Integrate Optimize with Salesforce

Learn how to integrate Salesforce with Optimize.

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

You'll need to sign in to Salesforce as an Admin or as a user with these required permissions. You can then import up to 20 fields per table (e.g., Account, Opportunity, Contact, or Lead).

Open your site in Webflow, then:

1. Go to the Insights tab > Integrations
2. Click Set up under Salesforce
3. Click Sign in to Salesforce
4. Accept the permissions request to allow Salesforce data to import
5. Click Import under a table you want to import
6. Choose the fields to import
7. Click Save

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
• Per outbound link — a new field for each outbound link you create is written

Syncing occurs on the following schedule:

• First-time sync — automatically triggered when you first integrate with Salesforce
• Ongoing sync — runs once daily
• 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:

• Generate and send outbound links — unlock individual-level targeting and analytics
• Create rules-based audiences — target experiences using Salesforce data
• Use filters to refine results — drill down into optimization performance by Salesforce attributes

Required Salesforce profile permissions

These are the minimum permissions required to integrate Optimize with Salesforce. You'll need to create a profile with these permissions and then assign the profile to a user, who will sign in during the integration process.