Push Predictions from Pendo Predict to Salesforce

This article explains how to push the output of your predictive models directly to Salesforce, enabling you GTM teams to consume the output on their main system of records. 

Introduction 

Pendo Predict provides the following output for each prediction:

• Pendo Score - Pendo Predict scores each record as either Excellent, Good, Fair, or Poor based on the propensity to convert. 'Excellent' has the highest propensity, while 'Poor' has the lowest.
• Pendo Explain - This explains the top signals influencing the model's score.
• Pendo Trend - Values are either Up, Down, New or empty (no change). For example, if a prediction changes from Fair to Good, the trend value will be Up.
• Pendo Score Date - the date of the recent score change.

This article provides a step-by-step guide on setting up these fields in Salesforce and automating them in Pendo Predict.

What you need to get started

• A Pendo Predict  account
• A Salesforce admin account

Step 1. Creating dedicated Pendo fields on Salesforce

1. Login to Salesforce and go to Setup->Object Manager

   

2. Choose the object you would like the Pendo’s prediction to be visible on (e.g. Account object)
3. Click Fields & Relationships and create the following custom fields:
   • Pendo Score - field type should be Text
   • Pendo Explain - field type should be Text Area (Long)
   • Pendo Trend - field type should be Text
   • Pendo Date - field type should be Date

4. Go to Page Layouts and add the new fields to the relevant object layout.

Step 2. Pushing model’s output to Salesforce 

1. Login in to Pendo Predict
2. Go to the Activation tab of the model you would like to automate

3. Click on New Automation

   

4. For each automation, you'll need to define 3 parameters:

   1. Read from: 

      Configure this to define additional conditions for the audience you want to filter (e.g., only predict leads created in the past day)

      

   2. Update to:

      • Update source - select Salesforce
      • Object - select the relevant object
      • Record ID - this should be Record ID
      • Score | Explain | Trend | Scoring date - for each tab choose the relevant property you created in the previous section

      

   3. Sync: 
      This is the automation scheduler, for example, every day at 12 am. You can add multiple syncs by clicking on Add.

      

   4. Turn the automation on by clicking on the on/off toggle.

      

5. The automation is ready and Pendo Predict will update Salesforce with the results based on the sync schedule you configured.