Salesforce
Trigger referrals on Salesforce opportunities and update/add Salesforce contact field labels with their unique share link and referrer information.
Note: The Salesforce integration is only available to users on the annual GrowSurf Business plan or higher.
Important Note: Your Salesforce user account MUST have the proper permissions to perform the following actions within Salesforce:
Create custom fields, delete custom fields
Assign permissions to those custom fields
Create contacts, delete contacts
If the you do not have these permissions, the Salesforce integration cannot be enabled within your campaign. Please contact your Salesforce system administrator to update your user account with the listed permissions to proceed.
Referral Trigger
Description
When you connect your Salesforce account to your GrowSurf campaign and enable Referral Trigger, GrowSurf will automatically detect and trigger referrals on Salesforce opportunity stage changes.
GrowSurf will check the email addresses associated to a Salesforce opportunity contact for a match with a GrowSurf participant's email address. In order for a referral to trigger from within Salesforce, the following must be true:
An opportunity must exist in Salesforce
One or more contacts must be associated to that opportunity
One or more of those contacts associated to the opportunity must exist as participants within the GrowSurf campaign connected to Salesforce
If all of the above holds true and a match is found, the referral will trigger within GrowSurf once the opportunity stage moves to the target referral stage configured within the Salesforce referral trigger settings. Referral credit will then be given to the referrer and unlock any rewards, if applicable.
If a referral has already been triggered (and referral credit already was awarded), then nothing else will happen because referral credit can only be awarded once.
Here's how to set up Salesforce referral triggers:
How to Set Up
Important Note: Unless your campaign is configured to add participants automagically (see image), you'll need to make sure you first call JavaScript growsurf.addParticipant() or REST API /POST Add Participant to add new participants.
Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to Salesforce button.
Note: Once connected, Salesforce requires us to collect certain information from your organization, such as Org ID and business address. Please contact your GrowSurf customer success manager here to submit your organization details.
The Salesforce integration will continue to work without this information, however to ensure there are no service interruptions please submit this information within 3-5 business days of your first GrowSurf invoice payment.
Step 2: Once connected, toggle the switch to enable the Referral Trigger.
Step 3: Select a Salesforce opportunity stage.
(Optional) Step 4: You can add a referral trigger hold period by toggling the Show advanced settings section.
Note: The referral trigger hold period is useful for making sure that opportunities that fall through do not count as referrals. During this hold period, if an opportunity does not retain the stage you selected, the referral trigger will be cancelled completely.
Troubleshooting Tips
When testing out the Salesforce Referral Trigger integration, make sure to view participants' activity logs for details that can help you troubleshoot any issues.
When a Salesforce opportunity's stage is changed, that event is sent to GrowSurf asynchronously and could take up to one minute or longer depending on load. Until the event is received, GrowSurf cannot process the event and trigger the referral. Furthermore, we use a message queue to process these events. If you do not see a referral trigger right away, please be patient.
Sync Data
Description
When new GrowSurf participants are added to your campaign, they will automatically be added/updated as Salesforce contacts with new GrowSurf Field Labels. Their unique share link and referrer information will be available for use in emails and reports.
How to Set Up
Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to Salesforce button
IMPORTANT: Because the GrowSurf data sync to Salesforce only occurs after you have connected with the integration, it is imperative to connect with the integration BEFORE importing participants. Click here to see remedy options if you have already imported participants into your campaign but would like to sync their GrowSurf data to Salesforce.
Step 2: Give GrowSurf authorization to connect to Salesforce
Note: Once connected, Salesforce requires us to collect certain information from your organization, such as Org ID and business address. Please contact your GrowSurf customer success manager here to submit your organization details.
The Salesforce integration will continue to work without this information, however to ensure there are no service interruptions please submit this information within 3-5 business days of your first GrowSurf invoice payment.
Enabling Contact Field Visibility in Salesforce
Once you have successfully connected to Salesforce, GrowSurf fields are automatically available. However, in some cases the custom field permissions must be modified to grant other Salesforce users access and allow visibility.
To find contact fields and add permissions to those fields as an admin, follow the steps below:
Step 1: In Salesforce navigate to Setup > Object Manager > Contact > Fields and Relationships
Step 2: Select a Field Label from the list
Step 3: Click the Set Field-Level Security button and make modifications.
Critical Note: If any of the defaulted permissions (currently System Administrator and Standard User) are removed, GrowSurf will not have the ability to add contacts with the GrowSurf custom fields (e.g., GrowSurf Share URL).
How to Add Fields to Page Layouts in Salesforce
To view the GrowSurf custom fields within Salesforce, you must update one or more page layouts so that the fields appear for contacts within Salesforce.
Step 1: In Salesforce navigate to Setup > Object Manager > Contact > Page Layouts
Step 2: Select the target page layout from the list
Step 3: Click and drag one or more GrowSurf custom contact fields into the view
Step 4: Click the Save button
Step 5: Navigate to the layout to view the added fields
Examples
View our Salesforce tutorials to see different kinds of examples that you can copy/paste into your email templates.
Contact Field Labels
GrowSurf will automatically create these new contact field labels for your Salesforce contacts.
Field Label | API Field Name | Type | Description | Example |
GrowSurf Share URL |
| URL | The participant's unique Share URL (contains their unique GrowSurf ID) |
|
GrowSurf Participant ID |
| Text | The participant's unique GrowSurf ID |
|
GrowSurf Referral Status |
| Text | The referral status of the participant* |
|
GrowSurf Referrer Email |
| The email of the participant's referrer |
| |
GrowSurf Referrer First Name |
| Text | The first name of the participant's referrer |
|
GrowSurf Referrer Last Name |
| Text | The last name of the participant's referrer |
|
GrowSurf Participant First Name |
| Text | The participant's First Name |
|
GrowSurf Participant Last Name |
| Text | The participant's Last Name |
|
GrowSurf Total Referral Count |
| Number | The participant's all-time referral count |
|
GrowSurf Monthly Referral Count |
| Number | The participant's current month referral count |
|
GrowSurf Prev Monthly Referral Count |
| Number | The participant's previous month referral count |
|
GrowSurf Next Milestone |
| Text | The text for the next/upcoming milestone reward (only applies to milestone rewards. See an example here) |
|
GrowSurf Next Monthly Milestone |
| Text | The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. See an example here) |
|
GrowSurf Total Invite Count |
| Number | The participant's all-time invite count |
|
GrowSurf Total Impression Count |
| Number | The participant's all-time impression count |
|
*GrowSurf Referral Status can be the following: CREDIT_PENDING (This participant must still trigger a referral for their referrer to receive referral credit), CREDIT_AWARDED (This participant triggered a referral and their referrer received referral credit), CREDIT_EXPIRED (This participant did not trigger the referral credit within the referral credit expiration window so their referrer did not receive referral credit).
Troubleshooting Tips
If the new participant isn't being added to Salesforce, or if they are being added but their unique referral link isn't being synced to Salesforce:
Activity logs will denote if a participant was added to Salesforce or if they failed to be added. (In the case of failure, GrowSurf will re-attempt to add them for 7 days).
If the new participant is being added twice to Salesforce (as a Lead and Contact):
If you are tracking referrals on a form (typically a Marketo form), you will always see a new Salesforce contact created/updated by GrowSurf. This is the expected behavior, as GrowSurf will create/update Salesforce Contact objects regardless of Salesforce Lead objects. Your form most likely has an automation that also generates a Salesforce Lead upon form submission.
If you are having trouble connecting to Salesforce:
If you are having trouble connecting Salesforce to your GrowSurf campaign, the issue may be related to permissions. Contact your Salesforce administrator and ask them to enable API access in the 'Permission Sets' section. Keep in mind that API access is only available in certain Salesforce editions, including Enterprise, Unlimited, Developer, and Performance. It is not available in Group, Essentials, and Professional but can be added as a feature in the Professional edition. For more information, check out Salesforce editions with API access.
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