# Native Salesforce Integration ## Track Arcade Engagement in Salesforce Track how your prospects engage with your Arcade demos — right inside Salesforce. See which leads are watching your product tours, clicking CTAs, and showing buying intent, all without leaving your CRM. *** ### What Does the Salesforce Integration Do? * Engagement tracking — Every Arcade play is logged as an Engagement Session on the associated Lead or Contact * Engagement scoring — Leads are automatically scored based on how deeply they interact with your Arcades * Top Engaged Leads dashboard — See your hottest unconverted leads ranked by engagement * Lead lifecycle handling — When a Lead converts to a Contact, engagement history transfers automatically * Optional features — Lead creation, lead status updates, contact linking, Clearbit enrichment, and sales notifications *** ### How Do I Set Up the Salesforce Integration? There are two parts to the integration: 1. Connect Salesforce in the Arcade app (OAuth) 2. Install the Arcade package from AppExchange into your Salesforce org Both are required.\ The OAuth connection allows Arcade to sync data into Salesforce, while the package enables UI components and automation inside Salesforce. *** ### Step 1: How Do I Connect Salesforce in Arcade? 1. In the Arcade app, go to Settings → Integrations 2. Find Salesforce and click Enable 3. You’ll be redirected to Salesforce to authorize the connection 4. Log in with a Salesforce user that has API access and grant permissions 5. You’ll be redirected back to Arcade — the integration will show as connected {% hint style="info" %} 💡 The user who authorizes the connection should have permissions to create and update Leads, Contacts, and custom objects in Salesforce. {% endhint %} *** ### Step 2: How Do I Install the Arcade Package? 1. Go to the Arcade listing on Salesforce AppExchange (link coming soon) 2. Click Get It Now 3. Choose Production or Sandbox (recommended: Sandbox first) 4. Select Install for All Users (or specific profiles if needed) 5. Click Install and wait for the confirmation email *** ### Step 3: How Do I Give My Team Access? {% @arcade/embed flowId="K8nhtF30C0MGcAOG75iF" url="" %} After installation, assign the Arcade User permission set. 1. Go to Setup → Users 2. Click a user 3. Scroll to Permission Set Assignments → Edit Assignments 4. Add Arcade User and save Repeat for all users who need access to Arcade data. *** ### Step 4: How Do I Configure Arcade Settings in Salesforce? {% @arcade/embed flowId="rav5G4fhSBZIy2m6ZuRe" url="" %} 1. Open the App Launcher (top left grid) 2. Search for and open Arcade 3. Navigate to Settings 4. Configure options: | **Setting** | **What It Does** | **Default** | | ------------------------- | ----------------------------------- | ----------- | | Enable Clearbit | Adds company + job title enrichment | On | | Enable Lead Creation | Auto-creates new Leads | Off | | Enable Lead Status Update | Updates status on final CTA | Off | | Upgrade Status Label | Status applied (e.g., MQL) | MQL | | Enable Contact Linking | Matches engagement to Contacts | Off | | Notify Sales on CTA Click | Creates Task for rep | Off | 5. Click Save {% hint style="info" %} ✅ Recommendation: Start simple. Keep Clearbit on, leave everything else off, then layer in automation once you trust the data. {% endhint %} *** ### Step 5: How Do I See Arcade Data on Leads & Contacts? {% @arcade/embed flowId="vRMiOV1aA5UTdyWBqAt2" url="" %} #### Add the Engagement Widget 1. Open a Lead or Contact 2. Click gear icon → Edit Page 3. In the left panel, find Arcade Engagement Compact 4. Drag it onto the page (recommended: right sidebar) 5. Optionally add Arcade Engagement Table for full detail 6. Click Save → Activate (Org Default) *** ### What Components Are Available? | **Component** | **Best For** | **Shows** | | ------------------------- | ------------- | ---------------------------- | | Arcade Engagement Compact | Quick view | Recent plays, CTA clicks | | Arcade Engagement Table | Detailed view | Full engagement + enrichment | | Top Engaged Leads | Dashboard | Ranked high-intent leads | *** ### How Do Sales Notifications Work? {% @arcade/embed flowId="KmarXyIG0qwJb1HdymTk" url="" %} When “Notify Sales on CTA Click” is enabled: * A Salesforce Task is automatically created * Assigned to the Lead Owner * Appears in Activity Timeline + Home view | **Field** | **Value** | | ----------- | --------------------------------- | | Subject | Follow up after Arcade completion | | Priority | High | | Status | Not Started | | Assigned To | Lead Owner | *** ### How Does Engagement Scoring Work? | **Action** | **Points** | | ----------------- | ---------- | | Played an Arcade | 1 | | Clicked any CTA | +2 | | Clicked final CTA | +4 | Max per play: 7 points Scores stack across sessions.\ Example: 3 full engagements = 21 points *** ### How Does Data Sync Between Arcade and Salesforce? 1. Prospect plays an Arcade 2. Arcade syncs data (every few hours) 3. System matches Lead/Contact by email 4. Creates an Engagement Session record 5. Applies enrichment (if enabled) 6. Creates Task (if CTA + notifications enabled) 7. Updates Lead status (if enabled) *** ### What Happens When a Lead Converts? All engagement history automatically transfers to the Contact. No data loss. No re-linking required. *** ### Troubleshooting * "I don't see the Arcade tab" * Make sure the Arcade User permission set is assigned to your user. * "I don't see engagement data on my Lead/Contact records" * The components need to be added to your page layouts (see Step 5). Also check that the sync has had time to run (up to 2 hours). * "I connected Salesforce but nothing is syncing" * Make sure the Arcade package is installed (Step 2). The OAuth connection alone doesn't enable the full integration — the package is required for engagement tracking and UI components. * "I see the components but they show "No Arcade engagements found" " * This means no engagement data has been synced for this Lead/Contact yet. Verify that prospects are playing Arcades and that the email or company name matches. *** ## Additional FAQs ### Do I need both the OAuth connection and the AppExchange package? Yes. If you skip either one, the integration will not work correctly. * OAuth = data connection * Package = UI + automation inside Salesforce ### How long does it take for data to appear? Typically within a few hours. If nothing shows after \~2 hours, something is misconfigured. ### Can I control what gets created or updated in Salesforce? Yes. All automation (lead creation, status updates, notifications) is optional and configurable in Settings. ### Do I need to contact Arcade to set up my Salesforce Integration? If you want to set up this Native Salesforce Integration, please reach out to your CSM. ###