InformationBodyBuild journeys that enrol, branch and update contacts from your Salesforce CRM. Applies to: Journey Builder; sites with a Salesforce connector connection Overview Journey Builder can use Salesforce as a journey’s CRM source. When you select it, the list, entity and field pickers show Salesforce data. You can start journeys from contact activity, split contacts down different paths, and send emails or update Salesforce records automatically. Before you start Your site needs the standard Salesforce Connector (not the UpperSigma Salesforce Connector). A non-connector Salesforce instance doesn’t make Salesforce available in Journey Builder. For website-visit nodes, your website must be tracked. There is no Feature Access permission to turn on for Salesforce in Journey Builder. Turn on Salesforce in Journey Builder 1. Go to Admin > CRM Connections. 2. Check that Salesforce is configured as a Connector Salesforce CRM connection. If it isn’t, contact Vuture Support. When the connector connection exists, Salesforce appears in the Journey Builder CRM dropdown automatically. Set up a journey with Salesforce 1. Create or edit a journey in Journey Builder. 2. Add your enrolment criterion. 3. In the CRM dropdown, select Salesforce. 4. Add branching and action nodes to start building a journey. Use Salesforce in Journey Builder Supported nodes Node type Node What it does with Salesforce contacts Enrolment Email Opened Enrols contacts who open a tracked email Enrolment Link Clicked Enrols contacts who click a tracked link Enrolment Contact Added to List Enrols contacts added to a selected Salesforce list Enrolment Contact Removed from List Enrols contacts removed from a selected Salesforce list Enrolment Filter Enrols contacts who match your filter criteria Enrolment Form Submitted Enrols contacts who submit a specified form Enrolment Scheduled Email Sent Enrols contacts who are sent a specified scheduled email Enrolment Website or URL Visit Enrols contacts who visit a specified page on your tracked website Branching Email Opened Yes/No on whether the contact opened an email Branching Link Clicked Yes/No on whether the contact clicked a link Branching List Subscription Yes/No on list subscription status Branching Form Submitted Yes/No on whether the contact submitted a form Branching Website/URL Visit Yes/No on whether the contact visited a tracked URL Branching Filter Filtered (Yes) or Not Filtered (No) on your filter criteria Branching Date Branches on a date Branching Parallel Splits contacts down parallel paths Action Send Email Sends an email to the contact Action Add to List Adds the contact to a selected list Action Remove from List Removes the contact from a selected list Action Send Notification Sends a notification for Salesforce contacts and leads Action Change Field Writes a chosen value to a field on the Salesforce record Action Wait Wait for a set time until the next action Enrolment criteria Contact Added to List and Contact Removed from List: choose the list in the Email List picker, which loads Salesforce lists. The List Subscription, Add to List and Remove from List nodes use the same picker. Filter: build the criteria from Salesforce entities and fields. Scheduled Email Sent: choose the scheduled email. Only contacts on the list who were sent that email are enrolled. Website/URL Visit: enter a page name or URL in Page name. Contacts who visit a page containing that value are enrolled. Branching on a filter 1. Add a Filter branching node. 2. On the Salesforce filter screen, pick a filter. Select New, Edit or Delete to manage filters. Contacts who match the filter for the list they were enrolled from go down Filtered. Everyone else goes down Not Filtered. Because the check uses the enrolment list, list-specific values such as RSVP status are respected. For example, you can send different follow-ups to contacts who did and didn’t accept an event RSVP. Action nodes Send Email uses the contact’s email address and personalisation data from Salesforce, and tracks opens and clicks. Send Notification identifies whether the record is a Salesforce Contact or Lead. To update a Salesforce field: 1. Add a Change Field action node. 2. Select the Salesforce Entity, for example Contact. 3. Select the Field. 4. Select the Field Value. The options come from the selected field. Field and Field Value are required before you can save. When contacts reach the node, the value is written to their Salesforce record, for example Email Type = Newsletter. Saved settings reappear when you reopen the node. Change Field ONLY works for Salesforce Contacts. Good to know Salesforce only appears in the CRM dropdown on sites with a Salesforce connector connection. Website or URL Visit enrolment matches any visited page containing the value you enter. TitleUsing Journey Builder with SalesforceURL NameUsing-Journey-Builder-with-Salesforce