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Configure Account Matching with Salesforce


Configure Account Matching with Salesforce

In order to enable the Salesforce Account Embed, synchronize Insights Account Segments, or synchronize Account Fields (attributes or metrics) to Salesforce you will need to configure how to match Insights Account records with Salesforce Account records. 

  1. Ensure you have completed prerequisites:
  2. Open the Profile and Settings menu in the upper right corner of the page.

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  3. 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
  4. Click on Manage Salesforce Integration.
    A listing of Salesforce configuration options will be presented.

    Screen Shot 2016-10-25 at 12.31.39 PM.png
  5. Click Account Matching.
    You are presented with a form that lets you map Account unique identifier fields between Insights and Salesforce.
    Screen Shot 2016-10-25 at 12.32.03 PM.png
  6. Now establish the mapping between Accounts in Insights and Accounts in Salesforce by selecting the Insights ID Attribute field in Insights that uniquely matches with the Salesforce ID Field on the Salesforce Object you select on this page and click Save. Note that Insights lets you map Accounts to any custom object in Salesforce that you may be using to store your accounts -- you are not required to store your users as an Account in Salesforce, although that is the most popular configuration among Insights customers.