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.

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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

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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.

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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

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

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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

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Step 3: How Do I Give My Team Access?

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.

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Step 4: How Do I Configure Arcade Settings in Salesforce?

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

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

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

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)

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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

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How Do Sales Notifications Work?

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

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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

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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)

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What Happens When a Lead Converts?

All engagement history automatically transfers to the Contact.

No data loss. No re-linking required.

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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.

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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.