Salesforce Interaction Studio
This integration is in beta
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.
Connect your Salesforce Interaction Studio account with Lexer
Salesforce Interaction Studio (SFIS) is a personalization tool, and is part of the Salesforce enterprise stack. It works with other tools such as Salesforce Marketing Cloud to drive your personalization and customer interaction use cases.
Connecting your SFIS account with Lexer will allow you to push your attribute and transaction data into SFIS, so you can personalize your SFMC campaigns.
Benefits of a Salesforce Interaction Studio integration
Integrating your SFIS account with Lexer provides a number of benefits, and these include:
- Improved campaign engagement through better personalization, especially for SFMC users.
- Personalized web stores and other assets using Lexer data to create rules for personalization.
- Support as a native integration.
Integration in a nutshell
Here's a summary of how SFIS integrates with Lexer:
Direction
What direction does the data flow?
⬜️ Data in: N/A — Lexer does not take data in from SFIS.
✅ Data out: Enriched customer segments ready for activation.
Type
Lexer’s integration with this product allows you to pull data into the hub from these sources.
✅ Personalization
Source method
How the system connects with Lexer.
N/A
Destination method
How Lexer connects with the system.
✅ File (SFTP)
Status
Is this integration live and working?
Full Release
Lexer product compatibility
What Lexer products is the integration compatible with?
✅ Activate
⬜️ Compare
⬜️ Listen
⬜️ Respond
⬜️ Segment
⬜️ Serve
⬜️ Track
Attributes
No attributes will be created as part of this integration.
Attributes
This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.
Attributes
What attributes are created when integrated with Lexer?
Attributes
These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.
Personal identification attributes
Email event attributes
SMS event attributes
Transactional attributes
Product attributes
How do I integrate my account?
Our Salesforce Interaction Studio integration uses SFTP (Secure File Transfer Protocol) to receive data. For more information on how this works, refer to this article here.
Please note that the SFTP is client hosted, so you may need help from your IT team or Salesforce Partner to assist with the setup, and provide the required SFTP details.
Once this has been completed your SFIS account is connected in Lexer and ready to use!
How do I activate to Salesforce Interaction Studio?
In the hub, navigate to Engage > Activate.
- Click New Activation.
- Select the appropriate account for this activation.
- Add your Segment; in this example we have added Active Customers. At the bottom of the page you can see the number of profiles in this segment.
- Complete the activations Settings section. Add an Activation Name (the activation name that you will find in the hub). Check the Ongoing Activation box if you want this activation to run daily, and check the Notify me box if you wish to be notified when it runs.
- Measurement will default to append audience name to activated profiles to track the Profiles in this activation. In most cases it is helpful to leave this ticked.
- Agree to the terms.
- Click Run Activation.
You're done!
Congratulations, your account should now be integrated and ready to activate in Lexer! We've gone through what SFIS is, the type of integration it is, its benefits, and how to integrate and activate it. There's a lot of steps to follow here and if you feel stuck or confused please don't hesitate to reach out to Lexer Support (support@lexer.io) if you need any help.