Salesforce Group

Salesforce provides solutions that help unify marketing, sales, commerce, IT, and service. This Salesforce V2 integration lets you create group-level properties from Salesforce data by setting specific Salesforce fields as group-level properties and importing them into Amplitude. This is useful when analyzing information about accounts that exist in Salesforce.

How the integration works

By default, Amplitude has a built-in process that runs once a day to update group properties with pickup dates matching the current date. The integration also offers an hourly schedule if you prefer more frequent updates with finer granularity.

Mapping at a high level

Salesforce structures objects like accounts as tables, where each field represents a column. Amplitude imports data from Salesforce using a predefined schema mapping, which connects Salesforce objects to Amplitude groups. Amplitude transforms each row into a group under a specific group type in an Amplitude project. Three key concepts form a valid mapping:

1. Relation: defines which Salesforce object maps to which Amplitude group type.
2. Group Name Field: a column of the table to use as the group identifier. This column should identify a row in the table uniquely.
3. Group Properties: a list of columns for Amplitude to import.

Set up the integration

Part 1: Set up account-level reporting

Verify that you have account-level reporting set up in Amplitude.

Part 2: Grant Amplitude access to your Salesforce data

1. In Amplitude Data, navigate to Data Sources.
2. Select the Salesforce V2 tile.
3. To begin the authentication process, click Connect to. After authentication, Amplitude displays a valid email address associated with your Salesforce account.
4. Click Next at the top right corner to continue with the mapping setup.

Part 3: Mapping setup

1. Review your mapping setup options:

   • Sync Cadence: controls the cadence of the sync job.
   • Copy config: copies the existing mapping config to the clipboard.
   • Export config: downloads the current mapping config to your local machine as a JSON file. This is useful when you want to recover a connection from a previous mapping config.
   • Import config: loads the config file from the local machine and populates the UI.

2. To create a new mapping, click Set up new group mapping. This populates a new mapping section. Inside the section, fill in the following parts:

   • Relation (SFDC object to Amplitude Group Type).
   • Group Name Field (SFDC field that uniquely identifies a group/row).

3. After you finish the above settings, click Group Property Mapping to define a list of Salesforce fields to import into Amplitude as Group Properties.

4. After you finish defining the mapping and all validations pass, click Next to move forward with the final verification process.
5. After the final verification passes, click Save to establish the connection. The connection is available on the Source page with the name "Salesforce V2".
6. If needed, you can update the mapping configuration at any time by locating the connection on the Source page and clicking it. This lets you change the mapping setup for the Salesforce integration.