Configuring Contact (i.e. User) import + sync with Salesforce
With Salesforce + Vitally, you can import all or a subset of your Salesforce contacts (or custom objects) into Vitally, link existing Vitally users with matching Salesforce objects, and even update Salesforce fields in Vitally (with the change automatically applied back in Salesforce).
Let's go over the various options when configuring the Contact import/sync with Salesforce.
Step 1: Configure which Salesforce object corresponds to a Vitally user
Question: First, select the Salesforce object that corresponds to a Vitally user.
For the majority of cases, you'll select Contact here. However, if you use a custom object in Salesforce that maps to the way you track users in Vitally, select that custom object here.
Step 2: Configure how Salesforce contacts should match to Vitally users
Question: "First, we need to be able to link your Salesforce contacts to your Vitally users. Do your Salesforce contacts have the primary ID of the user stored in some field?"
In Vitally, all users have a single, global account ID (called "External ID").
This ID is always set by the first system that creates the User in Vitally. If you use Segment's
identify API, for example, the "External ID" is the ID passed in your
We pretty much always recommend that this ID be the primary ID assigned by your database to the user. We also recommend tracking that ID in all your systems, including Salesforce. So if you already do that, select Yes here, and in the next option, select the Salesforce field that has that value:
If you don't track this ID in Salesforce already, select No. You'll then need to configure a Salesforce field that has a value which maps to an existing Vitally user trait:
Step 3: Specify whether Salesforce should be able to create new users in Vitally
Question: "Do you want to create new users in Vitally if a Salesforce contact doesn't match a current Vitally user, or just update current Vitally users with data from a matching contact in Salesforce?"
It is quite common for Salesforce to track users that aren't actually current customers. In that case, you probably don't want those users in Vitally. You can achieve that in one of 2 ways:
Option 1: Allow Salesforce to create users, but define filters to limit the contacts to import
Let's say that anyone with a "Title" in SFDC that contains "VP" in their value is an actual user that you want in Vitally. The above filter will help you ensure that only your actual customers in Salesforce create new user profiles in Vitally.
Option 2: Don't allow Salesforce to create users - only update existing Vitally users with matching Salesforce contacts
Select this option if you'd rather some other system (e.g Segment, Intercom) create the user in Vitally first before pulling in a matching profile from Salesforce.
Step 4: Configure which Salesforce fields to pull into Vitally (+ whether those fields can be updated in Vitally)
Question: "Pick the Salesforce contact fields below that you want to pull in to Vitally and attach to Vitally users. Additionally, select if the trait should be editable in Vitally."
Here, you can whitelist which Salesforce contact fields to attach to your user profiles in Vitally. Additionally, if you switch the Allow Edits option on, you'll be able to edit that field in Vitally. Once you update the field in Vitally, we'll immediately update it in Salesforce so that the two systems stay in sync!