Introduction
Sendoso now enables you to sync your Salesforce account via OAuth so you can track all sending activity to Salesforce on an account level with our Global Sync feature!
We can automatically log all activities and add recipients (Leads/Contacts) to a Salesforce Campaign for additional tracking purposes.
How to Sync Salesforce
To get started, log in to Sendoso.
Next, navigate to the Integrations link under the menu icon in the top-right corner (or click here to go directly to the Integrations page)
Find the Salesforce panel and select Learn More.
At the top, you’ll see the current status of the integration, and towards the bottom, you’ll see a Connect to Salesforce button. You also have the option to connect to a Salesforce Sandbox, if applicable. This is a great option if you want to test the integration before connecting it to your main Salesforce account.
You’ll see a pop-up window asking for your login credentials. Once you log in, your Salesforce information will be connected to your Sendoso account. You’ll receive a confirmation on this page:
Keep in mind, that if your team wants to use an integration user or API Only user, you will need that login information.
If you'd like to remove or replace the integration user, you can remove this integration user at any time by hitting the 3-dot action button and clicking "Remove User". By taking this action, please be aware that any configured campaign tracking may be lost and would need to be re-established by you.
Congrats! You are now synced to Salesforce.
FAQs
Is Sendoso a managed package?
No, Sendoso is not a managed package and there is no app to install. We have an OAuth connection directly to SFDC.
I am receiving an OAuth Approval Error how do I resolve this?
Check the system permissions in the integration users permission set and confirm the 'Approved Uninstalled Connected Apps' checkbox is enabled. Here is a list of the permissions needed for the user account that is integrated.
Additional Resources
- Integration Technical Details
- Setting up Additional Salesforce Tracking Fields and Activity Mapping Globally
- How to Build the Sendoso ROI Dashboard in Salesforce Lightning
- Salesforce Campaign Creation and Best Practices
- Track Total Sendoso Spend on Converted Contacts in SFDC
For additional training on Salesforce integration, feel free to check out these Sendoso University courses.
If you are a prospect see how you can use Sendoso to send from your CRM.