Faraday’s can tap right into your Salesforce to share data to 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, or other destinations!
Enter your login (or a login specifically created for us), into a new source on https://app.faraday.io/sources. You'll click "Create source" and select Salesforce as the Source, giving it a descriptive name.
Then, when proceeding to the setup details:
Generally, that's it! Faraday can now begin the integration process. 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 a commonly encountered 2FA wall.
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 setup to block outside access. In that case we need the following IPs whitelisted in your Salesforce.