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            Set Up Automated Data Sharing Between Personalization and Salesforce CRM

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            Set Up Automated Data Sharing Between Personalization and Salesforce CRM

            After you configure automated data sharing, Marketing Cloud Personalization and Salesforce CRM share data on a nightly basis.

            Required Editions

            Decide which data you want to share between Salesforce CRM and Personalization. For more information, see Plan Data Sharing Between Personalization and Salesforce CRM.

            Permissions Needed
            To set up data sharing: A role with Administrator permissions
            1. Log in to Personalization as an administrator.
            2. In Personalization, select Third Party > Integration Setup from the Channels & Campaigns section of the main navigation.
            3. Select Salesforce CRM.
            4. Configure data sharing from Personalization to Salesforce CRM. Click the Push tab.
            5. To synchronize more than one Personalization dataset to Salesforce CRM, select Push data to dataset-specific Salesforce fields and then enter a text value in the Dataset-specific field infix text box. This text is added to the field name as: Interaction Studio_infix_LastActivity.
            6. Select Create Salesforce field sets to group Interaction Studio fields if you want to group all Personalization fields in a single field set on your Contact or Account pages.
            7. On the User tab, select the data items you want to send to Salesforce CRM.
            8. Click the Account tab and select the data items you want to send.
            9. Click Save.
            10. Configure data sharing from Salesforce CRM to Personalization. Click the Pull tab.
            11. In the Synchronize Salesforce section, select the types of Salesforce CRM records you want to synchronize with Personalization—Contacts, Accounts, and Leads. A tab appears for each record type you select.
            12. For each record type, configure the following:
              1. In the Only pull records section, you can restrict sharing to include records created or modified after a certain number of days.
                Selecting these options reduces the sync time and allows for incremental syncs. For example, you can initially pull all leads modified in the past 180 days, and then change the configuration to only pull leads modified in the past two days. Then the nightly sync only pulls leads modified after the previous nightly sync. The Last Created and Last Modified filters are joined with AND logic, so they’re cumulative.
              2. For specific records, click +Pull New Salesforce Contact Field.
              3. From the Salesforce Field dropdown, select a field to pull data from.
              4. From the Evergage User Field dropdown, select a Personalization field to receive the data.
              5. To set the field as a unique identifier match between Salesforce CRM and Personalization, select Match On Field.
              6. Click Add to add the new field.
              7. Add any other fields as necessary.
            13. Click Save to save your changes.
            14. Click the Setup tab.
            15. To test your setup, click Synchronize Now.
              Run an on-demand job with Synchronize Now to verify your initial integration setup or confirm setup changes. After your setup is confirmed, it’s best to rely on automated data sharing instead, which occurs nightly. The Synchronize Now option is available if needed.
            16. When the data sharing is complete, the Last Synchronized date and time update, and the status changes to Success.
              The Salesforce CRM data that you shared is immediately available in Personalization in reports, filters, and the unified customer profile.

            To view Personalization data in Salesforce CRM, you must configure the applicable record layouts in Salesforce CRM. For more information, see Show Personalization Data in Salesforce CRM.

             
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