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Salesforce Destination
Salesforce Destination
Updated over a month ago

Export your Sona Audiences data to Salesforce using Destinations to automatically update your CRM records with new high-quality leads and accounts.

If you haven’t connected Sona to your Salesforce account, click Connectors on the main menu to integrate Salesforce with Sona.

Once you’ve set up a Salesforce Connector, you can add it as a destination.

  • Add a destination name.

  • Enter a number (in seconds) for the Sync Frequency.

  • Choose a source audience report under Origin, then select your Salesforce account under Destination.

  • Select the target Salesforce Entity you wish to update.

  • Choose Add/Update to add new contacts and update existing CRM contact profiles, or Update only if you just want to update your existing Salesforce records.

  • Select a column in the source report, then select a matching attribute in the Salesforce Field.

  • Click +Add to create more data mapping rules.

  • Click the - sign to remove the attribute from the list

  • Click Save to create the new destination, or Cancel to exit without saving and go back to the Destinations page.

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