Salesforce

HockeyStack's Salesforce integration pulls your sales data from Salesforce and connects it with the rest of your customer data. This includes Accounts, Contacts, Leads, Deals, Campaigns and more.

Connecting to Salesforce

The Salesforce connection happens through a user with enough permissions giving access to the HockeyStack app after clicking Connect from Settings in your HockeyStack dashboard.

You can manage the connected app in Salesforce through Setup > Platform Tools > App Manager.

You can see the required permissions for the app here but any Salesforce user that has read access to the objects you want to pull into HockeyStack should be able to connect successfully.

How It Works

When you integrate Salesforce, HockeyStack pulls certain actions and properties from it. Each action comes with action properties that give more information about it.

For a full list of the objects and related actions we pull from Salesforce, see Salesforce Pulled Objects List.

Technical Details

Each request is able to pull 2000 records per object at a time and processes the results in series. Depending on your data volume, we pull the historical data on a monthly or daily basis and then move to daily basis for any new data after the initial setup.

As a rule of thumb, you can calculate the amount of requests being made as (# of records / 2000) per object.

We look at the LastModifiedDate property to pull only the recently modified records. This allows us to also keep track of updates along with creations. We also have processes that keep track of recently deleted objects to also reflect the change in HockeyStack.

When you create new fields in Salesforce, they are automatically ingested into HockeyStack. You should see them within 24 hours of creation. Ensure that HockeyStack has the necessary permissions to access these fields.

Salesforce Integration FAQs

Integration Setup Questions

1. Can HockeyStack connect to a Salesforce sandbox environment?

   Yes, HockeyStack can connect to a sandbox, but a toggle needs to be switched on from the backend. Please let your CSM know if you’d like to connect to a sandbox.

2. Does HockeyStack push data to Salesforce by default?

   No, by default, HockeyStack does not push data to Salesforce. It only provides a view of the data unless explicitly configured to do so.

3. What is required for HockeyStack to push data to Salesforce?

   • A custom checkbox needs to be created in Salesforce.

   • This checkbox will be managed by HockeyStack's UI settings to identify which records to update.

4. What permissions are required?

   Read permissions on all objects and all fields listed in our pulled objects list is required: Salesforce Pulled Objects List

---

API and Data Handling Questions

1. Does HockeyStack consume Salesforce API calls?

   Yes, HockeyStack consumes API calls. There is an initial historical data load that may use up to 10,000 daily API calls, followed by fewer calls for daily usage.

2. Can API usage by HockeyStack be limited?

   No, limiting API calls within HockeyStack is not possible. However, the number of calls typically remains well below thresholds.

3. How much historical data does HockeyStack load?

   The historical load typically covers four years of data.

---

Additional Integration Features

1. What is the use case for HockeyStack pushing data into Salesforce?

   • To identify high-frequency website visitors for sales or marketing follow-up.

   • To create audiences for marketing campaigns.

   • See a detailed use case here: https://docs.hockeystack.com/advanced-strategies-and-techniques/use-cases/sourcing-and-targeting-accounts-for-joint-marketing-and-sales-campaigns