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Import Group Properties from Salesforce Fields

Feature availability

This feature is available in accounts with a Growth or Enterprise plan with the Accounts add-on.

This integration lets you create group-level properties from Salesforce data by setting specific Salesforce fields as group-level properties. This can be useful when analyzing information about accounts that exist in Salesforce and are tracked in Amplitude.

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Salesforce Sandboxes

This integration isn't available in Salesforce Sandboxes.

Set up and use the integration

Every morning, Amplitude runs a daily job to update all group properties whose pickup dates fall on the current date. You can change the interval to whatever frequency you'd like: daily, weekly, monthly or a specific number of days.  After you activate the Salesforce integration, the first sync task runs in the morning on the next day (UTC).

Note

An event doesn't need to occur after the property update because the group property (Salesforce property) isn't identified by the event. To add other custom (non-Salesforce) group properties to your groups, call the Group Identify API.

To match the group object in Amplitude with the data in the Salesforce, follow these steps:

  1. Grant access: Grant Amplitude access to your Salesforce data. In Amplitude, navigate to Data Sources, then select I want to import data into Amplitude. Find and select Salesforce. Follow the on-screen prompts.
  2. Set up account-level reporting: Verify that you have account-level reporting set up in Amplitude.

  3. Match the group type: In the Synced Salesforce Objects tab, use the group matching functionality to map the Salesforce field to an existing Amplitude group type. Amplitude uses the values of the field you select to match the field to the corresponding groups. For example, you have a field called "Account Sub-Type" for all accounts in Salesforce. You can use that field to map data to the Amplitude group type "Group Sub-Type".

    Object_Mapping.png

    Note

    If Amplitude detects an account in Salesforce with a unique mapped field value that doesn't exist in Amplitude, then it's created for you. However, because this new account doesn't have product usage data attached to it (as Amplitude has never seen the account before), it might not be useful to you.

  4. Match group properties: In the Synced Group Properties tab, use the group property matching functionality to map the Salesforce fields to the Amplitude group property. Amplitude periodically fetches those fields and append them to the corresponding groups as group properties. If you name a new group property during this step (for example, one that doesn't already exist in Amplitude) you don't also need to instrument it later. Adding it here is enough.

    Example

    Mapping the field Active to the group property Active Status and the field Account Score to the group property Account Score create group properties Active Status and Account Score for all tracked accounts, with the values pulled from Salesforce. 

    Field_Mapping example

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