Salesforce Properties Setup

This topic will cover how to set up the properties in Salesforce that will be updated by the Audience Insights Salesforce publish integration.

Overview

This publish integration updates the Contact object in Salesforce. What Audience Insights calls properties are referred to as fields by Salesforce.

The Audience Insights publish integration will send values to Salesforce as custom fields. These custom fields must first be created in Salesforce. Only the fields that exist in Salesforce can be set and updated. This allows customers to limit fields to only ones that they use.

Requirements

Salesforce account
The Salesforce user must have permissions to edit the Contact object in the Object Manager

Supported fields

Below are the fields supported by the Brightcove integration.

Label	Internal Name	Field Type
Days Since Last Video View	dayssincelastengagement_v1_0_0	Number
Devices Used (Last 3 Months)	devicesusedlastthreemonths_v1_0_0	Single-line text
Email Hash (MD5)	emailhashmd5_v1_0_0	Single-line text
Email Hash (SHA2)	emailhashsha2_v1_0_0	Single-line text
Engagement Status	engagementStatus_v1_0_0	Single-line text
Fan of Series	fanofseries_v1_0_0	Single-line text
Hours Viewed (Last 3 Months)	hoursviewedlastthreemonths_v1_0_0	Number
Involuntary Cancellations	involuntarycancellations_v1_0_0	Number
Is Reconnect	isreconnect_v1_0_0	Single checkbox
Last Video View Date	lastviewdate_v1_0_0	Date picker
Primary Device Used (Last 3 Months)	primarydevicelastthreemonths_v1_0_0	Single-line text
Primary Device Used (Lifetime)	primarydevicelifetime_v1_0_0	Single-line text
Primary Viewing Location (Last 3 Months)	primaryviewinglocationlastthreemonths_v1_0_0	Single-line text
Primary Viewing Location (Lifetime)	primaryviewinglocationlifetime_v1_0_0	Single-line text
Series Sampled	seriessampled_v1_0_0	Single-line text
Customer ID	customerid_v1_0_0	Single-line text
Subscription Channel	channel_v1_0_0	Single-line text
Subscription Currency	unitpricecurrency_v1_0_0	Single-line text
Subscription End Date	activeenddate_v1_0_0	Date picker
Subscription ID	subscriptionid_v1_0_0	Single-line text
Subscriber Lifetime Value	totalpayments_v1_0_0	Number
Subscription Product	productname_v1_0_0	Single-line text
Subscription Special Offer Used	usedspecialoffer_v1_0_0	Single checkbox
Subscription Start Date	activestartdate_v1_0_0	Date picker
Subscription Trial Start Date	trialstartdate_v1_0_0	Date picker
Subscription Unit	subscriptionunit_v1_0_0	Single-line text
Subscription Unit Price	unitprice_v1_0_0	Number
Subscription Tenure (in Days)	tenure_v1_0_0	Number
Voluntary Cancellations	voluntarycancellations_v1_0_0	Number
Export Context	exportcontext_v1_0_0	Single-line text
Customer Subscription Count	customersubscriptioncount_v1_0_0	Number
Customer Tenure (in Days)	customertenure_v1_0_0	Number
Customer Voluntary Cancellation Count	customervoluntarycancellationcount_v1_0_0	Number
Most Recent Videos	mostrecentvideos_v1_0_0	Single line text
Most Recent Entertaining Videos	mostrecententertainingvideos_v1_0_0	Single line text
First Watched Videos	firstwatchedvideos_v1_0_0	Single line text
Top 3 Genres (Last 3 Months)	genretop3lastthreemonths_v1_0_0	Single line text
Top 3 Genres (Lifetime)	genretop3lifetime_v1_0_0	Single line text
Customer Hours Viewed	customerhoursviewed_v1_0_0	Number
Entertainment Index (Last 3 Months)	entertainmentindexlastthreemonths_v1_0_0	Number
Entertainment Index (Lifetime)	entertainmentindexlifetime_v1_0_0	Number
Segment Ids	segmentids_v1_0_0	Single line text
Segment Names	segmentnames_v1_0_0	Single line text

Create Custom Fields in Salesforce

Object Manager - Contacts

From the Salesforce dashboard, click the gear icon in the top right corner and navigate to the setup page:

Navigate to Setup

This will take you to the setup home page.
There will be a menu on the left hand side of the page. Under the Platform Tools section, expand Objects and Fields, and click on Object Manager:

Navigate to Object Manager
This will take you to a list of the Objects defined in the account. From this list, select Contact. This will take you to the Contact page of the Object Manager.
Click on Fields and Relationships in the menu on the left hand side:
The type should match what is specified in the supported fields document.
Navigate to Fields and Relationships
This will show a list of fields that have been configured for the Contact Object.

Add a new field

From the Fields and Relationships page, click the New button in the upper right. This will kick off a wizard to set up a new field. (See Supported fields above for the fields that can be configured for Video Cloud reports.)
For this example, we will set up the “Subscription Product” field.
Select a data type for the field:

Select Data Type

Note: the type should match what is specified in the supported fields table.
For the Subscription Product example, the data type is “Single-line text”. Select the text option and click the Next button.
Enter field details:
- Enter the field label and name, and optionally a description.
- The label can be any helpful label the user wants, but the name must exactly match the internal name from the Supported Fields Table. If it does not match, it will not be updated.
- For the Subscription Product example, the name will be “productname_v1_0_0”
Field Details
Establish field-level security - Set appropriate access levels for this field. This may vary depending on user requirements, but our recommendation is to make it visible most places:

Access Control
Add to page layouts - set where the field should appear.
Click Save to finish adding the field.
The new field should be visible in the Fields and Relationships page:

Sample Field Created

Note the the field name has a suffix of __c automatically added. That is how Salesforce denotes its custom fields and is expected.