Workflows & Automation
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      2. Workflows & Automation

      Workflows - Salesforce Report Sync

      Create Workflows to sync accounts in a SFDC report to N.Rich.

      Use case:

      Manage your account lists in Salesforce as Reports and keep them synced with N.Rich Segments.

       

      This integration enables marketers to dynamically sync account lists from Salesforce into N.Rich workflows without manual CSV imports. It’s especially useful for aligning campaign targeting with the latest CRM data — such as lists of active opportunities, ICP-fit accounts, or other filtered views.

      Step-by-step: How to sync a Salesforce Report to a Segment

      1. Create a Salesforce Report

      Official Salesforce guide: How to create a report 

      2. Add required columns

      • In the report builder, add the fields you need

      • Mandatory: Add the Account ID column — this is essential for N.Rich to associate accounts correctly

      3. Save and share the report

      • Click Save & Run

      • Name your report (e.g., “Target Accounts for Q2”)

      • Save it to a folder that can be shared

      • Navigate to the Folders section

      • Find the folder where your report is saved

      • Click the dropdown next to the folder name and select Share

      • Share it with the Salesforce user used in the N.Rich integration

      • Grant them Viewer or higher access

      📖 Official Salesforce guide: How to share a report folder

       

      4. Grant the required permissions

      The Salesforce integration user must have access to the Report object.

      No reintegration is needed — just ensure the right permissions are in place.

      🔗 Salesforce Report Object Reference

       

      5. Wait up to 12 hours

      Once the report is shared and permissioned, it may take up to 12 hours for the report to become visible in N.Rich.

       

      Set up the sync in N.Rich

      6. Create a Workflow in N.Rich

      • Go to the Workflows section

      • Select the + New Workflow

      • Select CRM as the data source

      • Choose Salesforce Reports as the account source

      7. Connect the report to a segment

      • Select the Salesforce report you created

      • Choose a destination N.Rich segment

      • Save the workflow

       

      The workflow will keep your segment synced with the accounts from the Salesforce report.

      Domain matching requirement

      Only accounts with a resolvable domain will be imported into N.Rich. More information about the domain mapping requirements