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Customerlabs CDP Documentation

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(A ‘Source’ platform is one where data can be brought in from any platform into CustomerLabs CDP)  

Salesforce is a customer relationship management (CRM) platform helping organizations effectively streamline their sales and marketing operations.

Marketing teams connect Salesforce with CustomerLabs CDP to send their Accounts, Contacts & Opportunity related information to create unified customer profiles in CustomerLabs CDP and sync the enriched customer data to all their favorite tools in their martech stack. 

Getting Started

Codelessly connect your Salesforce account with CustomerLabs CDP by following the steps below.

1. Login to CustomerLabs CDP and navigate to Sources

CustomerLabs CDP old dashboard with Sources

2. Choose Salesforce from the list of sources.

Salesforce Source in CustomerLabs CDP sources

3. Install the Salesforce Managed Package as given in the instructions.

CustomerLabs Salesforce integration App ID

4. You will be redirected to Salesforce Login page. After logging in, install CustomerLabs Webhooks package.

Note: You can install the package only if you have admin access to the Salesforce account.

5. After installation, go to Settings → Setup

Salesforce dashboard with setup

6. Now search for Custom Settings → CustomerLabs Settings

7. Click Manage near CustomerLabs Settings

Salesforce settings dashboard with Custom Settings with CustomerLabs Settings

8. Click on Edit under CustomerLabs Settings

CustomerLabs custom settings to integrate Salesforce inside the Salesforce App

9. Now, you will have to copy the App ID from the CustomerLabs Salesforce Authentication screen.

CustomerLabs CDP dashboard with Salesforce App ID to install Salesforce managed package and integrate Salesforce CRM with CustomerLabs CDP

10. Paste the App ID in the box under CustomerLabs Settings as shown in the image.

11. Click Save

CustomerLabs Settings edit in the Salesforce CRM. Save the App ID

12. Search for Remote Site Settings

13. Click New Remote Site

remote site settings inside Salesforce CRM software dashboard

14. Give a Remote Site Name as you wish and for the Remote Site URL, copy and paste this URL – https://hook.customerlabs.co

15. Leave the Disable Protocol Security checkbox unchecked.

16. Tick the Active checkbox → Click on Save

Edit CustomerLabs webhook for the integration of Salesforce and customerlabs cdp

Set up Flows in Salesforce

Flows in Salesforce help you to collect and streamline the data based on the configuration of the flow. You have to setup up different flows to receive the corresponding data you want in CustomerLabs. Here are a few sample flows that you may require. These can be modified wherever necessary based on your requirements.

Set up a flow – when a new account is created (single object)

Now, set up the flow in Salesforce to send the data to CustomerLabs when a new account is created.

1. Go to your Salesforce account → Settings → Setup

2. Search for Flows which is available under Process Automation

Workflows inside Salesforce CRM

3. Click on New Flow → Record-Triggered Flow → Create

Record-triggered flow for flow of data from Salesforce to CustomerLabs CDP

5. Select the object as Account

6. Choose the A record is created radio button

7. Set entry conditions if required or choose None

8. Select Actions and Related records under Optimize the flow for section

9. Tick the Include a Run Asynchronously path checkbox

10. Click Done. 

Configure start inside Salesforce CRM to track and send actions and related records asynchronously

11. Now you will see the flow. Here, click the “+” icon under Run Asynchronously to configure the flow.

Flowchart showing to make a decision between or adding the Run immediately and run asynchronously options

12. Choose Action under Interaction from the list of elements.

Adding the action element to the Run Asynchronously path and send the data to CustomerLabs CDP

13. Select the category as Event and Choose the event action as Send data to customerlabs

Creating a new event in the new Action - Send data to Customerlabs CDP through the webhook.

14. Give a relevant Label

Send data to Customerlabs action with the label account created and API name

15. Under the Set Input Values section, choose Record (Account) and Id (Account ID) for recordIdString

Set input values $Record Account
Set ID Account ID

16. Click Done

17. Save the flow by giving the Flow label and Description as required.

Flow label account created new inside Salesforce CRM

18. Now, Click on Debug

The account is created to run Asynchronously.

19. Choose Run Asynchronously from the Path for Debug Run drop-down.

20. Select the Account from the drop-down → Run.

Debug the flow with the path Run Asynchronously and choose the triggering record. Run it

You will get a notification that the flow is running correctly as configured. If there is an error, check and try the entire process again to configure it correctly.

Once the before step is done, the completed status is shown. to click

21. Now, Activate this flow to send the data to CustomerLabs whenever an account is created in Salesforce.

Activate the workflow to send the data to CustomerLabs CDP.

You will receive this data in CustomerLabs which you can use to configure the workflows as explained in the workflow section below.

Set up a flow – when an account is updated (single object)

Now, set up the flow in Salesforce to send the data to CustomerLabs when account/contact is updated.

1. Go to your Salesforce account → Settings → Setup

2. Search for Flows which is available under Process Automation

Flows inside Salesforce to send to CustomerLabs CDP

3. Click on New Flow → Record-Triggered Flow → Create

Record - triggered flow option shown in the new flow options

5. Select the object as Account

6. Choose the A record is updated radio button

7. It is mandatory to Set Entry Conditions when you want to send the record updated data.

8. Set up entry conditions based on your requirements and choose the Only when a record is updated to meet the condition requirements radio button. 

Note: Only this option is currently accepted.

For example, when you give the filter as Rating equals Hot, and choose Only when a record is updated to meet the condition requirements radio button, the data is sent only when the Rating is updated to Hot.

Set entry conditions inside Salesforce CRM

9. Select Actions and Related records under Optimize the flow for section

10. Tick the Include a Run Asynchronously path checkbox

11. Click Done. 

Configure start with record is updated. Set entry conditions, Choose actions and related records to include a run asynchronously path

12. Now you will see the flow. Here, click the “+” icon under Run Asynchronously to configure the flow.

Choose Run Immediately or Run Asynchronously path with highlighting to choose Run Asynchronously inside Salesforce

13. Choose Action under Interaction from the list of elements.

Choosing an action under add element in the Run Asynchronously path.

14. Select the category as Event and Choose the event action as Send data to customerlabs

Send data to CustomerLabs CDP chosen with apex-clabs_CLwebhook in the new action

15. Give a relevant Label

Adding the label for the action and giving API name screen in Salesforce

16. Under the Set Input Values section, choose Record (Account) and Id (Account ID) for recordIdString

Selecting Global variables inside Salesforce for this data
Account ID input value in Salesforce CRM

17. Click Done

18. Save the flow by giving the Flow label and Description as required.

Saving the flow inside Salesforce CRM

19. Now, Click on Debug

Run Asynchronously path inside Salesforce CRM to send the data

20. Choose Run Asynchronously from the Path for Debug Run drop-down.

21. Select the Account from the drop-down.

Choosing the account data inside Salesforce CRM by Run Asynchronously.

22. In this case, update the Account Rating field as Hot, Warm or Cold and click Run. 

Debug flow inside Salesforce CRM for the accounts.

You will get a notification that the flow is running correctly as configured. If there is an error, check and try the entire process again to configure it correctly.

Entire flow inside the Salesforce CRM

23. Now, Activate this flow to send the data to CustomerLabs whenever an account is updated in Salesforce.

Activating the Salesforce CustomerLabs CDP integration

You will receive this data in CustomerLabs which you can use to configure the workflows as explained in the workflow section below.

Here’s how you set up the flow in Salesforce to send the related object data to CustomerLabs when a contact is created. For eg. When you want to send opportunity data along with Account data, follow the steps below,

1. Go to your Salesforce account → Settings → Setup

2. Search for Flows which is available under Process Automation

Salesforce CRM dashboard for flows setup

3. Click on New Flow → Record-Triggered Flow → Create

New flow setup for Record - triggered flow.

5. Select the object as Account

6. Choose the A record is created radio button

7. Set entry conditions if required or choose None

8. Select Actions and Related records under Optimize the flow for section

9. Tick the Include a Run Asynchronously path checkbox

10. Click Done. 

Configure Start inside Salesforce CRM with record is created and Actions and related records to be run Asynchronously.

11. Now click on New Resource

Adding a new resource as a next step inside Salesforce CRM

12. Choose Resource Type as Variable

New Resource variable highlighted

13. Give an API Name and Description as required

New Resource variable API name and text data type chosen in Salesforce CRM

14. Choose Text from the Data type drop-down. Tick the Allow multiple values (collection) checkbox

15. Tick the Available for input checkbox → Click Done

Adding multiple values, and choosing available for input.

16. Now, click the “+” icon under Run Asynchronously to configure the flow.

Run Asynchronously button clicked

17. Select Assignment from the list of Elements

Adding element as an assignment logic in Salesforce CRM

18. Give a label and description as required. 

Edit Assignment with label assign related objects

19. In the Set Variable Values section, choose the variable created in the steps 12-15.

Set variable values

20. Add parent and child relationship names like AccountId and Opportunities in the related values by using the Add Assignment button → Click Done

Edit Assignment in Salesforce CRM to integrate and send data to CustomerLabs CDP

Note: You can check the child relationships from Setup → Object Manager → Click on any ChildObject → Fields & Relationships → Child Relationship Name [This is child relationship name between parent and child objects].

Contact Setup Object Manager in Salesforce

21. Again, click the “+” icon under New Assignment created.

Creating a new Action for the next step in Salesforce CRM to integrate and send data to CustomerLabs CDP

22. Choose Action under Interaction from the list of elements.

Adding a new action in a process after Assignment in Salesforce CRM to integrate and send data to CustomerLabs CDP

23. Select the category as Event and Choose the event action as Send data to customerlabs

Send data from Salesforce to CustomerLabs CDP

24. Give a relevant Label

Send the data to CustomerLabs CDP from Salesforce CRM dashboard to assign Flow to variable.

25. Under the Set Input Values section, choose Record (Account) and Id (Account ID) for recordIdString.

Choosing global variables $Record Account
Choosing ID Account ID

26. Turn the toggle on (Include) for relatedObjects → Choose the variable created in steps 12-15

Include toggle on for Related objects
Adding new action for the related objects collection variables in Salesforce CRM to integrate and send data to CustomerLabs CDP

27. Click Done

28. Save the flow by giving the Flow label and Description as required.

Account with opportunity in Salesforce CRM

29. Now, Click on Debug

Debugging the setup flow inside Salesforce CRM to integrate CustomerLabs CDP to send data.

30. Choose Run Asynchronously from the Path for Debug Run drop-down.

31. Select the Account from the drop-down → Run.

Choose Run Asynchronously and the account for which you want to run the debugging and run it/

You will get a notification that the flow is running correctly as configured. If there is an error, check and try the entire process again to configure it correctly. 

Once done, the completed is shows in the banner with Completed status in Salesforce CRM

32. Now, Activate this flow to send the data to CustomerLabs whenever an account is created along with opportunity details.

Activate button to activate the data flow to CustomerLabs CDP from Salesforce CRM

You will receive this data in CustomerLabs which you can use to configure the workflows as explained in the workflow section below.

Building Workflows in CustomerLabs CDP

Setting up a workflow in CustomerLabs CDP will allow you to receive notifications about changes that happen to your Salesforce data in real-time. 

For example, you can set up a workflow that will trigger a notification to be pushed to the CustomerLabs CDP specified every time a contact/account/opportunity has been created/updated in your Salesforce account.

Workflow #1 – How to send data to CustomerLabs CDP when a new account is created in Salesforce

The below steps explain how you can filter and map incoming account information  from Salesforce to Customerlabs CDP

1. Give a name to your workflow and before proceeding, create a test account in Salesforce to get related data samples. Once a new account is created, click on Choose sample data.

CustomerLabs CDP app showing workflow setup to integrate Salesforce CRM and get the data

2. Click on Fetch new data to see sample account data created in Salesforce inside CustomerLabs CDP.

Fetch new data from the source, Salesforce CRM to send it to CustomerLabs CDP

3. By clicking on View details you’ll be able to see a JSON format of the same.

Data file synced from Salesforce CRM to CustomerLabs CDP

4. Now Select this sample & move to the next step.

CustomerLabs CDP raw data highlighting the object type as Account.

5. You can add your filter criteria to remove irrelevant information or simply skip this step. The screenshot below shows filter criteria to send the data only when the object type is Account.

Filtering incoming data from Salesforce CRM to CustomerLabs CDP

6. Lastly, in the event configuration screen, you’ll be able to map the incoming data to their respective fields in CustomerLabs CDP

7. Give a name to your incoming event. In this case, since the account details have to be created, you can select a predefined event – Create or update group. In other cases, you can give a custom name based on your requirements. (Note: Selecting dynamic will let you take the name of the incoming event directly)

Event creation inside CustomerLabs CDP for the data pulled in from Salesforce CRM

8. Account Identity mapping lets you combine all account-related events, since an incoming account has Account ID and website, you can use it to map them as shown below,

Account identity mapping inside Customerlabs CDP for data integration from Salesforce CRM

9. Once the account mapping is done, you can categorically map other incoming information into different buckets as shown below,

Map other attributes for the event details and all the data from the Salesforce CRM

Workflow #2 – How to send data to CustomerLabs CDP when an account is updated in Salesforce

The below steps explain how you can filter and map incoming account information in Customerlabs CDP when an account is updated in Salesforce.

1. Give a name to your workflow and before proceeding, update the rating field in an account in Salesforce (as explained previously in this document) to get related data samples. Once it is updated, click on Choose sample data.

Workflow Set up initialization with guidance for setting up workflow inside CustomerLabs CDP

2. Click on Fetch new data to see sample account data created in Salesforce inside CustomerLabs CDP.

Screenshot showing how to fetch new data into CustomerLabs

3. By clicking on View details you’ll be able to see a JSON format of the same.

Selecting the data to create filters in the next step

4. Now Select this sample & move to the next step.

Choosing a sample from all the data to filter it out.

5. You can add your filter criteria to remove irrelevant information or simply skip this step. The screenshot below shows filter criteria to send the data only when the object type is Account.

Filter out incoming data from the Salesforce CRM for high quality first party data

6. Lastly, in the event configuration screen, you’ll be able to map the incoming data to their respective fields in CustomerLabs CDP

7. Give a name to your incoming event. In this case, since the account details have to be created, you can select a predefined event – Create or update group. In other cases, you can give a custom name based on your requirements. (Note: Selecting dynamic will let you take the name of the incoming event directly)

Creating an event inside CustomerLabs CDP app for the Salesforce CRM data

8. Account Identity mapping lets you combine all account-related events, since an incoming account has Account ID and website, you can use it to map them as shown below,

Account identity mapping for all the data inside the Salesforce CRM brought into CustomerLabs CDP

9. Once the account mapping is done, you can categorically map other incoming attributes into different buckets. For example, you can add the rating in the Account traits.

Event configuration for account name, rating etc. to be configured inside CustomerLabs CDP for Salesforce CRM

The below steps explain how you can filter and map incoming account information in Customerlabs CDP when an account is created along with opportunity in Salesforce.

1. Give a name to your workflow and before proceeding, create a test account with opportunity details (as explained previously in this document) to get related data samples. Once it is updated, click on Choose sample data.

Workflow Setup inside CustomerLabs CDP for Salesforce CRM integration

2. Click on Fetch new data to see sample account data created in Salesforce inside CustomerLabs CDP.

Fetch new data for the new data selection inside CustomerLabs CDP

3. By clicking on View details you’ll be able to see a JSON format of the same.

Data selection screen for filtering data

4. Now Select this sample & move to the next step.

Raw sample data from Salesforce CRM with Object type account

5. You can add your filter criteria to remove irrelevant information or simply skip this step. The screenshot below shows filter criteria to send the data only when the object type is Account and Opportunity exists

Filter incoming data into CustomerLabs CDP from Salesforce CRM

6. Lastly, in the event configuration screen, you’ll be able to map the incoming data to their respective fields in CustomerLabs CDP

7. Give a name to your incoming event. In this case, since the account details have to be created, you can select a predefined event – Create or update group. In other cases, you can give a custom name based on your requirements. (Note: Selecting dynamic will let you take the name of the incoming event directly)

Event name creation to use the event from Salesforce CRM in CustomerLabs CDP

8. Account Identity mapping lets you combine all account-related events, since an incoming account has Account ID and website, you can use it to map them as shown below,

Account identity mapping in CustomerLabs CDP

9. Once the account mapping is done, you can categorically map other incoming information into different buckets. For example, in this case, you can add Opportunity stage in the Account traits as shown below.

Event Configuration and account mapping
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