Overview

Integrating Salesforce with UserGuiding allows you to synchronize data and events between the two platforms, enabling personalized in-product experiences and better customer insights. With this integration, you can:

Stream UserGuiding events directly into Salesforce for automation and analysis.
Sync contact and account attributes between Salesforce and UserGuiding in real-time.
Target and segment users based on Salesforce attributes for tailored onboarding experiences.

Please Note that adding Salesforce integration should be done two ways and it is available for Growth Plan users and above.

How to Enable Salesforce Integration

Navigate to Settings > Integrations in the UserGuiding panel.
Click "Activate"
In a new tab, install the UserGuiding Salesforce connected app via this link

Complete the acknowledgement as follows:

On the UserGuiding panel, click the "Connect to Salesforce" button to start the integration setup process.

The page will be redirected to Salesforce’s OAuth 2.0 authentication page.
Log in to your Salesforce account with your credentials.
Salesforce will prompt you to grant UserGuiding access to relevant data (e.g., Contacts, Accounts) and allow event posting.

Review and accept the permissions.
Once authenticated, UserGuiding will display a confirmation message indicating that Salesforce has been successfully integrated.

After establishing the connection, configure how data is synced between Salesforce and UserGuiding.
Choose the objects you want to map, such as:
- Salesforce Contacts <-> UserGuiding Users
- Salesforce Accounts <-> UserGuiding Companies

You can set up multiple object mappings to synchronize different data types.

Match objects based on:
- Email addresses or IDs (for Contacts)
- Company IDs (for Accounts)

Select which fields to sync between Salesforce and UserGuiding, such as:
- From Salesforce to UserGuiding: Contact Name, Email, Lifecycle Stage
- From UserGuiding to Salesforce: NPS responses, Guide Completion Events
Enable event streaming to log UserGuiding interactions (e.g., "Guide Completed," "Survey Shown") in Salesforce’s Activity tab for relevant Contacts or Accounts.
Click Save to complete the setup. The integration will begin syncing data and events in real-time.

Important: Please note that the sync happens in real-time. The changes in UserGuiding are reflected in Salesforce within 1 second and appear in UserGuiding within 3 seconds.

Important: For the Salesforce incoming part, be sure of these:

Go to the setup screen of Salesforce.
Search for Change Data Capture.

Select entities for the integration.

UserGuiding as Source

Event Tracking

These events appear in Salesforce timelines, providing valuable insights for sales and support teams.

Event Format

<EVENT_NAME>
<EVENT_PROPERTIES>

Example Event

banner button click (userguiding)

bannerId: 36
bannerName: Banner Name
buttonId: 0910f959-f611-4f42-9337-3964d7f9e005
ctaText: Explore Now
userId: USER-ID
pageUrl: https://panel.userguiding.com/dashboard

Find the list of all events UserGuiding emits to integrated tools in this article.

UserGuiding as Destination

When UserGuiding is used as a destination (available on Growth plans and above):

Import Salesforce attributes, such as plan tier, renewal date, or MRR, into UserGuiding.
Leverage these attributes to target and segment users for personalized onboarding.
Sync fields in either direction, ensuring real-time data updates.

You can sync the following objects:

Contacts
Leads
Accounts
Opportunities

Important: The integration only syncs existing objects between the systems. It does not create new objects.

Stopping the Integration

Go to Settings > Integrations in UserGuiding.
Locate the Salesforce integration.
Click the gear icon and change the integration status to Inactive.
Event streaming and field sync will stop immediately.

Salesforce Integration with UserGuiding bridges the gap between in-product experiences and customer relationship management, ensuring seamless data flow and actionable insights. Enable the integration today to elevate your onboarding and customer engagement strategies.

Did this answer your question?