Last updated Oct 16th, 2024
By connecting Salesforce, you can combine intelligent community insights with customer data to expand your pipeline, accelerate deals, and grow your business.
In addition to bringing business context like Lead status and lifecycle stage into your Room, our integration with Salesforce also allows you to sync data from Common Room to your CRM. This means that your sellers can easily see which Leads are already engaged in your community, their impact, and whether or not they are community-qualified Leads.
You’ll need to have a few things in place to fully configure the Salesforce integration with Common Room.
If you need to change the user associated with your Salesforce integration at any point, please email us and our Support team will help you with that change.
Once you have everything above ready, follow the guide below to connect Salesforce to Common Room.
In this step, you’ll configure how your Leads, Contacts, Accounts, and Opportunities will map to Contacts and Organizations in Common Room. Additionally, you can configure how Contacts in Common Room are created from your Salesforce Leads and Contacts. You’ll be redirected here after completing the initial connection, but you can always come back to this step by opening Settings → Sources → Salesforce.
We recommend importing business context from your Leads, Contacts, Account, and Opportunities that can be useful to know about a Common Room contact. We've filled in some recommended fields to help you get started, but you can add more fields as needed. Note that we also require a few fields in order to provide the best product experience.
We also support importing Salesforce campaign membership for your contacts. More specifically, you can import campaign and campaign membership level fields for contacts in Common Room that have a matching contact in Salesforce. Please contact us if you would like to set this up.
Once you have defined your inbound update settings, it's important to understand that by default, only Common Room contacts that have a matching lead or contact (by email) in Salesforce will be updated with the Salesforce data. If you would like to create net new contacts in Common Room from your Salesforce leads and contacts, use the Create settings to set this up.
Important: You will be setting up a filter criteria based on Salesforce fields. These fields must be mapped in the previous Update step in order to be available in the filter.
Important: If you do not specify any filter criteria and save your create settings, ALL of your Salesforce leads and/or contacts will be created in Common Room. If you have more than 200k contacts, please contact us before proceeding.
Once you’ve setup the inbound data from Salesforce to Common Room, follow along below to configure how Common Room will update existing Leads, Contacts and Accounts in Salesforce. Additionally, you can configure Common Room will create new Leads or Contacts in Salesforce.
A static field syncs a set value from Common Room to Salesforce. This can be useful for identifying values that don’t change—for example, if you choose to create Lead fields, you can use a static field to set the Lead source as Common Room.
Once you’ve finished setting up your field mappings and are ready to test, find a Contact you know exists in your Salesforce instance and open their Contact profile. Press the Send to Salesforce button to sync the mapped fields for this Contact to Salesforce, then view that Contact in Salesforce to confirm that all fields are updated as expected.
There is currently no way to sync an individual organization to a Salesforce account. We recommend that you validate organizations using a test field before proceeding to enabling the auto-update. Contact us with any questions.
If everything looks good and you’re ready to set up your daily outbound sync, return back to the Outbound update settings page.
Enabling auto-update for leads and contacts will update all leads and contacts in Salesforce that have a matching primary email.
Enabling auto-update for accounts will update all accounts in Salesforce that have a matching root domain (e.g. http://www.commonroom.io and http://www.commonroom.io/home would both be considered a match).
After you review a contact tagged as a community qualified Lead in Common Room, you can manually push the contact to Salesforce via the "Send to Salesforce" button on the Contact profile, Contact explorer, and Contact lists in segments to create a new Lead or Contact (depending on how you've set up your Salesforce integration) for your sales and marketing teams to review. When you create a new Contact in Salesforce via Common Room, Common Room populates the First Name, Last Name, and Email Salesforce Contact fields by default.
The Salesforce CRM integration with Common Room is included in our Enterprise plan and available as an add-on for Starter and Team plans.
Contacts and organizations
When the integration is first configured, Common Room will sync field data for all Salesforce Leads, Contacts, Accounts and Opportunities that have a corresponding match in your room. Salesforce Leads and Contacts are associated based on the Common Room Contact's email address. Salesforce Accounts and Opportunities are associated with Common Room by using an Organization’s domain and name.
This integration matches fields from Salesforce for existing Contacts in Common Room, the Salesforce integration does not create new Contacts in Common Room by default. Please contact us if you would like to enable this feature.
Campaign and campaign membership
Importing campaign and campaign membership details into Common Room enables you to filter by any of these campaign level field when setting up your segments, creating scores, or simply exploring your contacts. You simply need to let us know which campaign and campaign membership level fields you would like to import into Common Room and we will help configure this for your room. Please contact us if you would like to get this set up in your room.
Once your room is set up, the campaign and campaign membership level fields will be available on Common Room contacts that have a matching contact in Salesforce. You can find the campaign filters available under the Source Specific filters.
The campaign membership details will also be available on a contact profile's page.
When the integration is first configured, Common Room will sync the configured fields for all matching Salesforce Leads, Contacts, Accounts, and Opportunities in your room.
Once the integration is configured, Common Room will import new fields from Salesforce every few hours. Common Room will sync data back to Salesforce on a daily basis.
Contact field sync to Salesforce
For any community Contacts already synced between Salesforce and Common Room, Common Room can automatically update their Salesforce contact fields to include relevant context.
We generally recommend creating new Salesforce fields for any context being sent back to Salesforce from Common Room to prevent overriding of existing data.
To track which contacts are created by Common Room in your Salesforce instance, we recommend adding a static field to your “Outbound Create” mapping. We would generally recommend naming it “Lead Source” (for leads) or “Contact Source” (for contacts) and setting it to the static value Common Room.
The following fields are available to sync into Salesforce for contacts:
City | First Name | Professional Email |
---|---|---|
Common Room Contact Link | First Seen Date | Profile Url |
Community Engaged | First Seen Signal | Region |
Community Qualified (CQ) | Full Name | Signals |
Community Qualified Date | Github Usernames | Primary Email |
Company Name | Impact Points 12 Weeks | Slack First Seen Date |
Company Website | Impact Points 12 Weeks Percentile | Slack Linked |
Country | Impact Points All Time | Slack Usernames |
Discord Roles | Impact Points All Time Percentile | Employment Title |
Discord Usernames | Last Activity Date | Twitter Handles |
Discord Verification Date | Last Activity Signal | Phone Number |
Earliest Meetup Group Join Date | Last Company Change Date | |
Emails | Last Name | |
Employment Role | LinkedIn Usernames | |
First Activity Date | Meetup Group Member | |
First Activity Signal | Phone Number |
Company field sync to Salesforce
For any organizations synced between Salesforce and Common Room, Common Room can automatically update their Salesforce account fields to include relevant context.
We generally recommend creating new Salesforce fields for any context being sent back to Salesforce from Common Room to prevent overriding of existing data.
The following fields are available to sync into Salesforce for organizations:
Capital Raised |
---|
Common Room Org Link |
Community Engaged |
Description |
Employee Count |
First Activity Date |
First Activity Signal |
First Seen Date |
First Seen Signal |
Impact Points 12 Weeks |
Impact Points All Time |
Last Activity Date |
Last Activity Signal |
Last Seen Date |
Last Seen Signal |
Number of Active Members 12 Weeks |
Number of Active Members All Time |
Number of Members |
Resolved Location City |
Resolved Location Country |
Resolved Location Country Region |
Revenue Range Max |
Revenue Range Min |
Sub Industry |
Technologies |
Lead scores can be synced with Salesforce by creating a new custom field for the score and then creating a mapping for this field to the appropriate Salesforce field.
Sending contacts from Common Room to a Salesforce campaign
You can send a Common Room contact to a Salesforce campaign in one of three ways:
Depending on how your Salesforce outbound settings are configured, the resulting behavior in Salesforce will differ as follows:
Annual recurring revenue (ARR) is mapped to a Contact based on the corresponding Organization they’re associated with.
It's common to have community Contacts who are potential Leads and ready to engage with a Contact of your sales team, but who aren't yet created as a Lead or Contact in your Salesforce. Common Room can help you automatically identify community-qualified Leads based on criteria specific to your business (e.g. Industry = Financial Services AND Annual revenue > $1M AND > 2 Slack posts in the last month AND mentioned “pricing”). You may work with the Common Room team to define your automated community qualification criteria.
No, it's only possible to sync Activity inbound from Salesforce to Common Room.
If you use Salesforce as your CRM and HubSpot as your MAP (Marketing Automation Platform), you may want to integrate both with Common Room to get a holistic view of your Contacts and Organizations. This is possible today, but it’s important to keep a few important things in mind.
Here are some commonly mapped fields for contacts:
Here are some commonly mapped fields for accounts:
Lead and account scores are stored as custom fields so they can be mapped out to SFDC. To set this up, please reach out to your CSM for further assistance.
API only is fine as long as the integration user has permissions to view/edit leads, contacts, accounts, opportunities and campaigns.
A Salesforce Integration license should be fine.
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