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Known Participant
October 20, 2025
Question

whats the best way to push data to Salesforce?

  • October 20, 2025
  • 2 replies
  • 19 views

whats the best way to push data to Salesforce?

    2 replies

    Community Manager
    October 20, 2025

    The best way to push data to Salesforce is to use a dedicated integration, such as the inSided Salesforce (SFDC) integration. This allows you to automate the export of relevant data (like community member activities, feedback, and engagement) directly into Salesforce CRM for a unified customer view.

    Key steps and best practices:

    • Use the official inSided SFDC integration to connect your platform to Salesforce.
    • Data is matched and pushed based on email addresses, linking community members to Salesforce Contacts.
    • Only activities from the moment of linkage are sent; historical data is not retroactively pushed.
    • The integration supports pushing various activity types (e.g., visits, posts, replies, votes) and member fields (e.g., username, registration date).
    • Ensure the required Salesforce permissions and object/field access are configured for the integration user.

    For more details and setup instructions, refer to:

    Known Participant
    October 20, 2025

    whats the best way to push data to Salesforce?