Overview
Integrating RELAYTO with Salesforce Data Cloud allows capturing web engagement events directly from RELAYTO-powered content into Salesforce Data Cloud. Once integrated, these events enrich Salesforce customer profiles, enabling personalized marketing, deeper analytics, and more effective audience targeting.
Prerequisites
✅ Salesforce Data Cloud is activated and configured.
✅ Access to Salesforce Interaction SDK.
✅ RELAYTO admin access with permissions to configure integrations.
Integration Steps
1 | Access Salesforce Data Cloud Interaction SDK
✅ Navigate to your Salesforce Data Cloud setup.
✅ Follow the Salesforce guide to implement the Salesforce Interactions Web SDK on your domain: Salesforce Interaction SDK Setup Guide
✅ Ensure your SDK is initialized with your unique Salesforce domain and tenant configuration.
2 | Share SDK with RELAYTO
✅ Get in touch with your RELAYTO account manager and share access to the Salesforce Interactions Web SDK
3 | Map Engagement Data
✅ Configure event payloads to match Salesforce Interaction SDK schema:
Example payload structure:
{
"eventType": "RELAYTO_Content_Engagement",
"identity": {
"email": "user@example.com",
"sfid": "003XXXXXXXXXXXXXXX"
},
"eventData": {
"contentId": "12345",
"contentTitle": "Quarterly Report",
"action": "Viewed",
"timestamp": "2025-03-24T14:30:00Z"
}
}
✅ Ensure event types and data attributes are clearly defined and consistent.
4 | Testing & Validation
✅ Trigger test events from RELAYTO.
✅ Validate data ingestion in Salesforce Data Cloud using Salesforce’s Interaction Studio Debugger or Data Streams.
Utilizing Engagement Data in Salesforce
Once RELAYTO web engagement events are available within Salesforce Data Cloud, leverage this data to:
Create Enhanced Audience Segments:
Segment users based on content engagement patterns.
Personalized Marketing:
Trigger targeted email campaigns and personalized experiences based on RELAYTO interaction history.
Analytics and Reporting:
Generate detailed analytics on content performance, engagement rates, and user journeys.
Predictive Insights:
Incorporate engagement data into predictive models to forecast user interests and optimize content recommendations.
Best Practices
✅ Maintain consistent event naming conventions.
✅ Regularly audit event streams for accuracy and completeness.
✅ Monitor integration logs to address and resolve any issues quickly.
Support & Resources
✅ Salesforce Data Cloud Developer Documentation
✅ RELAYTO Support