Syncing Site Data to Salesforce
The Salesforce integration lets you view site member details, activity, and posts directly in Salesforce. This integration creates three custom objects—Site Member, Site Member Activity, and Site Post—and automatically syncs your site data into them every hour.
Note: You need Salesforce admin privileges to access these objects. If you don't have admin access, contact your Salesforce administrator.
What you can do with this integration
- Get a complete view of customer interactions: See all site activity tied to specific contacts or accounts in one place, giving you a single source of truth for customer behavior and preferences.
- Spot engagement trends: Combine site engagement data with your existing Salesforce customer data to identify patterns and trends you might otherwise miss.
- Build targeted campaigns: Create segments based on site activity and use them to build personalized engagement workflows and campaigns for specific customer groups.
Set up data export
Step 1: Integrate Salesforce with Bettermode Site
First, set up the integration by following the steps in Integrate Salesforce with Bettermode Site.
Step 2: Enable data export
- In your integration settings, find the Enable Site data export toggle.
- Switch the toggle on.
View the custom objects in Salesforce
After enabling data export, follow these steps to view your synced data in Salesforce:
- Log in to Salesforce with admin privileges.
- Click the gear icon in the upper-right corner and select Setup.
- In the left navigation menu, select Object Manager.
- Search for and select one of these objects:
- Site Members
- Site Member Activity
- Site Posts
- From this page, you can view and manage the object's fields, relationships, and other attributes.
