This integration is available as an add-on for Growth and Enterprise plans.
Overview
Userpilot’s Salesforce integration enables seamless event data exchange. Users can send Userpilot events (checklists, flows, surveys, NPS, forms, feature tags, and button-tracked events) to Salesforce and update Salesforce attributes within Userpilot. This allows for workflow automation, personalized onboarding, and event tracking under contact or lead profiles.Use Cases
Sync Userpilot Events to Salesforce for Better Tracking
Sync Userpilot Events to Salesforce for Better Tracking
Send Userpilot events (checklists, flows, surveys, NPS, forms, labeled events, and button-tracked events) to Salesforce to enhance visibility and reporting. Events are logged as custom objects linked to Contacts and Leads, enabling better tracking of user interactions
Trigger Automated Emails in Salesforce Based on Userpilot Activity
Trigger Automated Emails in Salesforce Based on Userpilot Activity
Leverage Userpilot event data to automate email campaigns in Salesforce. For example, trigger follow-ups based on feature engagement, NPS scores, or survey responses to drive user retention and conversions.
Enhance User Segmentation in Userpilot with Salesforce Data
Enhance User Segmentation in Userpilot with Salesforce Data
Use Salesforce attributes to refine user segmentation in Userpilot. Create targeted in-app experiences based on customer status, lifecycle stage, or other CRM attributes.
Personalize Onboarding and In-App Experiences with Salesforce Data
Personalize Onboarding and In-App Experiences with Salesforce Data
Customize Userpilot onboarding flows and in-app content using Salesforce attributes. Deliver personalized messaging, feature announcements, and walkthroughs based on user role, industry, or engagement history.
Sync and Update Salesforce Attributes in Userpilot
Sync and Update Salesforce Attributes in Userpilot
Keep Userpilot data up to date by syncing and updating Salesforce attributes. Ensure that changes in Salesforce (e.g., subscription status, account type) reflect in Userpilot for more accurate targeting and automation.
Prerequisites
- A Userpilot Enterprise Account
- A Salesforce Plan with API Access: Enterprise Edition, Unlimited Edition, Developer Edition,
- The user connecting the integration must have the following permissions on Salesforce:
| Object Name | Object Permission | |
|---|---|---|
| Object Settings | Accounts, Contacts , Leads | Read, View All |
| System Permissions | API Enabled, Download AppExchange Packages(Only used to check if package is installed) |
Set up the Integration
1
Connect your SalesForce Account
- Navigate to the integrations page and click on the “Salesforce” integration.
- Select if you would like to connect Userpilot to the Production or Sandbox
-
You will be navigated to Salesforce to install the package
-
Approve Third-Party Access
If you skip this step, you will see an error message in Userpilot stating that the integration will not work without installing the package
- Select your Data Flow Direction : Both ways, SalesForce to Userpilot, or Userpilot to SalesForce
2
Map the user/company properties
Properly mapping user and company properties between Userpilot and HubSpot ensures accurate data synchronization
| Property Type | Mapping Method | Requirement |
|---|---|---|
| User/Contact Properties | Option A: Unique ID Mapping | The Contact/Lead property in Salesforce that represents the User ID must match the unique User ID passed to Userpilot in the identify call. |
| Option B: Email Address Mapping | The SalesForceContact Email must match the email field passed to Userpilot in the identify call. | |
| Company Properties (Optional) | SalesForce Company ID Mapping | The SalesForce Account ID must match the Company ID passed to Userpilot in the identify call. |
3
Configure Data and Events
Select the list of user/company properties that exist in SalesForce in order to sync them in Userpilot.The data will be updated in real-time
View Events in Salesforce
Once Userpilot is integrated with Salesforce, you can access Userpilot events directly within your Salesforce environment. These events are stored under the Userpilot Events object. To find them, navigate to:- Salesforce Dashboard → Click on the App Launcher (grid icon in the top-left).
- Search for Userpilot Events and open the object.
- Here, you will see all events sent from Userpilot, including flow completions, button clicks, and other user interactions.
Salesforce does not show custom objects by default. In order to view Userpilot custom objects in the Sales tab, you will need to manually configure them. Please refer to our guide on adding custom objects to Salesforce.
Creating Reports with Userpilot Data
To analyze Userpilot events within Salesforce reports:- Go to Reports and click New Report.
- Select Userpilot Events as the data source.
- Customize the report by adding filters, grouping data by user attributes, and visualizing trends.
- Save and schedule reports to track user engagement over time.