Skip to main content
All CollectionsIntegrationsSalesforce CRM
Playbook: Using Salesforce CRM with RB2B
Playbook: Using Salesforce CRM with RB2B
Updated today

Table of Contents

  1. Introduction

  2. Understanding RB2B Data in Salesforce

  3. How to Run Reports on RB2B-Sourced Leads and Accounts

  4. Creating a Flow for Accounts with RB2B as the Account Source

  5. Creating a Flow for Contacts with RB2B as the Lead Source

  6. Creating a Record-Triggered Flow for a "Webpage View" Task for Specific URLs

  7. Creating a Flow for Repeat Visitors

  8. Website Visitor Notifications for Account Owners

Introduction

Welcome to the RB2B and Salesforce integration playbook! This guide will walk you through the steps to connect these powerful platforms and unlock valuable insights about your website visitors.

By integrating RB2B with Salesforce, you can:

  • Identify and track key decision-makers visiting your website.

  • Enrich your Salesforce contacts with valuable data from RB2B.

  • Create targeted workflows and automate your sales and marketing outreach.

  • Gain a deeper understanding of your audience and their behavior.

  • Improve lead generation, conversion rates, and overall sales performance.


Understanding RB2B Data in Salesforce

  • Lead and Account Sources:
    RB2B automatically sets "RB2B" as the Lead Source for new Contacts and the Account Source for new Accounts in Salesforce if RB2B was the original source of identification. This allows you to easily track and report on Contacts and Accounts that originated from RB2B. More information

  • Page View Activity:
    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. More information

How to Run Reports on RB2B-Sourced Leads and Accounts

The following operators allow you to type a custom value when defining your Lead/Contact source and are recommended for use, all other operators require the use of Salesforce's picklist:

  • Contains

  • Does Not Contain

  • Starts With

To manually add "RB2B" as a Lead Source option in your picklists, follow the instructions in this article.

To generate a report showing all Contacts or Accounts that RB2B identified, follow these steps:

For Contacts (Lead Source Contains RB2B)

  1. Navigate to Reports in Salesforce.

  2. Click New Report and select Contacts & Accounts as the report type.

  3. Click Filters and find the Lead Source field.

  4. Set the filter to Lead Source Contains RB2B.

  5. Click Run Report to view a list of all Contacts sourced by RB2B.

For Accounts (Account Source CONTAINS RB2B)

  1. Go to Reports and create a New Report.

  2. Choose Accounts as the report type.

  3. Under Filters, locate Account Source.

  4. Set the filter to Account Source Contains RB2B.

  5. Run the report to see all Accounts that RB2B has sourced.

This allows you to measure RB2B’s impact on your lead generation and track how these leads and accounts progress through your sales funnel.

Creating a Flow for Accounts with RB2B as the Account Source

Workflows require the use of an Equals operator which is reliant on "RB2B" first being set as a picklist value in your Salesforce instance. To manually add "RB2B" as a Lead Source option in your picklists, follow the instructions in this article.

This can be combined with the Creating a Record-Triggered Flow for a "Webpage View" Task for Specific URLs tutorial below.

Step 1: Navigate to Flow Builder

  1. In Salesforce, click the gear icon and select Setup.

  2. In the Quick Find bar, type Flows and select Flows.

  3. Click New Flow and choose Record-Triggered Flow.

  4. Click Create.

Step 2: Configure the Flow Trigger

  1. Choose Object: Select Account.

  2. Trigger the Flow When: Choose A record is created or updated.

  3. Set Entry Conditions:

    • Field: Account Source

    • Operator: Equals

    • Value: RB2B

  4. Click Done.

Step 3: Define Flow Actions

Now, choose what you want to happen when an Account meets this condition. Some examples:

  • Notify a sales rep (send an email).

  • Assign the Account to a specific user or queue.

  • Create a follow-up task for the Account.

  • Update a custom field to flag the Account as an RB2B-identified lead.

Step 4: Save & Activate

  1. Click Save, name the Flow (e.g., "Tag RB2B Accounts").

  2. Click Activate.

Creating a Flow for Contacts with RB2B as the Lead Source

Workflows require the use of an Equals operator which is reliant on "RB2B" first being set as a picklist value in your Salesforce instance. To manually add "RB2B" as a Lead Source option in your picklists, follow the instructions in this article.

Step 1: Navigate to Flow Builder

  1. In Salesforce, click the gear icon and select Setup.

  2. In the Quick Find bar, type Flows and select Flows.

  3. Click New Flow and choose Record-Triggered Flow.

  4. Click Create.

Step 2: Configure the Flow Trigger

  1. Choose Object: Select Contact.

  2. Trigger the Flow When: Choose A record is created or updated.

  3. Set Entry Conditions:

    • Field: Lead Source

    • Operator: Equals

    • Value: RB2B

  4. Click Done.

Step 3: Define Flow Actions

Just like the Account flow, decide what should happen when a Contact meets this condition. Possible actions:

  • Send an alert to a sales rep.

  • Automatically assign the Contact to a sales team.

  • Mark the Contact as an "RB2B Identified Lead" using a checkbox field.

  • Trigger an email sequence.

Step 4: Save & Activate

  1. Click Save, name the Flow (e.g., "Tag RB2B Contacts").

  2. Click Activate.


How to Run Reports for a "Webpage View" Task For Specific URLs

If you just need to find tasks where the Comments (Description) contain a specific URL, you can use a report:

  1. Go to Reports in Salesforce.

  2. Click New Report and select Tasks & Events as the report type.

  3. Click Filters and apply the following conditions:

    • Field: Subject → Operator: Contains → Value: [your URL or keyword].

    • Field: Type → Operator: Equals → Value: Web Activity.

  4. Click Run Report to see all matching tasks.

This allows you to manually pull a list of all "Webpage View" tasks where the comments contain a specific URL or keyword.

Creating a Record-Triggered Flow for a "Webpage View" Task for Specific URLs

This can be combined with the Creating a Flow for Accounts with RB2B as the Account Source and Creating a Flow for Contacts with RB2B as the Lead Source tutorials above.

Step 1: Create a Record-Triggered Flow

  1. In Setup, go to Flows.

  2. Click New Flow and select Record-Triggered Flow.

  3. Click Create.

Step 2: Configure the Trigger Conditions

  1. Object: Select Task.

  2. Trigger the Flow When: A record is created or updated.

  3. Set Entry Conditions:

    • Field: Subject → Operator: Contains → Value: Webpage View

    • Field: Description (or Comments) → Operator: Contains → Value: [your URL or keyword].

  4. Click Done.

Step 3: Define the Action (What Happens Next?)

Now, decide what should happen when a matching "Webpage View" Task is found. Some options:

  • Send an email notification to a sales rep.

  • Create a follow-up Task for the related Contact or Account.

Creating a Flow for Repeat Visitors

Step 1: Create a Record-Triggered Flow

  1. Go to Setup → Search for Flows → Click New Flow.

  2. Choose Record-Triggered Flow and click Create.

  3. Set Up the Trigger:

    • Object: Select Task.

    • Trigger When: Choose A record is created.

    • Entry Condition:

      • Field: Subject → Operator: Contains → Value: Webpage View

    • Click Done.

Step 2: Check for a Previous Webpage View Within X Days

  1. Click + and select Get Records to find previous tasks.

  2. Set Object: Task.

  3. Filter Conditions:

    • Field: Subject → Operator: Contains → Value: Webpage View

    • WhoId (for Contacts) or WhatId (for Accounts) = {!$Record.WhoId} / {!$Record.WhatId} (Ensures we are looking at the same person or company.)

    • Created Date = "Last X days" → Use:

      • CreatedDate >= TODAY() - X (Replace "X" with the number of days required).

    • Sort by: CreatedDate DESC (So we get the most recent task first.)

    • Limit: 1 (To check only the most recent previous Webpage View.)

  4. Click Done.

Step 3: Add a Decision Element to Check If a Repeat Visit Exists

  1. Click + and select Decision.

  2. Label: "Is this a repeat visitor?"

  3. Create Two Outcomes:

    • Yes (Repeat Visitor Found) → If the Get Records step returned a task

    • No (First Visit or No Recent Visit) → If no task was found

  4. Click Done.

Step 4: Take Action for Repeat Visitors

For the "Yes (Repeat Visitor Found)" path, you can:

  • Notify a Sales Rep → Create an Email Alert.

  • Mark the Contact or Account as a Repeat Visitor → Update a field.

  • Create a Follow-Up Task → Assign the visitor to a rep for outreach.

For the "No (First Visit)" path, you can just let the Flow end.

Step 5: Save & Activate the Flow

  1. Click Save, name the Flow (e.g., "Detect Repeat Website Visitors").

  2. Click Activate.

Website Visitor Notifications for Account Owners

To set up a notification for an Account Owner when a "Webpage View" is created in an Account that they own, follow these steps:

Step 1: Create a Record-Triggered Flow

  1. Go to Setup → Search for Flows → Click New Flow.

  2. Select Record-Triggered Flow and click Create.

  3. Set the Trigger Conditions:

    • Object: Task

    • Trigger When: A record is created

    • Entry Conditions:

      • Field: Subject → Operator: Equals → Value: Webpage View

  4. Click Done.

Step 2: Get the Contact’s Account & Owner

  1. Click + → Select Get Records.

  2. Label: "Get Related Contact"

  3. Object: Contact

  4. Filter Conditions:

    • Id = {!$Record.WhoId} (This links the Task to the Contact)

  5. Store Field Values:

    • AccountId → Stores the Contact’s related Account.

  6. Click Done.

Get the Account Owner

  1. Click + → Select Get Records again.

  2. Label: "Get Account Owner"

  3. Object: Account

  4. Filter Conditions:

    • Id = {!Get Related Contact.AccountId}

  5. Store Field Values:

    • OwnerId → This is the Account Owner.

  6. Click Done.

Step 3: Send an Email Alert to the Account Owner

  1. Click + → Select Action.

  2. Search for: "Send Email" → Select "Send Email Alert".

  3. Label: "Notify Account Owner of Webpage View"

  4. Email Alert: If you already have an email template for this, select it. If not:

    • Go to Setup → Search for Email Alerts → Click New Email Alert.

    • Create an alert using Account Owner as the recipient.

  5. Recipient: {!Get Account Owner.OwnerId}

  6. Subject: "A Contact in Your Account Visited the Website"

  7. Email Body:

    A Contact from your Account just visited a webpage.

    Contact Name: {!$Record.WhoId}
    Account Name: {!Get Related Contact.AccountId}

  8. Click Done.

Step 4: Save & Activate

  1. Click Save, name it "Alert Sales Rep for Webpage View".

  2. Click Activate.

Related Articles
Playbook: Using HubSpot CRM with RB2B
Getting the Most out of RB2B's Salesforce CRM Integration
How RB2B's Salesforce CRM Integration Works
Salesforce CRM FAQs
How to Add "RB2B" to Lead Source and Account Source Picklists in Salesforce
Did this answer your question?