The Salesforce integration lets you connect Ocean.io directly to your CRM. You can import and export prospects, along with company and contact details, and let Ocean.io analyze your CRM data to help you explore your ICP (Ideal Customer Profile).
Here’s a step-by-step guide to getting started:
1. Start the setup
Go to Settings → Integrations
Click Connect to start the Salesforce setup
2. Give permissions
2. Give permissions
Click Connect Salesforce and complete the Salesforce permissions form
To export/import prospects, Ocean.io requires full access to your Salesforce account
Read more about required access in our CRM Data Processing FAQ
Note: This integration works with Salesforce Enterprise, Unlimited, Developer, and Performance editions. Check your Salesforce version if unsure.
Note: This feature is compatible with Salesforce Enterprise, Unlimited, Developer, and Performance editions.
To verify your edition, check which version of Salesforce your company is using.
3. Mapping company fields
Map Salesforce Accounts to Ocean.io fields to ensure data goes to the correct place
Fields on the left are from Ocean.io, fields on the right are from Salesforce
If a Salesforce field isn’t selected, it will be ignored
Create a new property
You can create a new Salesforce property during this step by selecting Create custom property
Afterward, give Ocean.io permission to edit this property in Salesforce settings
Default export value
Assign a default value (e.g., “Ocean.io”) to each exported company
Scroll to Default export value → + Add now
Select a text field property to store this value
Customizable export value
Use this if you want a value that changes per export
Select a property that will receive your custom value when exporting
4. Mapping people fields
In the next step, perform the very same actions for the Contacts in your Salesforce. You know the drill!
5. Deals
This step defines the default export settings for Leads in Salesforce. You can still modify these settings later during the actual export process. If you switch this export setting on, it means that it will create a Lead, but NOT an account/contact. Due to Salesforce's automated duplication prevention, you can't create them both simultaneously.
6. Sales funnel mapping
In this step, map your won- and lost stages. This will have an impact on the data in your search results, as well as the data in your ICP explorer in which your won- and lost opportunities are analyzed to present you with an accurate segmentation.
It is recommended that you map at least one Opportunity and one Lead stage each as Won and Lost.
7. User matching
Almost there! In the last step, you can choose which user(s) in Salesforce exported deals should be assigned to, for each user in Ocean.io.
8. Permission for auto updates
This step must be done in Salesforce settings
Enable Accounts, Contacts, Leads, and Opportunities under Change Data Capture
This allows Ocean.io to automatically receive the latest updates, including contact owners and last activity dates
Note: This requires Admin access. Head over to the Change Data Capture settings under the Integrations settings in your Salesforce.
Ensure you enable at least the following Entities:
Account (Account)
Contact (Contact)
Lead (Lead)
Opportunity (Opportunity)
And that's it - you're now good to go!
Run into any issues? Send us a message on the platform or send us an email on [email protected] any time.