What RB2B Sends to Salesforce CRM
When RB2B identifies a new visitor to your website, the Salesforce CRM integration will receive both the Contact (visitor) and Account (company) information related to that individual. If either the Contact or Account information does not exist already in Salesforce CRM, it will be created, else, it will be updated with the new information received from RB2B.
⚠️ Important Note: Salesforce requires an Account Owner to be set when an Account is created. By default, the user who set up the RB2B Salesforce CRM integration will be named as the Account Owner for all RB2B created Accounts.
Profile Information Sent to Salesforce CRM
If identified, the following information is sent to Salesforce by RB2B:
User Information | Company Information | Visit Information |
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Note: Hot Leads and Hot Page tags are not sent to Salesforce.
Identifying Contacts Created by RB2B
When a Contact is created in Salesforce by RB2B they will be identified as having "RB2B" listed as their "Lead Source" within their properties.
Identifying Accounts Created by RB2B
When an Account is created in Salesforce by RB2B it will be identified as having "RB2B" listed as their "Account Source" within their properties.
Finding Recent Page View Activity in Salesforce
RB2B utilizes Salesforce's Tasks feature to display a Contact's recent page view activity.
A Contact's list of recent page views, as recorded by RB2B, can be found as individual Tasks recorded in the Contact's Activity. The same information list displayed as a Task on the Contact's Account as well.
Click "Webpage View" on a Task to see the full details of the recorded page view. There, you will find the date and time of the view as well as the URL which the Contact visited.
Within the "Webpage View" comments you will find:
The webpage URL visited
The page title of the webpage visited
The date and time of the visit
The UTM Campaign (if applicable)
The UTM Source (if applicable)
The UTM Medium (if applicable)