This guide describes the process of integrating 6sense with a production instance of Salesforce. This integration will perform nightly data syncs based on changes to CRM data.
The benefits of integration include:
Dynamic synchronization of account lists and account-based reports from CRM into a 6sense segment
Common use cases include:
Maintain a customer segment to exclude or include in other 6sense segments.
Maintain an exclusion list of accounts (competitors, partners).
Define your target list (such as tier 1 enterprise accounts).
Things to know before you begin
6sense can only integrate with the following Salesforce packages:
Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
See the Minimum Data Requirements article for a list of objects that will be synced nightly.
Permissions:
Read permissions are required at a minimum for each of the objects.
Write permissions will be needed for any objects you plan to export data via:
Sales Intelligence: Write access required if you plan to export to contact, lead, or account objects.
The integration user needs to be API enabled.
New Salesforce Integration users with API-only access can use this integration.
API Limits: During the integration, you’ll be asked to enter some API limits. These limits are put in place so 6sense stops making API calls once any of the limits are reached. Below are the limits you’ll be asked to set:
Recommended starting limits:
BATCH API: 1,000
REST API: 15,000
SOAP API: 15,000
To see how these APIs are used by 6sense, please see API Limits – Overview.
Integration steps
Log out of any active Salesforce session.
Select the Settings icon on the top bar of 6sense and select Integrations.
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Select the Salesforce (Production) option under the CRM section.
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Click the Connect button.
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Click the Sign in with Salesforce button and enter the integration user credentials.
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Once the “Sign in successful!” status is shown, click the Next button.
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Enter the recommended API limit value noted in the section above.
If your Salesforce instance has a custom domain, enter the custom domain value in the My Domain(custom) section. Please see the Salesforce Domain Configuration article for more information. Click Save & Next..png)
On the “Turn on data sync” screen, enable the “Data Sync is on” toggle and click the Finish button.
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Within 30 minutes to an hour, Salesforce objects should be in a sync queued state as shown below.
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If you see an error status, hover over it and it should indicate if there’s an object permission issue. Ensure the integration user has read permissions to the affected object(s). If permissions had to be adjusted in Salesforce, follow steps 6 through 8 of this article as this will trigger another permission check.
Re-check the data syncs tab to ensure each object shows a sync queued state. If you’re still seeing permission errors on the data syncs tab, please reach out to 6sense Support.
Post-integration and what to expect
Now that the integration setup is complete, a permission check will run. If successful, Salesforce objects will be queued to sync, and this syncing process should be complete within 24 hours. However, this sync may take longer depending on the number of records to be synced.
FAQ
Can I be notified if there are any issues with exceeding API Limits or if the Salesforce credentials expire?
Yes. Please refer to the KB Article Manage Recipients for System Notifications for additional information on system notifications.