In this article, you will learn how to connect Salesforce to Forwrd and how to use it as a source when creating a scoring model.
Introduction to this integration
Adding Salesforce to Forwrd makes it easy to analyze and score your leads and customers by matching historical data (i.e., engagement, firmographics, demographics) against a business objective, to ultimately predict who will convert and why.
Here are some examples of use cases:
Predict which leads will become MQLs
Predict which MQLs will become Opportunities
Predict which Opportunities will become Paying customer
Predict which Customers will Expand
Predict which Customers will Churn
In addition to Salesforce, you are encouraged to add more data sources, in order to develop a holistic, unbiased scoring model that takes into account ALL relevant user touch points.
What you need to get started:
A Forwrd.ai account
A Salesforce account - (See section # 4 for more details on the account requirements and Salesforce settings)
Setting up the integration
Navigate to the 'sources' layer.
Click 'New Source' and select Salesforce.
Give your source a name that anyone accessing Forwrd can easily recognize.
From there, log in to Salesforce like you normally would.
Once done, Salesforce will show up as a source in your 'Sources' panel in Forwrd.
Click the 'three dots' icon to see more functions you can perform with this source. For example, you can share this source with another team member who uses Forwrd, and you can also test the connection to this source.