Salesforce Integration
The Keyplay Salesforce integration allows you to fully manage your Keyplay data inside of Salesforce. The Salesforce integration keeps your Salesforce CRM accounts up to date with Keyplay data and allows you to sync any new accounts from Keyplay to Salesforce automatically.
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Overview
In short, the Salesforce integration allows you to:
Enrich existing Salesforce accounts with Keyplay scores & signals.
Sync any new saved accounts from Keyplay to Salesforce.
When the Salesforce integration is enabled, Keyplay will auto-create the standard fields you enable on the account object. See example from Salesforce below:
Ongoing Two Way Sync
The Salesforce integration will sync new data weekly to your Salesforce account as well as enrich any newly created accounts in Salesforce. You can also manually sync any time by going to the integrations page in your Keyplay account and hitting “Manually Sync”
The Salesforce integration functions as a 2 way sync, meaning that whenever the integration runs (either automatically or if you hit the manually sync button) it will update your Keyplay account to match your Salesforce CRM accounts exactly.
This matching means that Keyplay will delete any records that have been deleted in Salesforce and create any new records created in Salesforce since the last sync.
Sync Settings
There will be two options for sync settings after you authorize your Salesforce account to Keyplay. First, you’ll want to toggle on the setting to pull and enrich all existing Salesforce accounts. This will enable the two-way sync mentioned above. Second, if you want to use Keyplay to save net new accounts from the Keyplay database and automatically sync those new accounts to Salesforce, enable the “create and sync newly saved accounts” setting.
As a reminder, new accounts from Keyplay’s database that match your SAM definition can be found under the Discover tab in your Keyplay account. When you save + tag these accounts, they will move to My Accounts > Saved. If you enable the New Account Sync, any account under your Saved tab will be created automatically in Salesforce during your next sync.
Set Up Steps
Step 1: Authenticate Salesforce
To find the integration page, simply click your account name in the top right > integrations. Then click “connect” on the Salesforce option.
You’ll be asked to authenticate your Salesforce account. From there, simply click the “Salesforce” link on the card:
In this view, you’ll be able to set the fields you want to sync to Salesforce.
Step 2: Sync Standard enrichment fields (auto-created)
The first option will be to set the fields you want Keyplay to auto-create in Salesforce and sync Keyplay data to. These are what we call “standard enrichment fields.” When you turn these on, Keyplay will both create the fields in Salesforce for you, and sync your Keyplay data to those fields. (No manual field creation necessary!).
💡 If you have already created fields manually in Salesforce with the same names, please rename or delete them before turning on any standard enrichment fields.
Step 3: Syncing Additional Fields
If there are any additional Keyplay data points you wish to sync to Salesforce, you can set that up in the additional field mapping option as shown here:
💡 Be sure that the Keyplay field data type matches the Salesforce field data type. For example, don’t set up a number field to sync to a text field. If you have questions on the field types, please ask your CSM!\
Step 4: Manually Sync and check data in Salesforce
Once you set up the fields you want to map, hit the manual sync button. Then, check in Salesforce to be sure the data synced correctly.
When enabling a standard field, Keyplay will create the field automatically on your Salesforce Account object. Values are refreshed weekly.
