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Salesforce Integration

Written by Charley Bader
Updated over 3 weeks ago

Using Made With Intent you can integrate with Salesforce in order to enrich your customer profiles with Made With Intent data points at the end of a session, using a Session Summary. This allows teams to move beyond reactive, behaviour-only messaging and instead understand what customers were trying to achieve, how close they were to conversion, and how best to respond.

The integration supports both activation (powering more relevant lifecycle campaigns) and analysis (giving deeper insight into why users behave the way they do)

Common examples include:

  • Basket or Browse abandonment

    Use our Intent data points in order to move away from generic campaigns and design more tailored communications based on where a visitor is in their journey. For example;

    • Do I need to discount in my campaign?

    • Should I adjust the level of discount depending on the intent?

    • Would other content be more relevant?

    • Do I need to do anything at all?

  • More informed segmentation

    Differentiate customers who look similar behaviourally but have very different intent signals

  • Post-session analysis and reporting

    Analyse journeys based on how intent changes over time, helping teams understand where customers stall, progress, or drop off — and why.

In practice, intent acts as a decision layer on top of Salesforce: helping teams prioritise customers, choose appropriate responses, and evaluate performance based on context, not just outcomes.

Setting up the integration

Enriching Customer Profiles - Post Session

Session Summaries condense the behavioural and intent signals of a visit into a single structured data event.

They provide a clear overview of:

  • What the visitor was trying to do

  • How close they were to conversion

  • Where they hesitated or disengaged

This makes it easier to:

  • Segment users after the session ends

  • Power follow-up communications with intent context

  • Analyse customer journeys based on intent

What data points are included?

Typically the following data points are included in a Session Summary

🧭 Intent Composition & Engagement

Label

Description

total event count

Total number of tracked events

low intent summary

the total number of events in each intent stage

building intent summary

the total number of events in each intent stage

high intent summary

the total number of events in each intent stage

discovery summary

the total number of events in each shopper mindset (NB “not actively shopping”, not included)

consideration summary

the total number of events in each shopper mindset (NB “not actively shopping”, not included)

🎯 Purchase Indicators

Label

Description

included purchase

Flags if session included a transaction

purchase confidence

Latest value from the Intent Signal (very low → very high)

purchase confidence trend

Direction of change in purchase intent (negative (-1) neutral (0) or positive (1))

intent growth velocity

Speed and strength of movement of purchase confidence using a cumulative mean across the journey

return likelihood

Latest value from the Intent Signal (very low → very high)

🛍️ Session Attributes

Label

Description

intent stage

Final observed intent stage at session close

shopper mindset

Final mindset (discovery / consideration)

💎 Affinity Signals

Label

Description

sequenced affinity page category

Sequential list of page category affinities formed during the session

sequenced affinity product category

Sequential list of product category affinities formed during the session

sequenced affinity product price

Sequential list of product price affinities formed during the session

sequenced affinity product subcategory

Sequential list of product subcategories formed during the session

sequenced affinity product url

Sequential list of product URLs formed during the session

top affinity page category

Top page category that the user expressed an affinity with

top affinity subcategory

Top sub category that the user expressed an affinity with

top affinity product price

Top product price that the user expressed an affinity with

top affinity product URL

Top product URL that the user expressed an affinity with

top affinity attribute 1

Top customer affinity that the user expressed an affinity with

top affinity attribute 2

Top customer affinity that the user expressed an affinity with

top affinity attribute 3

Top customer affinity that the user expressed an affinity with

top affinity attribute 4

Top customer affinity that the user expressed an affinity with

top affinity attribute 5

Top customer affinity that the user expressed an affinity with

top affinity attribute 6

Top customer affinity that the user expressed an affinity with

The Made With Intent team will support you with this set-up.

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