Salesforce

Connecting Salesforce

To connect Salesforce just head to the Variance integrations page and click Connect Salesforce.

From there you'll be prompted to login to Salesforce and to grant access to the Variance application. Simply click Allow.

Embedded Variance in Salesforce

Embedded Variance makes it easy for you to see all your Variance Milestone and activity data without leaving Salesforce. It can be configured as a tab on any Salesforce account or contact.

Installing Variance in Salesforce

In addition to our bi-directional sync, we offer the ability to see Variance data directly in Salesforce with our embedded Variance interface. To get started, connect Variance to Salesforce using the information above, and then from the integrations menu, install the Variance app.

When you follow the link from Integrations, you will first be asked who you want to install for, you should choose Install for All Users.

After that you'll be shown an "installing" screen.

And once that's finished, you'll be pointed to these docs, where you can click Done.

Now you'll have to configure your Salesforce Account and Contact pages to show the Variance interface. If you're a seasoned Salesforce admin, this should be fairly simple, but here's our recommendation on how to do that. Start by going to an Account page and click the Settings icon in the top right and click Edit Page.

That will bring you to the Lighting page configurator. Your page probably looks a bit different, but the instructions should be roughly the same. Assuming you want Variance to live under a tab, simply click the main tabs in the interface to add a new one. From there click Add Tab and choose Custom and then type Variance. Once you're done hit Done (for Salesforce reasons, you may need to click somewhere else on the page before hitting done).

Once you create the tab, you'll see it in the interface, but it will be empty. If you scroll down on the left-hand side Components menu, you'll find Variance at the bottom. Drag Variance up into the empty slot to add the embedded interface.

Now you'll just need to fill in the two configuration values. You can find those by going back to your Salesforce connection in Variance.

The final step is activating the configuration for your Salesforce organization. We suggest activating it at the App level for whatever app is used by your organization. Here's howe we have it set up:

Once you do that just hit Save and you should be good to go.

Reminder: You will need to complete the same process on contacts.

Syncing Properties to Salesforce

Many of our customers are Salesforce users and a big use case for them is getting their CRM in sync with Variance. Specifically, they want to ensure that their Milestones (Onboarded, PQL, EQL, etc.) are also on the Account or Contact so that they can be used in Salesforce workflows and automations.

The process couldn't be simpler in Variance. Just go to Accounts or Contacts (depending on the property type you want to sync) and then go to Properties, find the property to sync and then It's just one toggle:

That’s it. You can set up Salesforce Sync on any Contact or Account property (as long as you’re Admin+ permissions). The way the sync works is that once we have synced that contact or account we will immediately push any updates to that property as they happen. If you want to sync your Milestones, you’ll just need to find their properties (each Milestone has four: completion %, started at, ended at, updated at) and just flip the toggle.

In Salesforce, you’ll find these properties under the account and contact records. As with all things Salesforce, if you want to display them, you'll need to add them to the the object layout. To do that you'll go to Setup > Object Manager > Page Layout in Salesforce and choose the layout you want and then add the new properties.

Owner Syncing

One of the main purposes of the integration is to ensure that all the information about which team member owns an account and contact are properly synced in Variance. This enables us to build your “My Accounts” and “My Contacts” Smart Tags that you can use for views, streams, and a variety of other purposes.

For owner syncing to work, the email in use for owners in Salesforce must be the same as the email in use for Variance. When this is working you’ll see a “Smart Owner” listed at the top of the Account or Contact.

Lead Fallback

Everyone manages contacts in Salesforce a bit differently. To that end, we let you choose to fallback to Leads if a contact in Salesforce doesn't already match a contact in Variance. In this case, we will check to see if a lead with a matching email is there, and if so, will sync that Lead with the contact in Variance. You can also sync properties to Leads, just like you do for contacts.

Turning on Leads fallback, is super easy. Simply go to Integrations > Salesforce and flip the switch.

One thing to note: if you have a contact and lead with the same email in Salesforce, we will match to the contact, not the lead.

Account & Contact Syncing

Variance syncs Accounts and Contacts with Salesforce, pulling in any properties stored in Salesforce and saving them as Account and Contact properties in Variance. These properties can be used in Views, Streams, Smart Tags, and also synced back out through integrations like Zapier.

Contacts are synced by matching email addresses in Variance with email addresses in Salesforce.

Accounts are synced by matching domains in Variance with domains in Salesforce. If you haven’t explicitly added a domain for an Account, we will try to calculate a domain by looking at the email addresses of the users associated with that Account.