Learn how to integrate Salesforce with Optimize.
Note
The ability to integrate Optimize with Salesforce is available only with an Enterprise plan.
You can integrate Webflow Optimize with Salesforce to target and report on visitors who match with Salesforce data. Then, you can create rules-based audiences to deliver tailor-made optimizations. From your results you’ll have increased information about who’s engaging with your site and which variations resonate with which type of visitor.
How to import Salesforce data into Webflow
Someone with Salesforce admin permissions needs to sign in to grant Webflow Optimize access. You can then import up to 20 fields per table (e.g., Account, Opportunity, Contact, or Lead).
To import Salesforce data into Webflow, first go to the Webflow Designer, then:
- Go to the Insights tab
- Click Integrations
- Click Set up under Salesforce
- Click Sign in to Salesforce
- Accept the permissions request to allow Salesforce data to import
- Click Import under a table you want to import
- Choose the fields to import
- Click Save
Note
The import process can take 30 minutes to complete.
What Optimize writes to Salesforce
When you sign in to Salesforce, you’ll see a notice that Optimize can write data. Optimize only writes the following fields to the corresponding Salesforce object (i.e., Contact or Lead) when a sync occurs:
-
One record identifier —
Intellimize_Record_Id__c is written to sync data
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Per outbound link — a new field for each outbound link you create is written
Syncing occurs on the following schedule:
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First-time sync — automatically triggered when you first integrate with Salesforce
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Ongoing sync — runs once daily
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Manual sync — you can trigger an on-demand sync from Insights tab > Integrations > Salesforce
Login has expired error
Salesforce occasionally requires authorized connections to reauthenticate — this is a standard security measure. If you see the “Login has expired” message, sign back in using a Salesforce admin account.
Put your Salesforce data to work
Once Optimize finishes importing your Salesforce fields, here are a few ways to make the most of them: