Salesforce + Segment

Segment makes it easy to set up Salesforce.

Salesforce is the most popular CRM on the market. It lets you store your new leads, and manage them throughout your sales pipeline as they turn into paying accounts.


Sending data to Salesforce

The Salesforce integration allows you to instantly send any customer data to Salesforce.

Platforms

The Segment-Salesforce integration can receive data from the following sources:

browser

Analytics.js javascript library

server

Any of our server-side libraries

mobile

Our iOS and Android libraries

Methods

Each method describes a distinct type of information about a customer.
The Salesforce integration supports the following Segment API methods:

track

The track API call is how you record any actions your users perform, along with any properties that
 describe the action.

identify

The identify API call ties a customer and their actions
 to a recognizable ID and traits like their email,
name, etc.

Page/Screen

The page/screen API call lets you record whenever a user views a pages in a browser, or a screen in a mobile app, along with any properties of that page/screen

group

The group API call is how you associate an individual user with a group—be it a company, organization, account, project, team, etc.

alias

The alias API call is used to merge two user identities, for example when tying a user’s behavior before and after signing up.

Further research

Still have questions? Here are a few useful resources for you to dig a little deeper.

Documentation

Check out our documentation for detailed help on setting up Salesforce.

Questions

Questions about this integration? Suggestions?

What’s Segment?

Segment makes it easy to collect customer behavioral data from websites and mobile apps and send it to Salesforce.

A single API for analytics

Instead of waiting for a developer to integrate each marketing tool you need, integrate Segment once and have hundreds of tools at your fingertips.

Quickly test and try new tools

Send you customer data to marketing automation tools, helpdesks, a/b testing tools and over 150 other tools that complement Salesforce.

Improve data consistency

Improve the quality and consistency of the data in your dashboards. Use Segment to plan out what you want to track and confirm exactly what the data looks like.

Segment integrates with 160+ apps

Send your data to analytics, email, advertising tools and more.

Getting started is easy. Be up and running in minutes.