Mindstamp help guide
How does Mindstamp integrate with Salesforce?
Connect interactive-video viewer data to Salesforce so sales and service teams can use answers and actions in their existing records.
Short answer
The Salesforce integration connects identified Mindstamp viewer and interaction data to Salesforce workflows. Configure the connection in Integrations, decide which Salesforce record should be matched or updated, map only the needed fields, and test with an existing and a new contact before enabling it broadly.
How to do it
- Define the Salesforce object, matching key, and business event the integration should support.
- Authorize Salesforce from Mindstamp’s current Integrations workflow with a least-privilege account.
- Map identity and interaction fields and define what happens when no matching record exists.
- Test known, unknown, duplicate, and missing-identity viewers in a sandbox.
- Monitor failures and document ownership for mapping or permission changes.
Identity matching is the critical decision
A viewer event is only useful when it reaches the correct person or account. Prefer a stable identifier and document how email changes, duplicates, anonymous viewers, and merged records are handled.
Do not send the whole report by default
Map the answers and behaviors that will change a sales or service action. Excess fields increase privacy risk and make the Salesforce record harder to use.
Current product references
These are the maintained sources used to verify this guide. Open them for the newest interface and plan details.
- Integrations — Mindstamp 4.0 walkthrough
- Mindstamp and Salesforce — Mindstamp guide
Need the live interface?
Use the current Help Center
These guides preserve useful answers at long-standing Mindstamp URLs. The Help Center carries the maintained product instructions.