Integrating with Salesforce Sales Cloud for Workspace Admins
This guide is designed to help enterprise administrators seamlessly integrate Poggio with Salesforce, enabling bi-directional data synchronization and bringing Poggio's insights directly into your CRM
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The bi-directional sync eliminates manual data entry and ensures consistency across systems, reducing the risk of outdated or conflicting information.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
In your Poggio workspace, navigate to Settings using the side navigation menu
Select Integrations from the settings options
Locate the Salesforce integration and click Connect
Step 2: Configure Salesforce Connection
A Merge.dev popup will appear requesting your Salesforce organization details:
Enter your Salesforce subdomain
Example: If you access Salesforce via
https://poggiolabs.lightning.force.com/
, your subdomain ispoggiolabs
Use the same subdomain whether you use Lightning or Classic interface
Click Next to proceed with authentication
Step 3: Authenticate with Salesforce
You'll be redirected to your Salesforce organization in a new tab/window
Sign in with your System Administrator or dedicated integration user credentials
Merge will automatically authenticate with your Salesforce org
The authentication tab will close automatically upon success
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. Initial setup may take several minutes as we run an initial sync with your Salesforce org.
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
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
Poggio Data Type
Salesforce Field Type
Notes
Text
Text (255)
Standard text fields
Long Text
Text Area (Long)
For descriptions and notes
Number
Number
Decimal precision maintained
Boolean
Checkbox
True/false values
Date
Date
ISO format preserved
URL
URL
Clickable links in Salesforce
Single-select
Picklist
Values mapped where possible
Multi-select
Picklist (Multiselect)
Values mapped where possible
Currency
Currency
Currently limited to USD
Custom Field Management
Layout Integration
Important: Custom fields are created but not automatically added to page layouts. To display Poggio fields:
Navigate to Setup > Object Manager > Account
Select Page Layouts
Choose your desired layout (e.g., "Account Layout")
Drag Poggio-authored fields from the palette to appropriate sections
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
Navigate to Settings > Attributes in Poggio
Select the attributes you want to sync to Salesforce
Configure field mapping and sync direction
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
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
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:
Check integration status in Poggio Settings > Integrations
Review error messages in the integration logs
Verify permissions for your integration user
Contact support with specific error details
Support Resources
Documentation: This guide and related Poggio help articles
Support team: Available through your Poggio workspace
Status updates: Integration health monitoring available in settings
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 [email protected] or directly through the support modal in the Poggio workspace.
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