Salesforce Integration

Overview

The Poggio–Salesforce integration creates a powerful bi-directional sync between your systems, allowing you to:

• Unify account data: Automatically link accounts between Poggio and Salesforce
• Sync custom attributes: Sync Poggio custom attributes directly to Salesforce fields
• Import CRM context: Pull standard and custom Salesforce fields into Poggio as custom attributes and incorporate customer context from Salesforce into Account-level POVs
• Streamline workflows: Access Poggio account insights without leaving your CRM

The integration maintains data consistency while preserving each system's unique strengths - Poggio's account intelligence and Salesforce's comprehensive CRM capabilities.

Benefits of Integration

Enhanced Account Intelligence

Poggio's sourced attributes provide deep insights into account characteristics, technology usage, and business signals. When synced to Salesforce, these attributes enable:

• Better lead scoring and qualification
• More targeted outreach and messaging
• Data-driven territory planning
• Enhanced reporting and analytics

Streamlined Data Management

The bi-directional sync eliminates manual data entry and ensures consistency across systems, reducing the risk of outdated or conflicting information.

Prerequisites

Before setting up the integration, ensure you have:

Salesforce Requirements

• System Administrator role or equivalent permissions
• Ability to modify page layouts (for optimal field placement)

Poggio Requirements

• Admin access to Poggio Settings
• Understanding of which custom attributes you want to sync to Salesforce

Network Requirements

• No firewall restrictions between your Salesforce organization and Poggio's integration endpoints
• Standard HTTPS connectivity

Security Considerations

Recommended: Dedicated Integration User

For optimal security and maintainability, we strongly recommend creating a dedicated Salesforce user for the Poggio integration rather than using a personal admin account.

Benefits of a dedicated integration user:

• Clear audit trail for integration activities
• No disruption if personal accounts change
• Simplified permission management
• Better security isolation

Required Permissions

The integration user must have the following permissions:

Object Permissions:

• Accounts: Read, Create, Edit, Delete
• Custom Fields on Accounts: Read, Create, Edit
• Opportunities: Read (for context and reporting)
• Contacts: Read (for relationship mapping)
• Users: Read (for assignment and ownership data)

System Permissions:

• Customize Application: Required to create custom fields
• API Enabled: Required for data synchronization
• Modify All Data: Recommended for seamless operation

Additional Considerations:

The Merge.dev integration popup will specify the minimum required permissions during setup.

For detailed guidance on creating integration users, see Salesforce's documentation: Give Integration Users API Only Access

Initial Setup

Step 1: Access Integration Settings

1. In your Poggio workspace, navigate to Settings using the side navigation menu
2. Select Integrations from the settings options
3. Locate the Salesforce integration and click Connect

Step 2: Configure Salesforce Connection

A Merge.dev popup will appear requesting your Salesforce organization details:

1. Enter your Salesforce subdomain
   • Example: If you access Salesforce via https://poggiolabs.lightning.force.com/, your subdomain is poggiolabs
   • Use the same subdomain whether you use Lightning or Classic interface
2. Click Next to proceed with authentication

Step 3: Authenticate with Salesforce

1. You'll be redirected to your Salesforce organization in a new tab/window
2. Sign in with your System Administrator or dedicated integration user credentials
3. Merge will automatically authenticate with your Salesforce org
4. The authentication tab will close automatically upon success
5. You'll be redirected back to Poggio

Step 4: Verify Connection

If setup was successful, you should see a "Connected" button with a green status indicator and integration status showing as active in your Poggio settings.

• The initial sync may take several days for large Salesforce orgs.

Synchronization Details

Sync Frequency

Real-time triggers: Changes in either system trigger immediate (within minutes) sync attempts for critical updates

Scheduled sync: Full synchronization runs every 3 hours to ensure data consistency

Account Linking Logic

Accounts will automatically be linked if the Poggio account domain attribute matches the Salesforce account website field value.

• If multiple Salesforce accounts exist with the same website, Poggio will link the most recently updated Salesforce account

Bi-directional Data Flow

Poggio → Salesforce:

• Custom attributes sync to corresponding custom fields on Account records
• Account creation/updates trigger sync to Salesforce
• Poggio account URLs are synced to the Salesforce account field of your choice for easy navigation

Salesforce → Poggio:

• Standard Account fields (Name, Industry, Website, etc.) sync automatically
• Selected custom fields sync based on your configuration
• Account ownership and assignment data transfers

Type Mappings Supported

Custom Field Management

Layout Integration

Important: Custom fields are created but not automatically added to page layouts. To display Poggio fields:

1. Navigate to Setup > Object Manager > Account
2. Select Page Layouts
3. Choose your desired layout (e.g., "Account Layout")
4. Drag Poggio-authored fields from the palette to appropriate sections
5. Save the layout

Field Management Best Practices

• Group Poggio fields in a dedicated section (e.g., "Poggio Intelligence")
• Place the Poggio Account URL field prominently for easy navigation
• Consider field-level security if restricting access to certain data

Recommended Custom Attributes

High-Value Poggio Attributes to Sync

Based on common use cases, consider syncing these Poggio attributes to Salesforce:

Technology Intelligence:

• Incumbent Technology Stack
• Partner and Vendor Relationships

Business Signals:

• Company Growth Stage
• Existence of an identified IT initiative
• Employee Count Trends

POV-Based Account Priority:

• POV Fit (Low, Medium, High)

Setting Up Attribute Sync

1. Navigate to Settings > Attributes in Poggio
2. Select the attributes you want to sync to Salesforce
3. Configure field mapping and sync direction
4. Enable sync for each selected attribute

Troubleshooting

Connection Issues

Problem: Integration shows as disconnected or fails to authenticate

Solutions:

• Verify your Salesforce subdomain is correct
• Check that your user has System Administrator permissions
• Ensure no firewall blocks are preventing connection
• Try disconnecting and reconnecting the integration

Initial Sync Issues

Problem: Integration has been syncing for longer than expected

Context:

• For especially large Salesforce orgs, the initial sync can take hours or even days to complete
• Poggio first does a historical sync of Salesforce objects and then does targeted incremental syncs to ensure consistency over time

Data Sync Issues

Problem: Data not syncing between systems

Solutions:

• Check sync status in integration settings
• Verify field mapping configuration
• Look for data type compatibility issues
• If debugging field mappings, delete the mapping and re-create it to instantly trigger a new sync

Problem: Partial data sync or missing records

Solutions:

• Review object permissions for the integration user
• Check for record sharing rule restrictions
• Verify required fields are populated in both systems

Performance Considerations

Problem: Slower than expected sync performance

Solutions:

• Review the number of records being synced
• Check for complex validation rules or triggers on Account object
• Consider API rate limiting factors

Data Import and Account Linking

Problem: Poggio does not contain all of the Salesforce accounts I want to sync between systems

Solutions:

• If a small number of accounts need to be brought into Poggio and linked to their Salesforce counterparts, use the Add account feature in Poggio. Make sure that the inputted domains match the website field values of the corresponding Salesforce accounts.
• If many accounts need to be added to Poggio, use Bulk Import. Poggio admins can upload .csv, .tsv, or .xlsx files that contain domain and (optional) salesforce_id columns. The latter, if provided, should include the Salesforce account IDs of the desired accounts to be imported. The domain values provided must match the website field values of the corresponding Salesforce accounts.

AppExchange Requirements

Q: Do I need to install an AppExchange app?

A: No, the Poggio integration works entirely through API connections. Simply configure the integration through Poggio settings. No additional Salesforce packages required.

Support and Assistance

Getting Help

If you encounter issues during setup or operation:

1. Check integration status in Poggio Settings > Integrations
2. Review error messages in the integration logs
3. Verify permissions for your integration user
4. Contact support with specific error details

Best Practices for Support Requests

When contacting support, include:

• Your workspace URL
• Screenshots of error messages
• Integration user permissions summary
• Sync configuration details
• Specific records or data causing issues

Conclusion

The Poggio-Salesforce integration creates a powerful unified view of your account data, bringing Poggio's intelligence directly into your CRM workflow. With proper setup and configuration, your team will have seamless access to enriched account insights without leaving Salesforce.

For additional configuration help or advanced use cases, please reach out to the Poggio support team at support@poggio.io or directly through the support modal in the Poggio workspace.