Co-author – Srihari Ananda Kumar
Salesforce Account Engagement, originally known as Pardot, is a cloud-based platform that offers B2B marketing automation tools for automating marketing, creating leads, and calculating marketing ROI.
Building a flow in IBM App Connect with Salesforce Account Engagement
Use App Connect to build flows that integrate with Salesforce Account Engagement and other applications. The connector is displayed as Salesforce Account Engagement on the App Connect User Interface (UI).
To allow App Connect to connect to your Salesforce Account Engagement account, you need to fill in the connection fields that you see in the App Connect Designer Catalog page or flow editor. For more information on connection fields, see How to use IBM App Connect with Salesforce Account Engagement.
Salesforce Account Engagement objects
The following Salesforce Account Engagement action objects can be run in App Connect.
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Objects
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Description
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Prospects
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Prospects are visitors who have an associated email address in Account Engagement. An active prospect has performed an activity, such as submitting a form, visiting a page, or clicking a link.
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Users
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Users have both Account Engagement credentials and Salesforce credentials and are also enabled with SSO, so they effectively have two different ways to log in to Account Engagement.
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Visitors
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A person who has visited an account engagement-related page.
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Campaigns
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Campaigns are used to track a prospect's first point of contact.
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Email templates
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Email templates are utilized for automated sends.
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Emails
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Use email resources to send emails to prospects and track their responses.
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Folders
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Organize and structure the campaigns, emails, and other marketing content and assets together.
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List memberships
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List membership resources can be used to add and remove prospects from your static email lists, as well as to learn which prospects belong to which lists. |
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Lists
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A list is a group of prospects to whom you can send list emails or provide engagement programs.
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Visits
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Use visit resources to learn about a user's visit to your website.
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Scenario 1: Create a prospect in Salesforce Account Engagement whenever a new form entry is created in Wufoo
Consider this scenario where you create a prospect in Salesforce Account Engagement with the prospect's information whenever a new form entry with a campaign attendee's information is created.
For this example, consider that a group of attendees attended a campaign, and a survey was taken from the attendees using Wufoo. Once the attendee fills out a form entry with the details, a prospect gets created in Salesforce Account Engagement.
An email address is a must to be entered in the Wufoo campaign form entry as part of the survey data.
In this flow:
- The event-driven flow is triggered whenever a new form entry is created in Wufoo.
- A prospect is created in Salesforce Account Engagement based on the attendee’s details.
For example:
Tip:
Whenever you provide a user ID for a new prospect in Salesforce Account Engagement, that prospect will be synced as a lead in Salesforce. You can get the user ID for the specified prospect by using the Salesforce Account Engagement Retrieve users operation.
You can opt to add a subsequent flow to notify the intended team members about the newly created lead in Salesforce.
For example, add a Salesforce New Lead operation as the trigger node and add a Gmail Send email node to notify team members whenever a new lead is created in Salesforce.
Resources
Try out our templates
You can view the following use cases in the Templates gallery in your App Connect Designer instance.
- Create a prospect in Salesforce Account Engagement whenever a new form entry is created in Wufoo
Template URL: https://<your-instance-id>/templates/Create%20a%20prospect%20in%20Salesforce%20Account%20Engagement%20whenever%20a%20new%20form%20entry%20is%20created%20in%20Wufoo
- Assign a visitor to a prospect in Salesforce Account Engagement for each Salesforce Account Engagement visitor
Template URL: https://<your-instance-id>/templates/Assign%20a%20visitor%20to%20a%20prospect%20in%20Salesforce%20Account%20Engagement%20for%20each%20Salesforce%20Account%20Engagement%20visitor
You must enable the Designer AI features in your containerized environment to access the App Connect templates. For more information, see The preloaded IBM App Connect templates.
You can also import these use cases directly into your App Connect Designer. These templates are added to a public GitHub repository at https://github.com/ot4i/app-connect-templates/tree/cp4i-templates/resources. For more information about the supported connectors, see App Connect Connectors.
For any inquiries on this blog or connector, contact Srihari at srihakum@in.ibm.com.