Setting up your Salesforce integration

BombBomb's Salesforce integration lets you import contacts and leads from Salesforce and keeps Salesforce in the loop with all the activity in your BombBomb account. 

Watch this video or follow the steps below to set up and use your Salesforce integration! 

Connecting your integration

Step 1: Hover over your name in the upper right corner of your BombBomb account and click "Integrations." 

Step 2: Search for the Salesforce integration and click on it. On the next page, click "Connect." When the pop-up box appears asking for permission, click "Allow." 

Adjusting your settings

Overall Integration Limiter: Salesforce sets limits as to how many API calls can be sent to your organization per day. This limit is usually set to 1,000 calls per Salesforce user account per day. BombBomb does its very best to be judicious in not over-utilizing the Salesforce API. However if you use your BombBomb account to send many thousands of emails, we will have to make a number of calls to represent that activity in Salesforce.

Under "Overall Integration Limiter," add the number you'd like to limit your API Calls to and click "Set a Limiter." If you enable this limiter and you reach the limit, subsequent events in the rolling 24 hour period will not be sent.

Only Sync Owned Entities: You will also see the option to only sync owned entities. Checking the "Only Sync Owned Entities" box prevents you from pulling in content that doesn't directly belong to you.

Sync your lists from Salesforce

Your next step is to sync your contacts. Head over to your Contacts tab. You'll see a new "Sync from Salesforce" button.

Clicking this link will present you a list of your Contact and Lead List Views in your Salesforce account. Check the boxes next to the lists you want to work with in BombBomb, and click "Save My Selections" at the bottom of the popup. 

Once you've saved your selections, you'll see this Salesforce contact list in your left panel. Click on it, and then you can bring in the contacts from Salesforce by pressing "Sync from Salesforce." Don't worry about keeping these lists updated; BombBomb will automatically do this for you when a send is attempted to a list. 

That's it! 

With the integration active, BombBomb will forward events from your BombBomb account onto leads or contacts in Salesforce.

These events appear in Salesforce in the Activity History for leads and contacts as Completed Tasks.

 

Note: If there is no contact or lead in Salesforce with a matching email address, the integration will not be able to track these activities in Salesforce. We do not attempt to create leads or contacts for you. To conserve Salesforce API calls, updates are performed about every five minutes, so it may take a moment for interactions to appear in Salesforce.

Salesforce editions compatible with BombBomb

Salesforce provides programmatic access to your organization's information using a simple, powerful, and secure application programming interface, the Apex Web Services API (the API).

To use the API, your organization must be on one of the following 4 editions.  Note that this feature is enabled by default:

1. Enterprise Edition
2. Unlimited Edition
3. Developer Edition
4. Performance Edition

The API package is not available for the following editions:

1. Contact Edition
2. Group Edition
3. Professional Edition*

If you are an existing Salesforce customer and want to upgrade to either Enterprise or Unlimited Edition, contact your Account Executive.

Note: Certified partner applications, such as the PE version of the Excel Connector, are granted an API token once they have completed a security review. This API token is sometimes referred to as a "Client ID." API requests identified with a certified partner application's API token are allowed to operate with Professional Edition orgs. More information on Partner Certification can be found here: http://wiki.apexdevnet.com/index.php/Certification_FAQ.

*Professional can have API temporarily turned on by contacting their Account Executive. Professional can also purchase API by contacting their Account Executive.

Learn more about the Salesforce integration on their blog!