Import your team’s data on Salesforce into Marvin. Combine and analyze it with other research in Marvin to understand customers better.
How do I integrate my Salesforce and Marvin accounts?
On the Integrations page in Marvin, click “Connect” under the Salesforce icon.
You’ll be taken to a login screen where you need to enter your Salesforce credentials and grant access to Marvin.
The Salesforce integration will be activated for the entire team once connected. It only has to be set up once, and other team members will see it as “Connected” on the Integrations page.
What kinds of data can I import?
Marvin can import data from your Accounts, Contacts, and Leads sections on Salesforce. To get started, create or use a list that contains all the data you want to import. You can choose if you want to import Contacts, Leads or both from that list.
Decide if you want to sync any changes between Salesforce and Marvin. We highly recommend that you create new participants in Marvin if they are created in Salesforce.
This will help you make sure you always use the most updated data while running analysis in Marvin.
We do not recommend that you delete participants from Marvin when deleted in Salesforce, as you may still want to compare data at a later stage. We only recommend turning this setting on in case you need to periodically delete customer and participant data to comply with data security guidelines.
How do I sync data between Salesforce and Marvin?
To sync data correctly, you need to map a field in Salesforce to a field in Marvin. The email and name fields are synced by default.
You can link one Salesforce field to only one Marvin field. Data from a single Salesforce field cannot populate multiple fields in Marvin.
This is to avoid duplication of data in Marvin. For example, if a lead converts to a contact, this makes sure that you won’t have two entries for the same customer in Marvin.
However, you can send information from multiple Salesforce fields into one field in Marvin. You may need to do this when multiple fields together provide the required information.
Finally, choose which data source should be considered the source of truth in case the two accounts have different data. Decide this based on the platform you’ll use to keep the most updated participant information.
Deleting information
If you delete a row or column, only the participant data is deleted. You’ll still be able to access Ask AI answers, Deep Research, etc. on the data.
The first time you import information, it may take a while due to the size of the import. We’ll send you an email confirmation when it is complete, but just for this first import.
Once a day, Marvin will automatically update the data. If you need to refresh the data at any point, you can trigger the import manually from the Research Panel.
FAQs
Q. Is this a two-way integration? Can I send data from Marvin to Salesforce?
A. At the moment, you can only send data from Salesforce to Marvin.
Q. Can I map one field in Salesforce to multiple fields in Marvin?
A. No, you can map only a field in Salesforce to only one field in Marvin. This helps you avoid duplication of data in Marvin.
However, you can map more multiple Saleforce fields to a single field in Marvin. You may need to do this when multiple fields together provide the required information.
Q. Does data sync and update automatically between both apps?
A. Yes, Marvin automatically updates data from Salesforce once a day. You can also manually refresh the data at any point from the Research Panel.