RB2B's "Salesforce CRM" integration is only available to trialing and RB2B Pro subscribers.
Before You Begin
Updating Object Permissions
Before integrating RB2B with Salesforce, ensure the correct object permissions are set. This allows RB2B to create and update records smoothly, preventing issues caused by insufficient access rights.
Required Object Permissions
RB2B requires write access to the following Salesforce objects and fields:
Contact Object
Title – Captures the individual’s job title, crucial for lead qualification and sales outreach.
LeadSource – Tracks how the contact was acquired, helping measure RB2B’s impact on lead generation.
Account Object
Description – Provides space for company details such as industry, size, or key business notes.
Enabling Field-Level Security on Contact and Account Objects
Log into Salesforce: Start by logging into your Salesforce account.
Navigate to Setup:
In the top right corner, click the gear icon and select Setup.
Find and Modify Profile Permissions:
In the Quick Find search box, type Profiles.
Under Manage Users, click Profiles to view all profiles in your Salesforce organization.
Select the Profile to Modify:
Choose the Minimum Access - API Only Integrations profile.
Modify Object Settings:
In the profile settings page, scroll down to the Field-Level Security or Object Settings section.
Click on Object Settings (depending on your Salesforce version) and look for Contact and Account objects.
Update Permissions for Each Object:
For the Contact object, ensure that the Title and LeadSource fields have Read-Write access.
For the Account object, ensure that the Description field has Read-Write access.
Save Your Changes: After setting the necessary permissions, make sure to save the changes.
Enabling Field-Level Security on Tasks
RB2B logs webpage activity and engagement events in Salesforce as Tasks. To ensure visibility, configure Field-Level Security (FLS) for relevant Task fields.
Steps to Enable Field-Level Security:
Go to Setup: Click the Gear icon in the upper-right corner and select Setup.
Navigate to Task Object:
In the left-hand search bar, type Object Manager and click it.
Find and select Task from the object list.
Go to Fields & Relationships: Click Fields & Relationships in the left sidebar.
Choose the Field: Locate the relevant Task Fields and open their details.
Set Field-Level Security:
Click Set Field-Level Security.
Ensure all options in the Visible column are checked.
Save Changes: Click Save to apply your settings.
Connecting RB2B to Salesforce
To initiate your Salesforce CRM integration, navigate to Integrations from the sidebar menu. Locate and select Salesforce CRM among the integration options or visit https://app.rb2b.com/integrations/salesforce_crm
Step 1: Sign Into Salesforce
Once on the Salesforce CRM page, click "Connect to Salesforce" to begin the setup process.
If you are not currently signed into Salesforce, you will be prompted to create a new Salesforce account or sign in to your existing Salesforce account.
⚠️ 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.
Step 2: Connect App
Review RB2B's required access to your Salesforce account and continue connecting if you agree by clicking "Allow" at the bottom of the page.
With RB2B, your CRM data will be synchronized to help you stay informed about prospect visits. Rest assured, your CRM data is securely siloed per account and will never be shared or resold to others.
Step 3: Get the Salesforce CRM Playbook
Now that you have connected RB2B to Salesforce, the next step is to get the most out of the data that RB2B will be sending to Salesforce. Our Salesforce CRM playbook has all of the information that you need to hit the ground running with RB2B's Salesforce CRM integration.
Step 4: Review and Customize Your Integration
Customize your Salesforce CRM settings to meet your use case.
Step 5: Invite Colleagues to RB2B
During the integration connection process RB2B pulls a list of your colleagues who have accounts in your Salesforce instance. These users can be found in the "Salesforce CRM Users" section of the Salesforce integration page.
To invite them to your company's RB2B account, simply click the "Invite to RB2B" button to the right of their name. Once they have an RB2B user set up, the invite button will disappear their status as an "RB2B User" will be displayed in its place.
RB2B does not automatically update the list of Salesforce users if users are added/removed from your Salesforce instance. To pull an updated list, click the "Refresh" button at the top right of the "Salesforce CRM Users" section.