The Folloze Account Engagement Score integration with Salesforce allows you to leverage valuable engagement insights across your sales and marketing platforms. This feature enables you to:

• Track account engagement scores directly in Salesforce 
• Trigger automated SFDC workflows based on engagement levels
• Analyze engagement trends over time

Integration Benefits

• Enhanced visibility: View engagement scores alongside other account data in Salesforce
• Improved workflows: Trigger automated actions based on engagement levels
• Better insights: Analyze engagement trends over time

What is the Folloze Account Engagement Score?

The Folloze Account Engagement Score measures the level of engagement from accounts interacting with your Folloze boards. The scores are categorized into four levels:

• Initial: Accounts with minimal engagement
• Growing: Accounts showing increasing engagement
• Active: Accounts with consistent engagement
• Surging: Accounts demonstrating high levels of engagement

Accounts that previously had engagement scores but have stopped interacting with your Folloze boards will be marked as "Disengaged". This allows you to identify accounts that may need re-engagement efforts. If a disengaged account begins engaging with your boards again and meets the criteria for scoring, the system will automatically update the Salesforce field with the appropriate engagement score. 

Learn more about Folloze Account Engagement Scores here. 

Setup Integration in Salesforce 

Step 1: Create Custom Fields in Salesforce (Salesforce Admin)

1. Log into your Salesforce instance as an administrator.
2. Go to Setup > Object Manager > Account.
3. In the left sidebar, select Fields & Relationships.
4. Click New to create each of the following custom fields:
5. Create Field 1: Folloze Engagement Score
   1.  Field Label: Folloze engagement score
   2. Field Name: folloze_engagement_score__c
   3. Field Type: Text 

 

6. Create Field 2: Folloze Engagement Score Last Updated
7. 1. Field Label: Folloze engagement score last update
   2. Field Name: Folloze_engagement_score_last_update__c
   3. Field Type: Date/Time

  

7. Create Field 3: Folloze Account Domain
8. 1. Field Label: Folloze Account Domain
   2. Field Name: Folloze_Account_Domain__c
   3. Field Type: Formula (Text)
   4. Formula: Copy from here:
      

      https://folloze-documentation.s3.us-east-1.amazonaws.com/Account-Engagement-Score-Salesforce-Formula.txt

7. Add these fields to your Account page layouts:
   1. Go to Object Manager > Account > Page Layouts.
   2. Edit each layout where you want the fields to appear.
   3. Drag the new fields from the Fields panel to the desired location.
   4. Save the layout.

Step 2: Map Fields in Folloze Company Admin

1. Log into your Folloze account.
2. Go to Company Admin > Integrations > Salesforce Integration.
3. In the field mapping section, locate the following mappings:
   1. Map Folloze Engagement Score to folloze_engagement_score__c
   2. Map Folloze Engagement Score Last Updated to Folloze_engagement_score_last_update__c
   3. Map Folloze Account Domain to your selected SFDC account domain field. By default, this will use the formula field created in Step 1.
4. Click Save to confirm your mappings. 
    

Step 3: Verify the Integration

1. Wait for the daily sync to occur (scores are updated daily).
2. Check a few accounts in Salesforce to verify that:

• • The Folloze Engagement Score field displays the correct values.
  • The Last Updated timestamp is current.
  • The domain mapping is correctly identifying accounts.

Important: Account Matching Process

Please note that the Folloze-Salesforce integration does not create new accounts in your Salesforce instance. This integration is designed to match existing Folloze accounts with existing Salesforce accounts using domain information, and then update the engagement score data accordingly.

The system will:

• Search for matching accounts in Salesforce based on domain information
• Update engagement scores for matched accounts only
• Skip any Folloze accounts that do not have corresponding matches in Salesforce

If you notice that certain accounts in Folloze are not appearing with engagement scores in Salesforce, please verify that these accounts exist in your Salesforce instance and that the domain information matches correctly.

For optimal results, ensure your Salesforce account records contain accurate website domain information that corresponds to the domains tracked in your Folloze account.

Viewing Integration Logs

To view the status of your SFDC integration:

1. Log into Folloze as a Company Admin. 
2. Go to Company Admin > Integrations > Salesforce.
3. Download the score logs CSV file to review each account’s status - Folloze Account ID, Folloze Account Domain, Last Update Date, Update Status(Success/Failure), Error Message.

Additional Information 

• Engagement scores are calculated daily based on account activity across all your Folloze boards.
• Only accounts with changes in engagement scores will be updated to minimize API calls. 
• The integration respects your Salesforce API limits.