Native Salesforce Integration

If you want to set up this Native Salesforce Integration, please reach out to your CSM

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

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💡 The user who authorizes the connection should have permissions to create and update Leads, Contacts, and custom objects in Salesforce.


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?

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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?

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  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

  1. Click Save

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✅ Recommendation: Start simple. Keep Clearbit on, leave everything else off, then layer in automation once you trust the data.


Step 5: How Do I See Arcade Data on Leads & Contacts?

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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?

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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.

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