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Synchronize Account Segments to Salesforce


Synchronize Account Segments to Salesforce

To synchronize Segment membership for your Accounts to Salesforce:

  1. Ensure you have completed prerequisites:
  2. Create a Salesforce Custom Field to store Segment membership data. The new custom field will serve as a target for the synchronization showing to what segment(s) an account belongs.

    • Log into Salesforce and navigate to Setup > App Setup > Customize > Accounts > Fields.
    • At the bottom of the Account Fields page in the Account Custom Fields & Relationships section click New.
    • For the Data Type select "Text Area (Long)" and then click Next.
    • Enter the details:
      • Field Label: the display label, you can enter whatever you want to appear as the account page label.  Something like "Insights Segments" would be appropriate.
      • Length: the number of characters your field will accept. Each account or user can be a member of many different segments so make it 1000, and it will be bigger than you ever need.
      • # Visible Lines: Sets the default number of rows to display in any layout. 
      • Field Name: Set the field name to "insights_segments" and this will set the API Field Name automatically as well. 
      • Description: Optionally enter anything you like here.
      • Help Text: Optionally enter anything you like here.
      • Default Value: Leave blank.
    • Establish field-level security according to your organization's requirements and then click Next.
      Note: Whichever profile is being used for the Insights/Salesforce integration should have Edit (Visible) permissions, and all other can have Read-Only access according to your design.
    • Add to page layouts. Choose the page layouts where you want your Insights Segments field to show Segment membership and click Save.
  3. Add your new custom field to your Salesforce Account Layout.

    • In Salesforce, go to any Account record

    • At the top right, click Edit Layout, and the Enhanced Page Layout Editor will be displayed at the top of the page panel.

    • With Fields selected on the left of the editorial tools, drag a Section onto the layout at the desired location.
    • Complete the Section Properties form as follows:
      • Section Name: Insights 
      • Display Section Header on Detail Page: Leave checked.
      • Display Section Header on Edit Page: Leave checked.
      • Layout: 1-Column
      • Click OK.
    • With Fields still selected in the editorial tools, drag and drop the Insights Segments (or whatever you called the field you defined in Step 2) into your new Insights section.
    • On the editorial tools panel at the top, click Save.
  4. Configure which Account Segments to synchronize to Salesforce.
    • Open the Profile and Settings menu in the upper right corner of the page.

      Screen Shot 2016-10-24 at 9.53.21 PM.png
    • Navigate to Settings.
      The Settings page opens and displays each administrative setting on the page.

      Screen Shot 2016-10-25 at 12.29.20 PM.png
    • Click on Manage Salesforce Integration.
      A listing of Salesforce configuration options will be presented.

      Screen Shot 2016-10-25 at 1.33.04 PM.png
    • Click Account Segment Sync.
      You are presented with a listing of all your segments.

      Screen Shot 2016-10-25 at 1.31.39 PM.png
    • Click Enable for each Segment that you want to synchronize to Salesforce. When enabled, the name and ID of each Segment an Account is a member of will be synchronized to Salesforce every two hours to the custom field you created in Step 2. If you choose to sync more than one Segment, each Segment that the Account is a member will be synchronized to the same custom field.