Integrating Salesforce with nReach: A Step-by-Step Guide

Enhance Campaign Management with the Salesforce-nReach Integration

The Salesforce-nReach integration enables your team to efficiently manage Telegram campaigns while tracking their progress directly in Salesforce. By syncing efforts between Telegram and non-Telegram campaigns, this integration creates organizational alignment, ensuring seamless collaboration across teams. It also promotes transparency by centralizing the history of Telegram correspondence within Salesforce, empowering your organization with a complete view of campaign activity and performance.

For more information on capturing the Telegram correspondence history, please refer to your customer success manager. 

Note: The Salesforce integration may involve additional charges. To check if the integration is available in your account, please go to the Integrations page. If the lock icon appears next to the Salesforce icon, please refer to your customer success for further questions.

This guide will walk you through the steps to integrate Salesforce with nReach. Follow these instructions to seamlessly connect your Salesforce data with nReach.

1. Integrating Your Salesforce Account

Steps:

1. Sign In to Salesforce:
   • Start the integration process by navigating to the integration page and clicking the Integrate Account button.

• At this point, you will be prompted to approve the required permissions. Please verify that your Salesforce account has the necessary permissions to approve API calls.

2. Complete the Integration:
   • Once permissions are approved, the integration is active, and your Salesforce account is connected to nReach.

2. Mapping the Schema Between Salesforce and nReach

Mapping the schema allows you to define how data is transferred between Salesforce and nReach for both companies and contacts.

Steps:

1. Access Schema Mapping:
   • Navigate to the Map Schema section in nReach.
2. Define Data Transfer Rules:
   • A dialog will open up suggesting to select the entities to map. You can start with Companies and then proceed to Contacts

• For each entity (companies and contacts), specify which information should flow between the platforms.
• Assign the source of truth for each field:
  • If a field's source is Salesforce, updates in Salesforce will overwrite changes in nReach.
  • Conversely, if the source is nReach, updates in nReach will overwrite Salesforce data.

3. Example Mapping:
   • Map the Account Name field in Salesforce to the Name field in nReach.
   • Choose whether Salesforce or nReach holds the authoritative data for that field.
4. Add New Properties:
   • For example, to send "Account Type" from Salesforce to nReach:
     • Type the name of a new column. By the end of this process, a new column will be added in nReach.
     • Select the checkbox for the property in the schema mapping tool.

5. Save Changes:
   • Click Update Schema to save your mapping configurations.
6. Repeat for Contacts:
   • Follow the same process to define mappings for contact fields.
   • Customize mappings to specify different sources of truth for various fields.

3. Performing an Import (Sync Data from Salesforce to nReach)

Steps:

1. Initiate a One-Time Sync:
   • After mapping, click the Sync button in nReach.
   • This action transfers the selected data from Salesforce to nReach based on your schema mappings.
   • Apply import for companies before doing import for contacts.

2. Verify Data:
   • The import process may take a few minutes to complete. Once completed, you will receive an email confirming the completion along with stats related to the import process.
   • Confirm that the number of entities created in nReach align with the number of entities in Salesforce. If there are any gaps, please report to your Customer Success manager.

4. Performing an Export (Sync Data from nReach to Salesforce)

Steps:

1. Select Contacts or Companies to Export:
   • Navigate to the Companies or Contacts page.
   • Identify the specific entities (e.g., contacts or companies) in nReach that you want to export to Salesforce.
   • For each item, select the checkbox to include it in the export.
2. Sync to Salesforce:
   • Click Sync to Salesforce.
   • Approve the action to complete the transfer.

3. Automatic Company Creation:
   • If the company associated with a contact does not exist in Salesforce, it will be created automatically during the export.

5. Automated Import/Export

Once the manual import/export was successful, reach out to your Customer Success manager in order to automate this process. You can define the relevant population to import or export with according to your needs.

If you have any questions or need further assistance, please reach out to our support team. Happy integrating!