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Salesforce integration with RudderStack

Streamline Your Salesforce Data with RudderStack

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
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What you can do with Salesforce

In order to set up Salesforce manually, you need to first configure all your data sources and transform the data into the right format. The setup also involves manual uploading of CSVs containing your Salesforce leads. For periodic updating, you may even need to set up a dedicated system that uploads these CSVs with the latest changes. In short, it is quite a hassle.

By integrating RudderStack with Salesforce, you can ensure all your leads and relevant information is fed into Salesforce in real-time, in the format that you expect.

Efficient tracking of relevant customer information as well as interactions

Up-to-date customer information at all times, allowing for real-time decision-making

Personalized customer engagement and support

Seamless scalability, ideal for small and large businesses alike

Easy setup and management of your CRM applications and ERP systems

How to set up the Salesforce Integration

It’s very easy! Use our step-by-step guide to set up Salesforce as a destination in RudderStack, and get started in no time at all.

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FAQ

How can we help you?

What is Salesforce used for?

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

Is it hard to set up Salesforce?

Difficulty can vary based on the amount and type of your customer data. Many users choose to simplify implementation by sending data to Salesforce through secure sales integration tools like RudderStack.

How much does it cost to integrate Salesforce with RudderStack?

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

What is Salesforce?

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.

Is Salesforce just a CRM?

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.

Does Salesforce use SQL?

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.

What is Customer Relationship Management (CRM)?

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.

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