Salesforce Integration Guide

Purpose

The N.Rich Salesforce CRM integration is used for the following purposes:

1. Pulling opportunity data from Salesforce to N.Rich:
   This data is used to measure opportunity attribution (opportunity analytics), create segments based on opportunity data, and to generate Ideal Customer Profiles (ICP).

2. Pushing ABM engagement data and Intent data to Salesforce account object:
   This data becomes available as account properties on Salesforce and can be used for account prioritisation, reporting, or for sales outreach personalisation, to mention some examples.

3. Sync SFDC accounts to N.Rich:
   You can sync accounts in a specific report in SFDC to N.Rich using Workflows, keeping your account list in sync across both platforms. 

Before you integrate: 

• For security reasons, it is recommended to create a dedicated user for N.Rich instead of using shared credentials and a shared user.
• The Salesforce user must have read and write access to the SFDC API, including Accounts, Contacts, Opportunity objects, as well as any objects used for identifying product-association of opportunities.

2. You need to add the following N.Rich IP addresses as trusted from SFDC:

• 141.94.102.61
• 51.83.66.86
• 162.19.61.72
• 15.235.83.18
• 15.235.83.19
• 15.235.66.79

For instructions, please see Set Trusted IP Ranges for Your Org. 

3. The account properties must be manually created in SFDC. For the sync to be successful, please follow our Salesforce Account Properties Creation Guide.

4. N.Rich uses website domains to match an account in N.Rich to an account in Salesforce. In order for the sync to work, your Salesforce records need to have valid domains within the website field of each account.

For successful mapping, please ensure both of the following conditions are true:

• The Salesforce Website field contains a valid company domain (e.g. https://www.ibm.com).
• At least one associated Contact has an email address with a matching domain (e.g. alice@ibm.com).

If the domain from the Website field matches a domain from contact emails, the account will be mapped successfully.

Domain mapping will fail if:

• The Website field is empty, invalid, or contains non-company domains (e.g. gmail.com, linkedin.com, or random strings).
• There are no contacts with a valid email domain.
• The Website domain and contact email domains do not match.

In these cases, the account will not be synced until a valid domain is provided. If no domain can be confidently mapped, the account will be excluded from syncing. This helps avoid incorrect associations and ensures data quality across systems.

To integrate

After completing the prerequisites above, simply click on the "INTEGRATE" button on N.Rich settings (Settings Cog Icon > CRM > Salesforce CRM > INTEGRATE) and authenticate with a Salesforce API user.