Sending Salesforce data to HullUpdated 28/11/2019


Salesforce supports various objects: Leads, Contacts, Accounts, Opportunities, Tasks, Campaigns as well as Custom Objects.

How to ingest Leads

Our Salesforce connector allows you to fetch Leads from your Salesforce instance. You can define precisely what are the fields on the Leads that you want to capture using the Lead Incoming Fields dropdown (see screenshot below)

fetching leads from Salesforce 1

A Lead inside Salesforce with a AnnualRevenue field will become a User inside Hull with a salesforce_lead/annual_revenue attribute. Same thing for all the fields attached to that particular lead.

How to ingest Contacts

The Salesforce connector also allows you to fetch Contacts from your Salesforce organization.

You can define precisely what are the fields on the Contacts that you want to capture using the Contact Incoming Fields dropdown (see screenshot below)

Screenshot 2019-11-26 at 10.32.05

A Lead inside Salesforce with a Contact_Status__c field will become a User inside Hull with the salesforce_contact/contact_status__cattribute. Same thing for all the fields attached to that particular contact.

⚠️Warning ⚠️

If a Lead already ingested inside Hull becomes a Contact inside Salesforce, it will be ingested inside Hull on the same User with new salesforce_contact/ attributes.

In other words, salesforce_lead/ and salesforce_contact/ attributes do not overwrite each other inside Hull

How to ingest Accounts

The Salesforce connector also allows you to fetch Accounts from your Salesforce organization.

You can define precisely what are the fields on the Accounts that you want to capture using the Account Incoming Fields dropdown. For Accounts, you need to enable the toggle button called Account fetch to authorize the sync. (see screenshot below)

Screenshot 2019-11-26 at 10.41.01

How to ingest Tasks

Tasks in Salesforce are to-do items attached to Objects inside Salesforce. For example, they can be used to remind the user to call an Opportunity to try to close it. They can also be used as a Timeline of events on the Lead or the Contact because some integrations with Salesforce can convert an event happening in a third party tool into a Task on the Contact. (see how Hull can convert events into Tasks —> link to Send data from Hull to Salesforce)

With Hull's Salesforce connector, it is possible to ingest Tasks as events inside Hull. These events will be attached to the corresponding User inside Hull.

To do so, the Salesforce connector has a section called Events - Fetching Tasks from Salesforce (see below):

Screenshot 2019-11-26 at 10.52.59