Instructions: Setting Up Salesforce Push for Buyer Journeys
To enable CaliberMind to push Buyer Journey data back to your Salesforce instance, please follow the steps below. This process involves configuring a Connected App in Salesforce, authorizing the connector in CaliberMind, and creating the necessary destination fields.
Step 1: Configure Salesforce Connected App & Permissions
Please review the full documentation here: Setting Up the Salesforce Push Connector
- Install the Connected App
- Navigate to Setup in Salesforce.
- Go to Connected Apps OAuth Usage.
- Search for the CaliberMind OAuth2 app.
- Click Install, then authenticate and install the app.
- Configure which users are permitted to access the connected app.
- Configure User Permissions We highly recommend authenticating with the same user used for the CaliberMind Pull Connector to ensure consistency.
- Required Permissions: The connecting user must have “Write” and “Modify All” permissions for any objects and fields you want CaliberMind to update (specifically Leads, Contacts, and Accounts).
Step 2: Authorize the Push Connector in CaliberMind
Once the Salesforce configuration is complete, return to CaliberMind to authorize the connection.
- Within CaliberMind, navigate to Settings
- Select Connectors
- Click Create Push Connector
- Locate the Salesforce Connector Card and select the + Connect button.
- Authorize the connector using the Salesforce user credential that has the “Write” and “Modify All” permissions confirmed in Step 1.
Step 3: Create Custom Fields in Salesforce
Please work with your Salesforce Administrator to create the following fields to store the Buyer Journey data.
Account Object
cm_buyer_journey(Data Type: Text Area – Rich)cm_buyer_journey_last_updated(Data Type: Date)cm_account_engagement_score(Data Type: Number [16,0])cm_account_engagement_score_last_updated(Data Type: Date)
Step 4: Finalize Setup
Once these steps are complete, please notify your Technical Account Manager (TAM) at CaliberMind. They will complete the final configuration to begin pushing Buyer Journey data to your new Salesforce fields.
