An Ultimate Guide to Pendo Salesforce Integration

This is the dawn of a new day as Pendo, a leading product analytics platform, merges with Salesforce, the most innovative CRM system. This integration allows organizations to combine product usage data with customers’ information in a smooth manner, thereby enabling better decision-making processes and improved customers’ experiences. This guide will take you through all the details of how to connect Pendo with Salesforce and make use of the synergy of these two powerful tools.

Requirements for Pendo Salesforce Integration

• Access to Pendo: Have an active Pendo account with appropriate access to integrate the tool into the organisation.
• Access to Salesforce: Have a Salesforce account that has admin level access to facilitate integration and data control.

Pendo Salesforce Integration Steps

Step 1: Create Connected App in Salesforce

To access the community builder, go to your salesforce account, and then go to the setup tab:

• Type ‘App Manager in the Quick Find box and then click on ‘New Connected App.’
• Complete basic fields for your Connected App and enable OAuth.
• Next, input the Callback URL provided by Pendo and provide any essential OAuth scopes.
• Finalize the configuration and jot down the generated “Consumer Key” and “Consumer Secret” for later use.

Step 2: Navigate to Pendo Integration Settings

Log into your Pendo account and go to the settings, then select the integration option on the top of the page:

• In the available integrations, search for ‘Salesforce’ and click on ‘Configure.
• Enter the “Consumer Key” and “Consumer Secret” copied from the Salesforce application.
• Connect to Salesforce by clicking the button “Connect to Salesforce”.
• You can then further configure the integration settings according to your needs like fields mapping and how frequently the data is to be updated.
• Click on ‘Save’ to continue with the next step of the process.

Step 3: I can map Pendo data to Salesforce objects here, as mentioned in the previous section:

Efficiently map Pendo data to corresponding Salesforce objects to ensure accurate synchronisation:

• To define output values for fields that in turn will dictate where and how they appear, go to the “Mappings” tab located in Pendo Integration settings.
• Start a new map by clicking on “New Map” which is available on the home screen or continue the previous one by clicking on “Add Mapping. ”
• Select data categories from Pendo for synchronisation where it concerns characteristics of the users or actions that took place.
• Choose the Salesforce object that should imply Pendo data fields appropriately.
• Copy the mapping configuration and save it: In the Instances tab of the mapping configuration, click on the Duplicate icon to create a new instance of this mapping and repeat the steps if the mapping needs to be created for additional aliases.

Step 4: This framework is a procedure that outlines the steps involved in testing and evaluating the integration of healthiness into your daily life.

Thoroughly test the integration to validate data synchronisation and functionality:Thoroughly test the integration to validate data synchronisation and functionality:

• Configure specific test scenarios directly in Pendo and check the data synchronisation to the Salesforce platform.
• Confirm compliance of the data mapping outcomes and scenarios configured for the business.
• Work with them by reviewing and updating integration configurations and mappings in case of any concerns met.

Step 5: Integrated into production and monitor the integration

Deploy the integration to your production environment and monitor its performance continuously:

• Introduce the integration that has been tested to your production network.
• Superintend the data synchronisation to capture the compliance patterns against the expected outcomes.
• Always respond to errors early by going through logs of events and notifications to correct them.
• Ensure the following to maintain the timely update of integration settings and mappings based on changing business needs.

Conclusion

In conclusion, the presented integration course of Pendo in Salesforce reveals new chances for elevating customer interactions and optimizing business sales processes. If implemented according to the instructions in this guide, an organization can seamlessly integrate product analytics with CRM and extract huge benefits that will yield long term results. Mark the synergy of integration to realize the ability of Pendo and Salesforce of chiseling best of experiences to the users and/or business success.

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