Salesforce
CRM
Data in
Data out
Use Salesforce data for guide targeting, and pass guide progress back to Salesforce
Why use this integration
- Guide targeting: use data in your CRM to target accounts and users
- Onboarding context for CSMs: see guide engagement and specific steps completed in Salesforce
How to set up
In Bento
- Have your Salesforce Admin log into Bento and OAuth with Salesforce from the integrations page
- Then, map Salesforce Accounts and Contacts to Bento Accounts and Account Users
- To receive data from Salesforce, simply select the Salesforce Account or Contact properties you'd like to sync to Bento
- You can run a one-time sync and check in the Details tab of any customer to see the attributes populate
- To send data to Salesforce, follow instructions to install the managed package and choose the guide(s) to sync to Salesforce
In Salesforce
- When installing the managed package, be sure to grant permissions to All Users
- After installing, add Bento objects to the Account layout via Related Lists
- You can kick off a manual sync from the Bento admin UI to verify data is passing in correctly
