Faraday can tap right into your Salesforce account to share data with your Faraday account.
Doing so, we can utilize your lead, customer, and churn data for predictive outcomes, e.g. "Lead generation, lead conversion, or likelihood to churn, or simply append Faraday data back into your Salesforce account!
Sending credentials securely to Faraday:
Go to the Faraday app’s Sources console, click Create source at the top.
Search for Segment as a Source location, enter a descriptive name, and click Next.
Enter your Segment details, and click Next.
Under Finalize, click Create source. Faraday can now begin the integration process. Once you finalize this source integration, our Customer Success team will be able to finish the configuration and we can begin utilizing your Salesforce data! If you have two-factor identification set up, a Customer Success Engineer at Faraday may reach out for that code in order for us to get initial access.
There are two somewhat common roadblocks we may run into when setting up Salesforce, other than the commonly-encountered 2FA wall mentioned above..
Custom domain: if your company uses a custom Salesforce domain, like faraday.salesforce.com, we will need to know what that is.
IP Whitelist: Salesforce may be set up to block outside access. In that case, we need the following IPs whitelisted in your Salesforce account.