Salesforce Integration FAQLast Updated: July 13, 2018
Our Salesforce Integration is one of our most popular integrations, and with it comes a lot of questions. We know that every company uses Salesforce a different way, and understanding how this integration will fit into your workflow is important, so we put together this help doc to help point you in the right direction!
Q: Which Drift plan do I need to be on to access the Salesforce Integration?
A: You need to be on our Pro plan or above in order to be able to use the Salesforce <> Drift integration
Q: I want to route conversations in Drift based on Lead Owner in Salesforce. Can I do that?
A:Yes you can!
Q: Can I choose how data is synced to Salesforce? Like who the Lead Owner will be for new contacts and who will own different activities?
A: Yes you can! Check out this article for instructions.
Q: How can I make sure that bad leads are not pushed into Salesforce?
A: Marking your bad leads as "Unqualified" as their CQL Status, you can close the conversation and make sure those leads are not added into your Salesforce account.
Q: Can I map custom attributes from Drift into Salesforce?
A: Absolutely, data like UTM information, IP address, time zone, city, state, etc. that you can pick up in a conversation itself can now be mapped in your Salesforce integration! Find out more in this article You can also create custom attributes using a CSV upload and then map those attributes to Salesforce. Find out more here!