If you did this manually, then it will be whatever UID you sent to Chameleon as part of the chmln.identify call.Įnsure that this data is also available in Salesforce, and then select the matching Salesforce Contact field from those listed in the dropdown field.Ĭhameleon also supports company or group objects in a similar fashion. If you did this via Segment, then this will be the same UID used within the Segment code.
Salesforce integration guide code#
The Chameleon User ID comes from the data sent to Chameleon as part of installing the Chameleon code snippet: You can do this by pressing the Connect button on the integration page. To start you'll need to connect to your Salesforce account by going through the OAuth process.
There are three key steps to configure this integration:Ĭonnecting Chameleon to your Salesforce account You can do so from within the Chameleon Dashboard. The Salesforce integration is quick to set up. This integration enables Salesforce to be a Data Source - you can get Salesforce data into Chameleon. With Chameleon's Salesforce integration, you use Salesforce contact and account attributes to target Chameleon Experiences.
Salesforce integration guide free#
If it is something you would like to leverage within Chameleon, feel free to get in touch with us and we'll explore the different options together. The Salesforce integration is only available at the Growth Plan level.
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