In today’s data-driven landscape, integrating predictive analytics into your CRM can transform the way you engage with prospects and manage customer relationships.

This guide provides a comprehensive walkthrough on setting up a seamless connection between Pecan and Salesforce. By creating a dedicated object in Salesforce to house your prediction data, you'll be able to enhance decision-making processes and tailor your strategies to meet customer needs more effectively. Let’s dive into how you can unlock the full potential of your data with Pecan’s powerful predictive capabilities and Salesforce’s robust CRM environment:

To hold the prediction data. Under the object, create all the fields you’d like to export.
Pecan provides the following fields and types out of the box:

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Now, you are ready to create a new "Write" type connection to Salesforce. make sure the “ongoing predictions” option is selected:

Go to the predictive flow you want to use, and click the "Predict" tab at the top.

There, under “Output configuration” make sure you select the new salesforce connection you created. In the field "Destination path" below, fill the name of the Salesforce object you’d like to write to (Pecan__c in the example):

Click “Format Output Query (optional)”:

Then, select the relevant columns from the prediction you’d like to export. The predictions are represented by the “RESULTS” table.
Make sure each selected column has the name of the field on Salesforce as an alias of the output query, for example:

SELECT

"entity_id' as id,

"Marker' as pecan_prediction_timestamp_c,

"O' as pecan_prediction_0_c,

"I' as pecan_prediction_1_c

FROM RESULTS

Here is a query that writes to the object Pecan__c in our my_salesforce connection the fields (id, pecan_prediction_timestamp_c, pecan_prediction_0_c, pecan_prediction_1_c):

If you'd like to schedule predictions so they will be sent automatically, please follow this guide.

Now that you’ve successfully configured your Salesforce integration with Pecan, you’re well on your way to leveraging advanced predictive insights within your CRM. This setup not only simplifies the management of predictive data but also enhances your ability to make informed, data-driven decisions swiftly.

Remember, the power of predictive analytics lies in its application, so start using these insights to refine your strategies and drive better business outcomes. If you have any questions or need further assistance as you explore the capabilities of your new setup, don’t hesitate to reach out. Embrace the power of integration and let your data lead the way to success!