business needs. You can create custom fields, design workflows and automation, build custom apps, and much more, all to tailor the platform to your specific requirements.

Workflows in Salesforce are a way to automate standard internal procedures and processes to enhance efficiency. A workflow rule is the main container for a set of workflow instructions, which always includes the rule criteria and immediate actions that happen when a record meets the criteria.

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About Salesforce

Salesforce is an industry leader in enterprise CRM. It offers a suite of enterprise applications revolving around marketing automation, customer engagement and support, application.