Salesforce

Walnut for Salesforce is a managed package app that integrates your Walnut demo data into your Salesforce account. Once the package is installed, any tracked demo session will be pushed to the relevant Salesforce accounts, opportunities and contacts as a custom object.

Measure Walnut's impact on sales by creating customized reports involving the demo data, or utilize our ready to use reports and dashboards. You'll be able to access demo session details directly from the relevant account, opportunity and contact.

Please note:

• To set up this integration you must have be a Walnut Admin, and have an available Salesforce user with access to the Sales Console, view access for all opportunities, and write permissions.

• To enjoy the Walnut <> Salesforce integration, it is required to install the official Walnut app for SF and to have authentication via OAuth.

Integrating Salesforce

Enter the tab in Walnut and press Learn more next to Salesforce.

Hit connect to start the integration set up. 

Start by Creating a new authentication. You can authenticate a sandbox or production environment. However note that the Sandbox environment can only be used if your company has access to it. Walnut does not provide a sandbox environment.

The name chosen for your authentication will not be shown externally. Hit finish to continue the process.

Next, approve the requested permissions and the integration will be successfully set up on Walnut's side. 

You'll then need to open the Salesforce app exchange link provided in the app to start the package installation. From there select Install For All Users and click Install.

Approve the 3rd-party access request by checking the box and clicking Continue

Once the installation is complete a success message will appear. You will also receive an confirmation email from both Salesforce and Walnut.

Any engagement with demos from the moment the integration is complete will be pushed to the relevant Salesforce entity. Be sure to set up Walnut’s custom object to appear in Accounts, Opportunities and Contacts pages.

You can disable the integration at any time by using the toggle button within Walnut.

Again, once you’ve enabled the integration, it will be available for all Walnut users in your organization! Any user that can create a demo will be able to connect it to a specific opportunity in Salesforce.

Important To Note 📝

• Key benefits of integrating Walnut and HubSpot include:

  • Viewing demos and engagement data per opportunity to get a fuller picture of your deal progress.

  • Matching Walnut demos to your customer lifecycles, and direct sellers when to use each demo.

  • Locating demo in your Walnut Demo Library by using your CRM data.
    
    

• The opportunities you’ll be able to see are depending on the Salesforce user that will be used for the authentication. Any opportunity available for this user will also become available for you in Walnut.
  
  
• Creating new opportunities, contacts, or accounts is done exclusively from Salesforce. 
  
  
• Walnut maps conversations and Salesforce objects by matching the email or domain to the Salesforce contact or account entities. 
• Walnut will make API calls in 2 events. These calls will then be translated into forwarded API calls to Salesforce:
  • When fetching the opportunity list to associate an opportunity with a demo {{Check API usage}},{{Fetch Opportunities}}, {{Fetch Accounts}}, {{Fetch Users}}
  • When updating the demo following user interaction {{Check API usage}}, {{Send activity}}
    **We will notify you if your API is reaching 75% of the limit, as well as if the API access is disabled. These checks occur via the check API. If we don’t get a 200 response, or if the response contains a usage % 75 then we will return the error.
    
    
• To track Walnut demo’s engagement in Salesforce, we are processing the following data:
  • Opportunity ID, Opportunity name, Opportunity stage, Deal owner, Account name, Inserted at, Updated at

Walnut uses a 3rd-party to enable the integration with Salesforce. Walnut may change and add new tools in the future. Contact support@walnut.io for more information.