Sync Product Usage Data into Salesforce

Please note you'll need to be capturing events through an event collection tool (Snowplow) and storing them in a data warehouse (Snowflake.) You'll also need to consult with your Salesforce Admin to ensure you have created the necessary objects and fields in Salesforce before you can start syncing your data.

1. Select from our supported source types and click Continue.

   

2. Enter your source configuration details and then click Continue.

   

3. Name your source and click Finish.

   

1. Navigate to destinations and click Add Destination. Select Salesforce and click Continue.

   

2. Connect to Salesforce with OAuth which will open up a new window to input your credentials. Once done, click Continue.

   

3. Name the destination and click Finish.

   

1. Navigate to Models in Hightouch and click Add model.

   

2. Select the data source you connected earlier and click Continue.

   

3. Next, you want to define your data model. You can define your data using either a SQL editor, table selector, your existing dbt models, or even your Looks if you use Looker as your BI tool. For this scenario, we'll be using the SQL editor.

   

4. Input a query that selects your product usage data.

    SELECT
    *
    FROM
    PUBLIC.PRODUCT_USAGE

1. Click Preview and verify your model output looks correct. If it looks correct, click Continue. Then name your model, select your primary key, and click Finish.

   

   

1. With the model created, it's time to create your sync to Salesforce. Select Syncs, click Add a sync, select your Salesforce destination and click Continue.

   

   

   

2. Next, configure your settings and choose how you want your data synced to Salesforce. You'll also need to choose an object and define how your records should be updated in Salesforce. After this, you simply need to select a primary key and choose which columns you want to sync to Salesforce.

   

   

   

   

3. After you've mapped your columns you can set your sync schedule.

   

4. With your sync configured, simply click Run and your product usage data will begin syncing to Salesforce.

   

5. With your product usage data now populated in Salesforce your sales representaive can start seeing product usage data directly in Salesforce.

With a 360-degree customer view at their fingertips, your business teams can meet customers exactly where they are and deliver hyper-personalized experiences to foster better customer relationships and ultimately drive more revenue.

Want to learn more? Check out our other playbooks or book a demo with our team of experts today!