Salesforce

Salesforce Requirements

• A Scarf account with an Organization set-up and an active Premium Subscription.
• A Salesforce account with API access; API access is included with Force.com, Enterprise, Developer, Performance, and Unlimited Editions. If you are on a different Salesforce plan, you may be required to purchase additional features to enable API access.
• It is suggested that a dedicated Salesforce integration user be created (Salesforce documentation). However, any user account that has the necessary Salesforce permissions can be used to initiate the connection.

Required Permissions

• Scarf:
  • Owner or Admin Permissions
• Salesforce:
  • Permission to read the org ID in Salesforce
  • Permission to “view setup and configuration”
  • Read/write access to standard objects
  • Optional: Permissions to Create Fields on Account Records – this permission is not required for the CRM sync to function, but Scarf specific Fields must be created in the CRM instance for full metadata to be written.

Implementation Process

Connection and Authentication

1. Login to Scarf as a user with Owner or Admin permissions.
2. Navigate to Organization Settings -> Integrations.

3. Select Connect CRM Instance, confirm you want to sync companies and click Finish linking CRM.

4. Click Salesforce from the Select integration menu.

5. Review the presented data permissions, and click Next.

6. When prompted, enter your Salesforce subdomain, and click Next.

7. You will now be prompted to log in to your Salesforce account.

8. Once you enter your Salesforce credentials, Scarf will establish a connection with your Salesforce instance.

Synchronization Frequency

Scarf currently synchronizes with your CRM nightly. The duration of the sync is dependent on the volume of records paired. Manual Company matches are queued for the next nightly sync.

Configuring the Connection

Once the CRM connection has been initialized, the Integrations menu will add three configuration options:

Enable Scarf to connect Insights to this CRM Toggling this to off will temporarily disable the CRM integration. While off, no reading or writing will be attempted until the toggle is switched back on.

Auto-match to known Accounts from Scarf With the integration enabled, you have the option to set Scarf to use text pattern matching to pair existing CRM Accounts with surfaced Scarf Companies. If the setting is off, then all mapping will be performed manually.

Auto-sync
When enabled, Auto-Sync ensures that any Scarf Company matched to a CRM Account is automatically included in the next sync cycle. While off, matched companies will not be included in the sync unless manually triggered.

Automatically create new Accounts in your CRM You also have the option to set Scarf to attempt to create a new Account record in your CRM when the sync process encounters a Company without a match in the CRM. This will include historical matches as well as any newly surfaced companies.

NOTE: By default, all options will be turned on except for Auto-Sync, which will be off. Since Auto-Sync automatically creates records, it is disabled by default to prevent unintended data updates. Users can enable it manually once they have reviewed their setup.

Scarf Field Configuration

The basic CRM connection allows you to pair Scarf Surfaced Companies with Account records in Salesforce, and optionally to create new Account records when Company Matches are surfaced. In addition to account records, Scarf will attempt to publish metrics to the CRM Account record if a matching Field is found on the account. If no matching Fields are found on an Account Object, Scarf will not update the record. The Fields Scarf will attempt to publish are enumerated here:

Field Label (suggested)	Field Name (required)	Field Type	Description
Scarf Company	Scarf_company_name__c	string	Company Name as determined by Scarf Enrichment
Scarf Domain	Scarf_company_domain__c	string	Primary Internet Domain of the Company
Scarf First Seen	Scarf_first_seen__c	date	Date of First Event Scarf observed attributed to this Company
Scarf Last Seen	Scarf_last_seen__c	date	Date of most recent Event Scarf observed attributed to this Company
Scarf Funnel Stage	Scarf_funnel_stage__c	string	Current Adoption Funnel Stage of the Company
Scarf Total Events	Scarf_total_events_last_30_days__c	number	Total observed events in the last 30 days
Scarf Total Uniques	Scarf_total_unique_sources_last_30_days__c	number	Unique observed Event Sources (endpoints) in the last 30 days
Scarf Events MoM	Scarf_total_events_MoM__c	number	Change in Total Events over the previous Month
Scarf Events WoW	Scarf_total_events_WoW__c	number	Change in Total Events over the previous Week
Scarf Sources MoM	Scarf_total_unique_sources_MoM__c	number	Change in Unique Sources over the previous Month
Scarf Sources WoW	Scarf_total_unique_sources_WoW__c	number	Change in Unique Sources over the Previous Week

For a detailed guide on how to make the most of your Salesforce integration, check out our Salesforce Integration Playbook. It walks you through configuring the connection, matching and syncing companies.