Integrating Salesforce CRM with Revlitix
Integrating Salesforce CRM with the Revlitix platform through a single-click OAuth authentication can significantly enhance your ability to make strategic decisions and seamless marketing automation.
This guide provides a step-by-step walkthrough to authenticate and complete the integration successfully.
Please note: Only users with Salesforce Admin privileges can integrate.
Integration Process During Onboarding
Scenario 1: When you are already logged into the Salesforce account
Step 1: Access the Integrations Module
a. Log in to your Revlitix account.
b. During onboarding, you will land on the Integrations module.
c. Under Available Integrations, select Salesforce.
Step 2: Initiate Integration
Click the "Get Started" button to initiate the integration process.
Step 3: Allow Access
A prompt will request permission to connect Salesforce with Revlitix. Click Allow.
You'll be redirected to the Field Mapping page.
Click Save to confirm the integration.
Step 4: Configure Integration Settings
In the Integrations module, select the Salesforce integration card.
Choose a Data Refresh Interval – Choose how often the data syncs from Salesforce to Revlitix:
Every 4 hours
Every 8 hours
Every 12 hours
Every 24 hours (Default Setting)
Select the created profile to open the Basic Info page.
Assign a Connection Name and click Save and Next.
In each object, Map Salesforce fields to corresponding Revlitix fields.
Check the Set as Default box if desired.
The data type (Date, String, Integer, Double, Float) will be automatically assigned.
Click Save & Next to proceed.
Voila! Your Salesforce account is now integrated with Revlitix.
Scenario 2: When you are not logged into your Salesforce
Step 1: Access the Integrations Module
Log in to your Revlitix account.
During onboarding, you will land on the Integrations module.
Under Available Integrations, select Salesforce.
Step 2: Initiate Integration
Click the Get Started button to begin the integration process.
Step 3: Provide Login Credentials
Enter your Salesforce login credentials (Username & Password).
Once logged in, you will be redirected to the Revlitix Integration Module.
Locate the Salesforce integration card under the Available Integrations section.
A prompt will request permission to connect Salesforce with Revlitix. Click Allow.
Step 4: Configure the Integration
Navigate to the Integrations module and select the Salesforce integration card.
Select Data Refresh Intervals – Choose how often the data syncs from Salesforce to Revlitix:
Every 4 hours
Every 8 hours
Every 12 hours
Every 24 hours (Default Setting)
Select the created profile.
Assign a Connection Name and click Save & Next.
Step 5: Field Mapping
Field mapping ensures that Revlitix attributes align with Salesforce fields for accurate data retrieval.
Map each Revlitix attribute to the corresponding Salesforce field.
The data type (Date, String, Integer, Double, Float) will be automatically assigned.
Optionally, check Set as Default to have fields appear in the Raw Data section by default.
Preview field details before finalizing selections.
Remove any unnecessary fields by clicking the delete icon.
Click "Add Mapping" to include additional fields.
Click "Save & Next" to continue.
Step 6: Complete the Integration
Select "Save" to finalize the integration.
Once completed, Salesforce will appear under the Connected Integrations section in Revlitix.
Users can effectively integrate Salesforce CRM with Revlitix by following these steps, improving productivity monitoring, customer relations, sales, and increased ROI.