Syncing Spend from Salesforce

As part of HockeyStack's integration to Salesforce, you are able to pull in advertising spend from both online and offline events tracked in your Salesforce.

To get started, navigate to Settings > API & Integrations

1. Select Salesforce - Configuration > Scroll to the very bottom and toggle the Salesforce Spend Sync button.

• HockeyStack will automatically pull in the following fields from the Campaign Object by default:

  • Name

  • Type

  • Start Date

  • Actual Cost

1. Select any additional fields to be included in your HockeyStack reporting from the dropdown menu.

1. HockeyStack will insert the full spend amount into the date denoted in Start Date field. We do not distribute the spend across multiple days because End Date may not exist or can be changed more often.

Please allow for 24 hours for Spend data to populate in HockeyStack.

How It Works

• HockeyStack pulls the "Actual Cost" field directly from Salesforce into your instance.

• Spend Data is synced as part of your daily sync from Salesforce

Note: You will not need to make any adjustments to you Channel or Campaign property definitions in HockeyStack — everything will work seamlessly. Event and Tradeshow mappings are automatically created as soon as data becomes available.

Caveats

• Currently, HockeyStack only supports spend data in the "Actual Cost" field. For other spend data fields, refer to this guide: Sync Spend

• Start Date must not be empty. If this field is blank, data for that campaign will not be imported.

• Relation fields on the Campaign Object are currently not supported for Spend fields.