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Salesforce Sales Cloud

Instant, bi-directional data sharing with your CRM

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Description

You’ll maximize the value you get from the Terminus platform by integrating with your Salesforce CRM. By integrating, you’ll be able to easily sort and analyze pipeline and revenue outcomes, drill-down on campaign and opportunity outcomes, and leverage dynamic CRM data in your account targeting and engagement plays.

Integration with your CRM is also the best way to leverage Terminus to provide an overall view of the efficacy and impact of your marketing programs on revenue.

See it in Action

Features

Data Studio

Ad Experiences

Email Experiences

Chat Experiences

Data permissions

Terminus Data Studio

Terminus Data Studio

Salesforce Sales Cloud
Salesforce Sales Cloud

SFDC Data

SFDC Data

Installation Instruction

The Data Studio Salesforce integration follows the standard OAuth Web Server Authentication pattern. The integration is simple and does not require any package installation or modification of your Salesforce instance. Your Onboarding Specialist will walk you step-by-step through the OAuth process.

Any time that you may need to connect with Salesforce, such as when connecting for the first time or switching from a sandbox to production instance, follow the below steps to "OAuth" (i.e., connect).

  1. Either clear browser's cache/cookies or open an incognito browser window. This ensures you and the API Integration User are both logged out of the CRM system.
  2. Log into https://home.terminusplatform.com/ with your username and password.
  3. Drill into Data Studio.
  4. Copy/Paste the following link into the address bar: https://studio.terminusplatform.com/onboarding
  5. Follow the integration instructions on screen to connect with your organization's Salesforce instance. When the Salesforce-hosted login page appears, make sure to use the API Integration User's credentials, instead of your own.

Categories

Filters

Email Experiences
Chat Experiences
Data & Measurement
Ad Experiences