Associating Demo Views to Salesforce Entities

When integrating Walnut with Salesforce, demo sessions will automatically sync into your Salesforce Accounts, Contacts, and Opportunities. 

Associating Demo Views to SF objects

Demo views are pushed into your Salesforce entities only when a demo session is identified, or when a demo was connected to an opportunity upon creation. 

The algorithm first checks to see if the demo viewer's email was collected when viewing the Walnut demo. From there the process goes as followed:

• If the email was collected, it scans Salesforce for an identical contact. 
  • If an identical contact is found in Salesforce, Walnut then checks to see if the contact is connected to one or more opportunities.
    • If the contact is connected to only one opportunity, the demo data will be pushed to the contact and opportunity objects. 
    • If the contact is connected to more than one opportunity, the demo data will be pushed to the account and contact objects. 
    • If the contact is not connected directly to an opportunity, Walnut will be look for other opportunities in the account.
• If the email was collected, but no identical contact was found in Salesforce, Walnut will try to find a similar contact (ie - another email address with the same domain)
  • If Walnut finds similarity in another contact or account, the demo data will be pushed into the Account object.  
  • If no similarity is found, we will search for a lead with this email address. In case found, we will push the demo activity to the lead entity
    .
• If no email was collected when the demo was viewed, Walnut will check to see if the demo was manually connected to an opportunity when it was created.
  • If this is found to be true, the demo view data will be associated and pushed back to the opportunity object. 

Important to Note 📝

• If the demo viewer's email is collected, and the demo was manually connected to a specific opportunity upon creation, Walnut will always push the demo session data to that opportunity.
• You can always disable this capability so that no demo data is pushed automatically. Disable the Demo-to-Deal sync through the integrations tab within the Walnut Platform.
• Disclaimer: Our system does not match or attempt to associate sessions with non-work email domains. For example, if a demo viewer uses an email address such as 'name@gmail.com,' our algorithm will not match these sessions to Salesforce opportunities."

• You can test the connection by following these steps:
  1. Enter Salesforce and create a new lead or find a lead that does not belong to an account
  2. Navigate to Walnut
  3. Choose a Demo with an Email Gate
  4. View the Demo Fully
  5. Return to Salesforce to verify that the task has been created at the lead level