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Salesforce integration

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If you store subscriber data in Salesforce that you want to use in ProsperStack, you can use the Salesforce integration to keep your Salesforce data in sync with ProsperStack.

The Salesforce integration connects with your Salesforce account to link contact fields with subscriber custom properties in ProsperStack. Use custom properties in segments to enable targeted offers, conditional cancellation flow steps and segmented reporting. Learn more about custom properties.

Connecting your Salesforce account

Navigate to the Salesforce integration page by clicking Settings in the left navigation, then Integrations. Click Configure in the Salesforce section.

Connect Salesforce

Click Connect Salesforce to begin the connection process. You'll be redirected to grant ProsperStack access to your Salesforce account.

Allow access to Salesforce

ProsperStack will request access to your Salesforce data in order for the integration to work. The integration is read-only and will not change any of your Salesforce data. Click Allow to proceed.

Once your account is connected, you can map Salesforce contact fields to custom properties in ProsperStack.

Mapping properties

In the Property mappings section, you can select a Salesforce contact field to map to ProsperStack subscriber custom properties.

Select a field from your Salesforce account from the dropdown on the left, then choose a corresponding custom property in ProsperStack (or create a new one) to store the data.

Select a Salesforce field

The custom property in ProsperStack must be of the same data type as the Salesforce field to create a mapping. For example, an integer field in Salesforce must be mapped to a number custom property in ProsperStack.

Click the + button to add another mapping. You can add as many mappings as you need.

Once you've configured your property mappings, click Save changes. ProsperStack will begin collecting your Salesforce contact data and will keep it in sync over time.

Sending data to Salesforce

In the Question mappings section, you can select survey questions to map to Salesforce contact fields. When a subscriber answers a survey question in your cancellation flow, ProsperStack will send the data to Salesforce and store the answer in the selected field.

Select a question from your available cancellation survey questions using the dropdown on the left, then choose a Salesforce field that will store the answer data.

Select a question

When storing the answer to a multiple choice survey question in Salesforce, ProsperStack will use the option's reason code if configured. If no reason code is configured, the full text of the multiple choice option will be stored.

Matching Salesforce contacts

Salesforce contacts are matched with subscribers in ProsperStack by email address. For your Salesforce fields to be correctly mapped to subscribers in ProsperStack, make sure that customers in your connected subscription platform have a valid email address that matches with a corresponding contact in Salesforce.

View subscribers in Salesforce

Once the Salesforce integration is connected, ProsperStack subscribers that are matched with contacts in your Salesforce account will be linked so you can refer back to them in Salesforce.

View in Salesforce

When viewing a subscriber in ProsperStack, click the View in Salesforce link to open a new browser window to the contact in your Salesforce account.