Salesforce CRM

The Sources module supports importing data from the Salesforce CRM. Salesforce CRM stores data as standard objects that are like tables. Although Salesforce has many standard objects, currently, Zeotap supports data sync from all standard objects and custom objects associated for a particular Salesforce account. Some standard objects like Account, Contact, Lead, Case and Opportunity contain columns corresponding to first-party user IDs, which can facilitate user matching. Make sure you ingest User ID in such cases.

Here is the list of all the standard Salesforce Objects that are supported.

To learn more about how Zeotap interacts with Custom objects created in Saleforce, click here.

The first data sync takes place once you create the source. However, the subsequent syncs take place based on the refresh frequency that you select. Currently, we support the following sync frequencies:

• Daily
• Weekly
• Monthly

Understand Salesforce CRM Source with a Use Case

For example, an automobile manufacturer can leverage Zeotap’s integration with Salesforce CRM to streamline their data management process. The manufacturer can centralise customer information and leverage first-party user IDs for user matching by syncing data from Salesforce’s Account, Contact, and Lead objects. This enables them to create targeted marketing campaigns, personalise communication with prospects and customers, and track the customer journey effectively. With the flexibility of selecting sync frequencies, the manufacturer can ensure their data is up-to-date for informed decision-making and improved customer engagement.

For more information about how to create a Salesforce CRM Source, refer to Creating Salesforce CRM.