As Salesforce is one of our most popular integrations, we get a lot of questions about it. We've compiled a list of frequently asked questions and some troubleshooting tips to help you get the most out of the integration! Not currently a Salesforce user? Click here fore more information!
How can I check if the integration is working?
Great question. This is why we created the Salesforce Event Log. The data passing between Drift and Salesforce is logged there as either an event (successfully shared data) or an error. The errors will be in red, so they're easy to spot. Before reading the logs, make sure that you have filtered the correct time range using the settings at the top of the page:
Below is an example of a single log after a conversation was completed with one of our customers and successfully created as a task in our Salesforce. It should contain the timestamp, type of event, and who the conversation was with:
Here's an example of how a meeting will look:
And finally, an example of lead creation which will include the Salesforce ID as well ("sfId: XXXXXXX"):
Which fields can't I map to Salesforce in our field mapping page because of Drift's agreement with Clearbit?
Employment Seniority Display Location Latitude + Longitude Display Name Github Handle Github Followers Twitter Handle Twitter Followers Facebook Handle LinkedIn Handle Bio Gender Site
Usually, the last name of the prospect is still required for the lead in Drift to be transferred into Salesforce. What if you don't have that and you just have their email when they start a conversation?
Good question. With our integration, you don't need a last name for the lead to be passed back. If we don't have a last name, we pass "[ MISSING ]" as the last name. If that is updated at any point in Drift, and the name hasn't changed from "[ MISSING ]" in Salesforce, we update it to the name in Drift.
Will Drift send previous contacts and conversations to Salesforce once I connect?
At the moment, the Drift <> Salesforce connection will only begin syncing lead data from the moment it's connected, forward.
What Drift Plan do I need to be on to have access to this integration?
The Drift + Salesforce integration is available on our Pro plan and above. Integrations are broken down by plan under our pricing page.
What Salesforce Plan do I need to be on to have access to this integration?
The Drift + Salesforce integration is available on SFDC's Enterprise, Unlimited, Developer, or Performance editions. You can also use the Professional edition as long as you also have API access included.
Can I attribute leads/contacts from an individual Playbook to a specific Salesforce Campaign?
Yes! As of February 22nd, you can now automatically attribute new leads/contacts from a Playbook to specific Salesforce Campaigns. The Playbook level campaign will take precedence over the general sync settings' campaign. If there is no campaign selected in the Playbook's settings, leads/contacts will be added to the general sync settings's campaign. Check this doc for more!
How do you protect my Salesforce credentials?
Your Salesforce tokens are encrypted both at rest and in-transit.