Salesforce Integration

With the Salesforce Integration, you can automatically collect and sync viewer and engagement data onto Salesforce, helping you collect, identify, and take action on your most engaged leads.

Setting up Supademo Custom Object

To fully utilize the integration, you need to update the page layout of the Contact object in Salesforce to display the Supademo data. This ensures that all demo-related activity is visible directly on the Contact records.

Here's a quick summary of how to sync data between Supademo and Salesforce

  1. Set up the Salesforce integration by heading to the integrations page on Supademo dashboard.
  2. Set up viewer tracking by using the email lead capture feature within Chapters.
    1. Alternatively, track viewers by adding your recipient's email to a trackable share link. You can do this by appending ?v_email={{email} to the end of your share URL, where {{email}} is your intended viewer's email.
  3. When the viewer adds their email using the lead form or interacts with a Supademo containing an email variable, their data is sent to Salesforce.
    1. If the lead/account with this email already exists, an activity is logged in their Salesforce profile. If the lead doesn't exist, one is created by Supademo with their activity log added.
  4. A detailed summary of the viewer's engagement, completion and sessions can be found on Supademo and is linked within their Salesforce lead profile.
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