We have some powerful new capabilities in Drift that leverage Salesforce Account data. Syncing in your SFDC Account Data makes it possible for Drift to leverage all the account data you’ve stored and curated in your Salesforce instance.

If you're looking for a helpful guide on how to optimize your sales and marketing engine with Salesforce, we've got a guide for you to check out here!

Once account sync is setup, you will be able to:

• Get ABM alerts when target accounts are on site
• Setup ABM playbooks for target accounts
• Leverage SFDC Account Data for defining routing rules
• See how your site visitors broken down by SFDC account attribute values in Audiences

Billing Plan: The Salesforce integration is available on the Premium plan and above.

Intended Audience:

• Admin

In this article, we'll go over:

• Map your Salesforce Account attributes to Drift
• (Optional): Map Salesforce users to Drift users
• Set up account list(s) to sync in Salesforce
• Sync account list(s) into Drift
• Syncing site visitors to Salesforce

1. Map your Salesforce Account attributes to Drift

Once your account list is setup you will want to define the attributes on the Drift Account object.

1. 1. Go to the Visitors tab > All Accounts
   2. Create a dummy account
   3. Click on the dummy account you just created or click on an existing account 

4. Click “Create Property” 

5. Choose the property type


6. Repeat steps 4 and 5 as necessary

For more information on Salesforce Account Field types please see this salesforce document

Now it is time to setup your Account attribute mappings!

Note: The domain you use to sync an account to Drift must be unique. If you have more than one account sharing the same domain name, Drift will only be able to import one of those accounts.

1. 1. Name, domain, and owner are required
   2. Only Salesforce account properties compatible with the type of the Drift account property will be shown in the dropdown
   3. Go to Settings > Integrations > Salesforce
   4. Click on “Accounts”

5. Scroll down to "Standard field mapping" to map your basic account fields from Salesforce to account attributes in Drift.
6. Choose which Salesforce account property you want to use to populate each Drift account property

7. Map custom account fields from Salesforce to account attributes in Drift under "Custom field mapping"

8. Note: if you want to have different owners based on stage, or some other attribute, see this workaround: https://help.salesloft.com​/s/article/How-to-Set-Dynamic-Drift-Owner-in-SFDC

2. (Optional): Map Salesforce users to Drift users

Drift will attempt to map users in Drift to users in Salesforce based on their email address. If your users don’t use the same email address in Drift and Salesforce, or if you want to purposely map Salesforce users to a different Drift user, you can manually map your Drift users to their corresponding users in Salesforce. Go to Settings > Integrations > Salesforce > Mapped Users. For an overview on that, check out the “Mapping Users” section in this doc.

Note

If a user becomes inactive in Salesforce their user mapping in Drift must be manually removed because it will no longer function correctly.

3. Set up account list(s) to sync in Salesforce

Head to your Accounts tab in Salesforce, and edit your view.

Edit your Accounts View name with the following criteria:

 The criteria you need to include in your list is: Account Name, Domain, Account Owner. 

Pro Tip:

If you do not include the information above, the sync will not be successful.

4. Sync account list(s) into Drift

To do this, you'll want to go to Integrations > Salesforce > Accounts or Visitors > All Accounts >Sync from Salesforce.

Here you can choose to:

• Sync all accounts - Syncs all of your Salesforce Accounts
• Sync specific accounts - Allows you to select specific account lists to sync
• Don't sync account - No accounts will sync from Salesforce to Drift

Be sure to toggle which account lists you would like to be created as a segment in Drift as well as which accounts you would like set as targeted accounts. You can use the segments created here to target your Playbooks. Designating a list as "targeted" ensures that your targeted accounts are delivered the ABM Playbook and that reps will get notifications when these accounts land on your site. For more information on setting up Playbook targeting, see this doc.

Note: If you want to switch from syncing "specific accounts" to syncing "all accounts" make sure you remove the account lists you setup when syncing specific accounts. Otherwise Drift will still try to pull them in from SFDC even if an account from that list has been deleted.

Keep in mind: The SFDC Account Owner sync happens once daily, so if you change any user mappings (for Salesforce to Drift users), it may not reflect until the next day.

Syncing Site Visitors to Salesforce

When syncing site visitors to Salesforce, Drift allows you to create both leads and contacts. Leads do not require an associated object to exist, however, contacts do require an associated object to exist (The Account object). In designing the feature, we decided the best way to know what account to attach the contact to would be to match the email domain of the site visitor with the email domain listed on the account in Salesforce and this works for the majority of our customers.
Accepting personal email domains (ex. @gmail.com) is difficult when trying to leverage this feature because the domain nuance will mean personal domains will be added to an account in Salesforce with a matching domain, whether or not the site visitor belongs to the account.

In order to prevent this association from happening we recommend making leads exclusively and convert them yourself on the SFDC side so you have control of the contact's association. Or you can also block public domains in the email capture skill in your Playbooks.