If you’re setting up your Salesforce integration for the first time, you must complete the following steps.

Enable the Salesforce integration in impact.com

This may already be set up for you if you've previously used Salesforce for your Creator or Performance program.

Start by enabling Salesforce for your impact.com account's Advocate program.

Install the impact.com package in Salesforce

Configure your Sync settings in impact.com

Configure your impact.com credentials in Salesforce

You'll need your impact.com Account SID, Auth Token, and program ID. Refer to Edit API Access Tokens as a Brand for help finding your Account SID and Auth Token. To find your program ID in your impact.com account, select the account selection dropdown menu in the upper-left corner of the page. Your program ID is listed on the right, below the Programs heading.

Configure field mappings and event triggers in Salesforce

In this step, you'll identify which conditions in Salesforce must be met for impact.com to track a conversion event.

Alternatively, you can use Flow Builder to set up custom logic on when events should be sent to impact.com. If you plan to use Flow Builder instead, contact your impact.com-assigned Implementation Engineer or our support team for assistance.

Field mappings

The Field Mappings section is where you can specify which Salesforce fields are associated with impact.com fields to ensure accurate conversion and action reporting in impact.com.

Event triggers

If you’re already using the Salesforce integration for a Performance or Creator program, completing these Advocate-specific steps is entirely optional. You don’t need to make any immediate changes to your existing integration to launch your Advocate program; however, we recommend revisiting these enhancements once you’ve completed the initial setup steps above to ensure your integration is fully optimized.

Key benefits of activating the Advocate-specific integration include:

Register referred leads

To register the referred user using Salesforce:

1. Create an attribution flow.
   

   Important: You must set up flows in Salesforce's Flow Builder to share data between Salesforce and your Advocate program. Data cannot be shared between the platforms without a flow.

2. Create the Referred by Code on your lead object.

3. Capture Referred by Code in your lead form.

   1. Create a Referred By Code hidden field in the form to capture the referral code of the referrer.

   2. Use the Autofill function below to retrieve the referral code from the cookie and pass it into the Referred By Code field.

Place the below function on your lead form. This function will break down the referral cookie and ensure the referred user is attributed in Salesforce.

//Replace `PROGRAMID` with your Program ID.
<script>
window.impactOnReady = function () {
    // Retrieve the DOM element you want to auto-fill the referral code into
    // There are many methods to do this but some of the most common include:
    // getElementbyId
    // getElementByClassName
    // getElementByTag
    const element = document.getElementById("referralCodeField");
    // Make the request to retrieve referral information from the dropped cookie
    // Cookies are dropped after a user clicks on a sharelink
    impact
    .api()
    .referralCookie()
    .then(function(response) {
      // Retrieve a specific program's referral code from the response and set it on your element
      // The response returns referral codes within an object called "codes"
      // Example:
      // {
      // "program-1": "REFERRALCODE1",
      // "program-2": "REFERRALCODE2"
      // }
      // Use your program ID to access and apply the correct referral code to your element
      // example: element.value = response.codes["12345"];
      element.value = response.codes["PROGRAMID"];
    });
  });
};
</script>

Add Advocate fields to your layout

Adding Advocate fields to your contacts will allow you to use the contact's unique referral share link when generating promotional emails sent out of Salesforce or another Email Marketing Platform that is integrated with your Salesforce instance.

1. In Salesforce, select the Leads tab.

2. In the upper-right corner, select [Settings], then Edit Object.

3. In the left navigation menu, select Page Layouts.

4. Select the layout you want to edit (e.g., Lead Layout).

5. From the layout panel at the top of the page, select and drag the Section field into the layout.

6. In the Section Properties window, enter a name (e.g., Advocate Information) and select a column style.

7. From the layout panel at the top of the page, select and drag the Referral Code and Referral Link fields into your new section.

8. Save your changes.

9. Return to the Leads tab and verify that the fields have been added to the layout.

You can add Advocate fields to your Contacts by following the steps above within your Contacts tab in Salesforce.