Integrate with Salesforce

Sync with Salesforce to personalize experiences and gain deeper insights into your visitors.

Integrating Salesforce with Optimize lets you personalize your site based on company-level data. You can see which accounts are visiting, tailor content using attributes like company size or industry, and get clearer insights into account engagement. With outbound links, you can go even deeper — honing your targeting and insights down to the individual.

How to import Salesforce data

You'll need to sign in to Salesforce as an Admin or as a user with these required permissions. You can then import up to 20 fields per table (e.g., Account, Opportunity, Contact, or Lead).

Open your Optimize site in Webflow, then:

1. Click Account settings in the Navigation panel
2. Go to Salesforce
3. Click Sign in to Salesforce
4. Approve the Salesforce permissions request to enable data import
5. Click Import under a table you want to import
6. Choose the fields to import (up to 20)
7. Click Save

What Optimize writes to Salesforce

When you sign in to Salesforce, you’ll see a notice that Optimize can write data. Optimize only writes the following fields to the corresponding Salesforce object (i.e., Contact or Lead) when a sync occurs:

• One record identifier — Intellimize_Record_Id__c is written to sync data
• Per outbound link — a new field for each outbound link you create is written

Syncing occurs on the following schedule:

• First-time sync — automatically triggered when you first integrate with Salesforce
• Ongoing sync — runs once daily
• Manual sync — you can trigger an on-demand sync from Account Settings > Salesforce > Sync now

Login has expired error

Salesforce occasionally requires authorized connections to reauthenticate — this is a standard security measure. If you see the “Login has expired” message, sign back in using a Salesforce admin account.

Put your Salesforce data to work

Once Optimize finishes importing your Salesforce fields, here are a few ways to make the most of them:

• Generate and send outbound links — unlock individual-level targeting and analytics
• Create rules-based audiences — target experiences using Salesforce data
• Use filters to refine results — drill down into optimization performance by Salesforce attributes

Required Salesforce profile permissions

These are the minimum permissions required to integrate Optimize with Salesforce. You'll need to create a profile with these permissions and then assign the profile to a user, who will sign in during the integration process.