☁️Salesforce Integration

Learn about the Useful<>Salesforce integration and how to get the most out of your analyses.

The Salesforce integration with Useful enables you to use the custom attributes defined in your CRM as segmentation criteria in your reporting and analysis. The integration also ensures that the data in the analysis is always up-to-date and reflects the data as shown in your CRM.

For example, use the Salesforce integration to run a report that looks at the product use cases and feedback among open stage 2 opportunities. Or, segment your customer base by market segment, industry vertical, and incumbent solutions, to get a nuanced understanding of the use cases that matter to different subsets of your customer and prospect base.

Useful imports Salesforce data from 5 objects: Accounts, Opportunities, Leads, and Contacts. We'll work with you directly to customize the specific fields that are synchronized.

Connecting to Salesforce

To connect Useful to Salesforce, visit the Integrations tab within settings and click "Connect" under the Salesforce integration.

Required Permissions

You need API access enabled on your Salesforce Org. If API access isn't enabled, you get an error when you try to connect. You must be a Salesforce admin to connect.

We ask for read access to your basic information and standard Salesforce objects. Useful requires this access to read data (Lead, Contact, Account, Opportunity, OpportunityHistory, Field History tables, Task, Organization table and so on) using REST API.

Updating Records

After an initial sync, Opportunities are updated every hour. Useful uses an incremental update (i.e. Opportunities that were modified since the last sync are updated). Contacts and Accounts are synced once upon the initial integration and then as new call recordings are processed in Useful. If a Contact and/or Account associated with a call does not exist in Useful, we look up the Contact and/or Account in Salesforce to create a record in Useful.

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