Set-up the connection between Salesforce and Vainu

Learn how to set up the two-way Salesforce integration and streamline your sales prospecting.

The two-way integration is super powerful in streamlining your sales process and making your prospecting as efficient as possible.

What do you need from Salesforce to use Vainu and Salesforce connection?


Rest API is always required to use Vainu Salesforce integration and user with admin rights, no other requirements are required from Salesforces end.

Check which Salesforce editions contain API access:
https://help.salesforce.com/articleView?id=000326486&type=1&mode=1

Salesforce Editions with API Access


To use the Salesforce API, your organization must be on one of the following 4 editions (the API is enabled by default):

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition


Salesforce editions with no API Access

  • Professional Edition*
  • Essential Edition


Salesforce API Notes: 

  • For Professional Edition organizations, all requests for API access must be purchased and can be processed contacting your Salesforce Account Executive.

 

Before setting up the connection, here's what you need for getting the integration up and running from Vainu and Salesforce:

  • Salesforce integration included in your Vainu license
  • Access to Salesforce REST API*, which is required for importing data from Salesforce to Vainu. It is included automatically in Lightning Enterprise and Lightning Unlimited plans, or you can purchase it as a separate package.
  • One person with Vainu Admin rights
  • Permission to add data to Salesforce (read-only rights are not enough)
    * Check your Salesforce version with the instructions here.


The integration is done in two simple steps 

  1. Vainu Admin imports Salesforce data into Vainu 
  2. All the other users connect their own Salesforce account in Vainu 

1. Vainu Admin does the initial set-up 🛠 

Vainu Admin in your organization should make the initial set-up and import all the data from Salesforce into Vainu. If you are unsure who is the admin in your organization, let us know in the chat! Here's how to get started: 

Connect your account

  • Click on the User icon on the upper right corner → Settings → Integrations & Subscriptions
  • Find Salesforce in the list of integrations and click on "Connect". 
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  • Login to Salesforce and grant Vainu the permission to access the information in Salesforce.

Import Salesforce data

You can import companies based on either Company name or Business ID. You can match companies based on the data you already have in your Hubspot.

I) Choose Vainu field (Company name or business ID) and the corresponding field in Salesforce

II) Click on "Start full import". This can take a while depending on the number of companies you have in Salesforce. 

III) Activate auto-sync (Vainu will gather the latest information automatically from Salesforce once an hour). 

 

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Export settings 

Each user has automatically the default settings activated on their account. These settings bring basic company information to default fields in Salesforce but if you want to modify the settings or create multiple options, you can do it by clicking on "Customize export settings". 

 

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2. Rest of the users connects their Salesforce accounts 🔑

Once the Vainu Admin in your organization has finished the settings, the rest of the users can connect their own Salesforce accounts in Vainu: 

 

What's next? 

Export companies to Salesforce

Create smart workflows with the 2-way Salesforce integration

Learn to Customize your Export settings