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Push Forwrd's Predictions to Salesforce
Push Forwrd's Predictions to Salesforce

In this article you will learn how to enable Forwrd to push prediction results to Salesforce on an ongoing basis

Forwrd Support avatar
Written by Forwrd Support
Updated over 2 months ago

Introduction

You can automate Forwrd to continuously update Salesforce with your model's output. This will enable your GTM teams to review and prioritize based on the results.

Forwrd provides the following output for each prediction:

  • Forwrd Score - Forwrd scores each record as either Excellent, Good, Fair, or Poor based on the propensity to convert. 'Excellent' has the highest propensity, while 'Poor' has the lowest.

  • Forwrd Explain - This explains the top signals influencing the model's score.

  • Forwrd Trend - Values are either Up, Down, or empty (no change). For example, if a prediction changes from Fair to Good, the trend value will be Up.

  • Forwrd Score Date - the date of the recent score change.

This article provides a step-by-step guide on setting up these fields in Salesforce and automating them in Forwrd.

What you need to get started

  • A Forwrd.ai account

  • A Salesforce account

Setting up the integration

  1. Create the Forwrd fields in Salesforce:

    1. Login to Salesforce and go to Setup->Object Manager

    2. Choose the object you would the Forwrd's prediction to be visible on (e.g. Contact or Account)

    3. Click Fields & Relationships and create the following custom fields:

      1. Forwrd Score* - field type should be 'Text'

      2. Forwrd Explain - field type should be 'Long Text'

      3. Forwrd Trend - field type should be 'Text'

      4. Forwrd Date - field type should be 'Date'

      *Suggested custom fields names

    4. Add the new fields to the relevant object layout

      For additional information on how to create custom fields on Salesforce please refer to Salesforce Help Center.

  2. Set model automation in Forwrd

    1. Login in to Forwrd

    2. Go to the automation tab of the model you would like to automate

    3. Click on 'New' to create a new automation

    4. For each automation, you'll need to define 3 parameters:

      1. Read from:

        Configure this to define additional conditions for the audience you want to filter (e.g., only predict leads created in the past day).

      2. Update to:

        1. Update source - select Salesforce

        2. Object - select the relevant object

        3. Record ID - this should be Record ID

        4. Score | Explain | Trend | Scoring data - for each tab choose the relevant property you created in section 1.

      3. Sync:
        This is the automation scheduler, for example, every day at 12 am. You can add multiple syncs by clicking on 'Add'.

    5. Turn the automation on by clicking on the off/on toggle.

    6. The automation is ready! Forwrd will create a new prediction and update Salesforce with the results based on the sync schedule you configured.

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