Overview

Integrating VWO with Salesforce unlocks powerful capabilities for targeted experimentation and personalization. This integration enables you to import Salesforce object lists into your VWO account and segment visitors based on valuable customer data, leading to more relevant and effective campaigns. 

Enabling the Integration

1. Log in to your VWO account.
   
   
2. From the left panel of your VWO dashboard, go to Configurations > Integrations, which provides integrations to be enabled at the workspace level. By doing so, the integrations are applied to all the test campaigns in the future by default.
   
   
3. Click on the Salesforce integration and enable it.

Configuring the Integration

After you enable the integration, you’ll be taken to the Salesforce integration page’s Config tab, where you must connect your Salesforce account with VWO to enable data streaming from Salesforce. To do this, perform the following steps:

1. Select the Enable use of Salesforce object list for visitor targeting option and click Save.
   
   
2. Click on the Authenticate VWO on Salesforce button.
   
   
3. In the authentication popup that appears, supply your Salesforce account credentials to log in to your Salesforce account. Upon successful login, your Salesforce account is connected to your VWO account. This enables VWO to access your account to import your Salesforce object list.

NOTE: VWO authentication does not automatically authorize access to your Salesforce data. You must configure the specific data you want to import.

Importing Salesforce Object Lists

After logging into your Salesforce account, you’ll be taken back to the Config tab of the Salesforce integration page, where you can start importing your required Salesforce object lists. To do that, click on the Add object list from Salesforce link and perform the following steps in the Create object list pane:

1. In the Object list name field, provide a descriptive name for your list.
   
   
2. From the Object for targeting dropdown, select the relevant Salesforce object type (e.g., Lead, Account, and Opportunity).
   
   
3. Choose the specific field within the object that contains the data you wish to target (e.g., Website, Email).
   
   
4. Select the checkbox to confirm that the imported list adheres to data privacy regulations and does not contain Personally Identifiable Information (PII).
   
   
5. By default, VWO fetches all the data subject to the object list condition specified. If needed, you can further refine your list by clicking on the Add condition link and adding conditions to filter the data (e.g., “Lead Status = Qualified”).
   NOTE: You can import any of your standard Salesforce object data (lead, contact, opportunity, and accounts).
6. Before submitting the request, you can run a test to check if the object list conditions match by clicking on Test Data. This displays a preview of the data that will be imported. If you need to make any changes to the condition, click on the Edit condition button and perform the required changes.
   
   
7. Once all is set, click on Submit.

This triggers VWO to fetch your object list. The data sync starts and you’ll be able to use your object list after the sync completes.

VWO runs an automatic sync process once daily. If any update is made in Salesforce to the imported object list, you can run a manual sync either for all of your object lists by clicking Sync all or by selectively syncing an object list by accessing the Sync option from the vertical ellipsis.

NOTE: The import of your Salesforce object lists is subject to your Attribute list quota. 

Once the sync is complete, you’re now ready to use the list to target visitors in your VWO campaign.

Targeting Visitors With Salesforce Data

Assume that your website caters to B2B, and you want to target specific campaigns based on the lead status in Salesforce. You can show different messaging or offers to leads in the "Free Trial" status compared to those in the "Qualified" status. 

You can perform this by importing their website domain via your object list and matching the same with any of the following:

• Your predefined browser variable, such as a cookie, JS variable, local storage, etc. 
  
  
• Any third-party IP-reveal service such as ClearBit, 6sense, Demandbase, and Tealium. 

Let’s say you want to target using 6sense by matching the leads in your Salesforce object list; you can perform this through the following steps:

NOTE: In order to use a third-party IP-reveal service existing in VWO, you need to enable the respective integration in VWO and possess an active subscription with the service provider.

1. Go to the Testing section and create a new A/B test or create a Personalize campaign.
   
   
2. Under the Configuration tab, navigate to Audience and Traffic > Target Audience > Custom Segment.
   
   
3. Select the 6sense Attribute condition and choose Domain in the dropdown adjacent to it.
   
   
4. Select the In list match condition.
   
   
5. In the last dropdown, select the object list that you want to use to target your visitors and click Save Now.

Alternatively, you can also use VWO’s in-built targeting options to match the object list data in a similar way.

By seamlessly integrating VWO and Salesforce, you can leverage the power of customer data to create impactful and data-driven optimization campaigns.