Salesforce

Set up Salesforce Integration

Easily set up and configure Plannuh's integration to Salesforce

Introduction

Marketing organizations need insight into the performance of their marketing campaigns, which can be measured as cost-per-outcome (CPO) or ideally return on investment (ROI). Plannuh’s integration with Salesforce automates this tracking. 

Plannuh connects to Salesforce via a read-only integration to the Salesforce Campaign API, pulling summary metric data. You can map Salesforce metrics to Plannuh metrics, and Salesforce campaigns to Plannuh campaigns. Plannuh campaigns aggregate campaign budget allocations, expenses, dates, tasks, metrics, metric targets, and content. 

Once the connection is established, Plannuh automatically pulls current metric data from Salesforce daily and as initiated by your team from within the Plannuh UI. 

Integration Process

There are four steps for integrating your Salesforce with Plannuh (the assumption here is that you have the role of Plannuh Admin for your account and you have a Salesforce account with access to the Salesforce Campaign API): 

1. Connect Plannuh to Salesforce 
2. Select the Salesforce metrics that you’d like to use from Plannuh 
3. Determine which Plannuh campaigns should get metrics from Salesforce 4. Map Salesforce campaigns to a Plannuh campaign 

Now your Salesforce metric data will automatically flow into Plannuh, providing insight into how your campaigns are tracking versus your targets as well as projected future performance! 

Step 1 - Connect Plannuh to Salesforce 

First you log into Plannuh (again, assuming that you are a Plannuh admin), go to the admin menu, and select Integrations > Enable Salesforce: 

Next you can choose what time of day you would like to automatically update metrics from Salesforce. Please note that the timezone will default to your current local timezone. 

After you click Next, if you are not already logged in to Salesforce, then Salesforce will authenticate you using your standard process. The connection is now complete! 

Step 2 - Select Salesforce Metrics

You will be taken to a screen where you can select which metrics from Salesforce you would like to make available in Plannuh, and what they should be called. On the left side you will see all quantity and currency metrics (either standard or custom) defined in your Salesforce campaigns. On the right side you define whether or not to map each Salesforce metric to Plannuh, and if so then which Plannuh metric you would like to map it to. Please note that you can add custom metric definitions to Plannuh, and then they will be available here. 

By default you’ll notice that some of the most common Salesforce metrics will be mapped to a corresponding Plannuh metric, such as “Leads in Campaign” is mapped to “Leads”, and “Value Won Opportunities in Campaign” is mapped to “Revenue”. 

You can set these associations now (or clear any by setting to “NOT MAPPED”), or you can return to this Salesforce Mapping screen via the administrator menu in the future: 

Step 3 - Select Plannuh campaigns to pull from Salesforce 

Now that Plannuh knows which Plannuh metrics should be populated from which Salesforce metrics, the next step is to select a Plannuh campaign to receive this information. Open one such Plannuh campaign, and ensure that the appropriate metrics are added to this campaign. If they are not, then click the Add metrics button and select one of the Plannuh metrics mapped in the previous step.

A campaign without metrics

Selecting the metric "Leads" 

The metric "Leads" is now added

Once your Plannuh campaign has one or more metrics that should be updated by Salesforce, then you’re ready to select one or more Salesforce source campaigns to map. 

Step 4 - Map Salesforce campaigns to a Plannuh campaign 

You can connect Salesforce campaigns to a Plannuh campaign from either the Plannuh campaign detail page or from any of its metric detail pages. If Salesforce is your only CRM integration then the button will be called “Manage Salesforce Sources”, otherwise there will be an option to choose from your various integrations via “Manage Integration Sources”. 

From this screen you can identify which Salesforce campaigns you would like to map to this Plannuh campaign. You can expand and collapse the hierarchy of Salesforce campaigns, filter the list by text, sort by campaign name or mapping status, and see which campaigns have or have not been mapped to Plannuh yet. 

Once you save the mappings, Plannuh will automatically update metric values, Cost Per Outcome (CPO), and Return On Investment (ROI) as appropriate. If you’ve set metric targets, then Plannuh will display an icon to indicate if you’re significantly ahead or behind the pace to achieve your goals.