Foundry Intent streams generate lists of accounts and contacts showing intent on your selected topics. By default, these streams generate emailed output files, but you can also configure a direct sync to Salesforce.
To facilitate this data flow, the Foundry Intent stream output data is passed into a Foundry ABM instance on the backend. Then, Foundry ABM handles pushing the data into Salesforce.
Once you've worked with your CSM or our CS Solutions team to create your initial intent stream, follow these steps to prepare your Salesforce records, authenticate Foundry ABM with your Salesforce instance, and configure field mapping.
- Locate a welcome email from info@triblio.com and follow the link to set up a password to log in to Foundry ABM. If you don't see this email, check your spam folder. If you still don't see this email, let us know at tribliosupport@foundryco.com and we'll resend the welcome email.
- Once you've logged in to Foundry ABM, navigate to Setup -> Salesforce Setup on the left side of the page: https://app.triblio.com/tux/app/#/setup/salesforce
- Click "Authenticate" - this will redirect you to Salesforce and prompt you to log in with a Salesforce user account. The integrated user's Salesforce permissions will govern what our system can see and modify in Salesforce, so we recommend selecting a user with read/write privileges for Account, Contact, and Lead objects.
- Next, back in Foundry ABM, select the appropriate mapping fields in the four drop-down menus below the "Authenticate" button. These should point to corresponding fields in Salesforce that contain the most reliable website and email data for account, lead and contact records. These mappings help us determine which records already exist in Salesforce to avoid duplication and unnecessary API calls.
- Click "Foundry Intent Sync" at the bottom of this setup page. This expands the area where you configure which types of records you'd like to sync and which fields you want to populate on their corresponding Salesforce records.
- Configure Account syncs
- If you'd like to sync Foundry Intent data to your Salesforce account records, move the toggle to "On" next to the "Account Sync" title.
- Then, select target fields in the "Salesforce Field" column for each of the values in our intent dataset. We recommend creating new fields on your Salesforce account records to receive the "Intent Score", "Intent Signal" and "Intent Date" values (this last one is called "Date" in our UI but we recommend calling it "Intent Date" in Salesforce for clarity). "Intent Score" receives numeric values (integers only), "Intent Signal" contains text values (up to 200 characters), and "Date" contains date values. These syncs have the ability to update existing account records and create new account records if an account shows up in the intent stream but doesn't exist in Salesforce.
- The values in the "Action" column next to each field determine whether these values will be set only when creating new records or both when creating and updating records. We recommend leaving them as default which updates the "Intent Score", "Intent Signal" and "Intent Date" for existing records and sets the rest of the fields for new records only.
- Finally, toggle "enable" on next to each field you'd like to start syncing to Salesforce.
- Configure Contact/Lead syncs
- If you'd like to sync Foundry Intent data to your Salesforce contact or lead records, move the toggle to "On" next to the "Contact Sync" title. Next, select "Lead" or "Contact" from the dropdown next to the "On" toggle. This controls whether the sync will target lead or contact records in Salesforce. If you select "Contact", our system will create corresponding new accounts for any new contacts that qualify for the intent stream.
- After making this selection, configure target fields in the "Salesforce Field" column for each of the values in our intent dataset. We recommend creating new fields on your Salesforce contact or lead records to receive the "Intent Signal" and "Intent Date" values (this last one is called "Date" in our UI but we recommend calling it "Intent Date" in Salesforce for clarity). "Intent Signal" contains text values (up to 200 characters) and "Date" contains date values.
- These syncs have the ability to update existing contact or lead records and create new records if an contact shows up in the intent stream but doesn't exist in Salesforce. The values in the "Action" column next to each field determine whether these values will be set only when creating new records or both when creating and updating records. We recommend leaving them as default which updates the "Intent Signal" and "Intent Date" for existing records and sets the rest of the fields for new records only.
- Finally, toggle "enable" on next to each field you'd like to start syncing to Salesforce.
Note: that you do not have to configure both Account and Contact/Lead syncs - plenty of customers choose to only sync one record type, depending on what fits their process best.
For any field in this sync configuration section, you can set a default value in the "Default" column. The most common use case is to set a hard-coded value in a Salesforce field that doesn't have an analog in our source intent dataset. For example, if you want to set "Lead Source" as "Foundry" for new leads, click "Add Field", select a target field in Salesforce, set the type as "String", enter "Foundry" as the default value, set "Action" to "createOnly" and toggle "Enabled" on.
Warning: Do not click the "Sync now (test update only)" button. This will push any values in the "Default" column to every record in the integrated Salesforce instance. This can be handy if you're testing in a dev environment but certainly not something you'd want to do in production.