How to Integrate Salesforce with Skillibrium

Integrate Salesforce.com with Skillibrium

Skillibrium’s user-friendly platform enhances the effectiveness of CRM data, making it usable, actionable, and trusted in the daily work of the Go-To-Market team. By leveraging AI enrichment, users can save time and avoid the need for manual data creation, resulting in significant time savings.

Currently, Skillibrium users can establish and maintain a SFDC connection with Skillibrium. Skillibrium partners with Merge.dev which enables seamless integration of salesforce.com with Skillibrium. Click this guide from Merge to connect your Salesforce account before integrating it with Skillibrium as shown below. In addition, Skillibrium has an add-on integration component. 

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We recommend that admins reach out to Skillibrium's support team before establishing a connection between salesforce.com and the organization's Skillibrium production environment. Our support team will be happy to provision your integration team with admin access for testing out the user journeys and to ensure data is flowing properly from the organization's SFDC account to Skillibrium.

The following data fields from the customer's SFDC entity will be displayed as read-only fields in Skillibrium. An automatic job timer will sync the data every hour, with potential variations based on the volume of data. Skillibrium pulls these Standard fields from Salesforce. If you have modified any of these Standard fields or added your own Custom fields as a replacement for these Standard fields, please let the Skillibrium team know both the API Field Name and the Field Label so we can confirm these fields can be mapped.
  1. Account
    1. account type 
    2. addresses
    3. contacts
    4. description
    5. id
    6. industry
    7. name
    8. number_of_employees
    9. owner
    10. opportunities
    11. phone_numbers
    12. website
  2. Opportunity
    1. account_id
    2. amount
    3. currency
    4. created_at
    5. close_date
    6. description
    7. id
    8. name
    9. owner
    10. stage
    11. status
    12. forecast category
    13. next steps
  3. Stages
    1. name
  4. Contact
    1. account_id
    2. addresses
    3. business_unit
    4. first_name
    5. email_address
    6. last_name
    7. phone_numbers
Follow the steps below to establish salesforce.com connection with Skillibrium:
  1. Click the user profile on the top right corner of the screen.   

      

  2. Click Company Settings.

      

  3. Select Integrations.



  4. Under CRM, click VIEW ALL .

         

  5. In the pop up window, select Salesforce as your preferred integration option. 

           

  6. In the next pop up window, select Use my Salesforce credentials (recommended).

          

  7. Click Next.
  8. Click Continue.
  9. Enter your Salesforce subdomain.

         

  10. Click Submit.
  11. Complete the authorization by logging in to your Salesforce account. 
  12. Click Finish setup. You will see Salesforce listed under Your Integrations.

         
  13. Once this connection is established, be sure to reach out to the Skillibrium support team to configure the add-on component. 
With an established connection with your Salesforce account, you can have a seamless experience updating your accounts, opportunities, contacts and stages.