With our SFDC integration, you can enable a 2-way sync between Evergrowth and your CRM.

This allows for the Accounts, Contacts, Research, and Plays created in Evergrowth to enrich the CRM data viewed by your Customer-Facing teams.

It also gives your users access to Evergrowth Agents and Workflows without having to leave their system of choice!

Part 1 - Installing Evergrowth Access for Salesforce

This step is necessary to grant Evergrowth the authorization to push Account/Contact/Lead data to your Salesforce account.

It also adds in views where Salesforce users can access Evergrowth research insights and even launch Agents & workflows!

Notice Regarding Testing

If you first need to install Evergrowth for a Sandbox so you can test before setting up your live system, use this package URL

Step 1) Log into your Salesforce account in browser

Step 2) Head to this link to install the Evergrowth package

This package contains:

Evergrowth ID fields for Accounts/Contacts/Leads
Visualforce Pages & Lightning Pages
The necessary permissions sets that the integration will leverage

Part 2 - Activating your Evergrowth Views

Creating the Evergrowth Views

Step 1) In Salesforce, open up an Account, Contact or Lead

Step 2) Click Edit Page

Step 3) Open the Lightning App Builder>Page that is used by your team to add embedded view for evergrowth

Step 4) Add a new tab for your Evergrowth views

Step 5) Drag & drop a Visualforce Component into your new tab

Pro Tip: In the Visualforce Page Name searchbar, type "Evergrowth" to quickly display the available Account/Contact/Lead views

Step 6) After selecting your view, change the Height to 880 pixels, then hit Save

🔄 You can now repeat steps 1-6 for each record type (Account/Contact/Lead) where you wish to add an Evergrowth view

If you are using "Leads"

You can repeat the same process as for Accounts & Contacts views...

But after creating the Evergrowth Tab, add sub-tabs for both Account and Contact inside, then add Visualforce pages to each tab accordingly:

Assigning your Evergrowth Views to Users

User Access Note

The below settings allow you to leverage filters so Evergrowth tabs are only visible only for selected users (and thus hidden from all others)

See the permission labelled below as "Evergrowth Integration Access"

Step 1) Go to Open Setup > Home > Permission Set

Step 2) Click to open Evergrowth Integration Permission Set

Step 3) Click Manage Assignments

Step 4) Add the user sets who should have access to these new views

Part 3 - Setting up your Evergrowth Connection

Creating the Connection

Step 1) In Evergrowth, head to Integrations ➡️ Salesforce, then click Continue

Step 2) In the pop-out window, enter your Salesforce Subdomain, then click Connect

Find your subdomain by opening Salesforce and copying this part of the URL:

Connecting your Fields

Prep: Creating fields in Salesforce

For any field, data, or agent-output you wish to pass to your CRM, you should create a field first.

Inside Salesforce Setup, open Account or/and Contact object in “Object manager” to create additional fields, if needed:

Note: Your team (or our Evergrowth team) can create these additional fields for you while performing your CRM ↔️ Evergrowth Field Mapping

Step 1) Within Integrations ➡️ Salesforce, navigate between the Accounts & Contacts tabs to map fields for each record type
Step 2) Alongside an Evergrowth field you wish to connect to Salesforce, click the pencil icon to edit:

Step 3) Within the pop-out view, select the Salesforce field to connect (and optionally set a custom Sync Direction)

Step 4) Click Assign to save

Repeat steps 2 - 4 until all the research, contact details, plays etc that you wish to sync between Evergrowth and Salesforce have been connected

Fields marked "Required" MUST be assigned for the Integration to be completed.

You should ensure the 2 core identifiers are connected like this:

Evergrowth: Account Unique ID is mapped to Salesforce:EG-ACC-ID
Evergrowth:Contact Unique ID is mapped to Salesforce:EG-CON-ID

Mapping Lead Fields

If you are using Leads in Salesforce, you'll also need to go to:

Object Manager ➡️ Lead ➡️ Fields & Relationships ➡️ Map Lead fields

This will allow you to take the Account/Contact fields you have configured in the previous step and push them to leads

Field Examples & Suggestions

The below doc lists the field we typically map between Evergrowth and Salesforce

For those you want to connect, ensure they are created in your Salesforce data model using the provided data types:

Field Mapping Specifications 🔗

Part 4 - Customizing your Integration

Selecting the Sync direction

"Sync direction" defines how data moves between Evergrowth and your CRM for mapped fields.

Evergrowth ↔ CRM: Data syncs both ways. Changes in either system update the other.
Evergrowth ← CRM: Data syncs only from the CRM to Evergrowth. The CRM is the source of truth.
Evergrowth → CRM: Data syncs only from Evergrowth to the CRM. Evergrowth is the source of truth.

Global vs. Field-specific Sync Direction

The global sync direction sets the default data flow for the entire record type.

(i.e. Accounts can have a different default global sync direction to Contacts)

NB. You can set the sync direction for individual fields, but only if the global setting allows it.

If a direction is blocked globally, fields cannot override it.

For Example, let's assume your global sync direction for Accounts is:
• Evergrowth ← CRM

Here you will not be able to configure any fields to have the sync direction of:

• Evergrowth → CRM

• Evergrowth ↔ CRM

Configuring Outbound filters

Outbound filters let you define conditions that control which Accounts and Contacts are synced from Evergrowth to your CRM.

Only records that meet these conditions will be included in the sync.

Step 1) While in Integrations ➡️ Salesforce, alongside Outbound filters, click Manage

Step 2) Assign your rule/s for which Evergrowth Accounts should be valid to sync to your CRM

Note that you can use AND as well as OR for the conditions logic

Step 3) Hit Save to store your new filter criteria

You should configure Outbound Filters for both Accounts and for Contacts

Do this by switching tabs before you click Manage:

Recommended Filters

Standard Best Practice

Below are the simplest filters we recommend for records you push to Salesforce:

For Accounts: ICP = Yes
For Contacts: IBP = Yes

Advanced Examples

You can also expand these filters to be more selective about the records & data-quality that Evergrowth pushes to your CRM.

Account Example
The below filter will only push Accounts where Evergrowth has successfully found a Contact (or where contacts already existed):

Contacts Example
The below filter will only push new contacts if they have Safe to Send Email Addresses or a Phone Number populated:

Setting a default CRM Sync Workflow

When records are pushed from Salesforce to Evergrowth, you can configure an Evergrowth workflow which launches automatically, immediately passing those Salesforce records to your Evergrowth Agents to work with:

Step 1) In Evergrowth, go to Automations ➡️ Workflows

Step 2) Click ☑️ Set Default Workflows

Step 3) Under "CRM Sync" for Accounts & Contacts, select the Evergrowth workflow you wish to automatically launch

Coming Soon 👀

Soon, you'll be able to specify different workflows for CRM sync based on records being created in your CRM (e.g. for new inbound leads) vs updated in your CRM (e.g. after being flagged for dormant recycling)

Part 5 - Enabling & Bulk-Synchronization

Once your Integration is fully configured, it's time to get both your CRM and Evergrowth data sets in sync.

Step 1) First, to get both systems aligned, you can launch initial sync to create relationships between Evergrowth and your CRM by clicking Sync ➡️ Initial

For a simpler initial sync (if you only want to create the relationship between Evergrowth and your CRM without creating or updating any records) leave the below options unchecked and click Launch:

NB. Depending on the size of your CRM repository, this task may take a while to finish

Step 2) Once this is completed, you can enable the integration, so the systems will stay in sync going forward:

You must do this for both Accounts and Contacts on their respective tabs

Assessing Leads During Sync to Avoid Duplication

When you import new records (either from csv bulk imports, LinkedIn Chrome Extension, or from the Linkedin/Crunchbase Company Navigator), Evergrowth will follow a set of rules to decide if your Accounts/Contacts should create new records in your Salesforce account, or match these with records you already had, then link & update those existing records.

The below chart explains the decision process Evergrowth will follow when deciding whether records it sync with Salesforce should Create or Update

Lead Sync Decision Flowchart

For more information on how Evergrowth itself handles potential duplicates, see the below article:
📖 Duplicate records in Evergrowth

Troubleshooting

If you have set up fields incorrectly, Evergrowth will display these issues for you to remedy in the below places:

Logs: for individual record success/error information
Sync History: For overviews of tasks where many records sync between Evergrowth and Salesforce
- Clicking the magnifying icon reveals the status, number of records sync'd and any records which failed to sync:

To find and investigate these issues, open one of these tabs to find the Validation errors to see where the issue lies and how you can fix it:

Usually the error messages will be simple explanations that require a simple fix!

For example, changing field types, updating dropdown options so that both Evergrowth & Salesforce have compatible values, or clearing up duplicates

Salesforce Integration