Pushing Segment Names - last 30 days

CarlyShideler

Hi everyone -

I am attempting to use the orchestation "push segment names" to push a segment name from 6sense to salesforce (salesforce field and segment name are already set up correctly), which will identify accounts who have visited the website in the past 30 days…

The issue I come across (found linked in another discussion) is that when an account falls "out" of this segment in 6sense, then the segment name isn't cleared out of Salesforce field because, well, it isn't being triggered by the orchestration (makes sense). So, the segment name "website visitors last 30 days" will show accounts that may have been in the segment 60 days ago and never cleared out…

A few of our salesteam managers asked if I could get this orchestration working in order for this data to live within salesforce. has anyone found a work around? or am I missing a step?

Thanks in advance for any insight you can offer!

https://revcity.6sense.com/home/discussion/374/pushing-segment-names-into-sfdc

Rachel Zerilla

Hi, @CarlyShideler looks like you need to set up to push the segment name to only the accounts that are in the segment, so set it up to update all salesforce accounts — step 4 in this Knowledge Base article:  https://support.6sense.com/knowledge-base/360051723814-getting-started-with-segment-name-enrichment-orchestration-with-your-crm/

CarlyShideler

that's what I've been doing, It sounds like I need to push to all salesforce accounts instead?? @Rachel Zerilla

Taylor Matysik

@CarlyShideler +1 for @Rachel Zerilla's answer. Also, adding on a tip — I would get in the habit, for any segments where you plan to publish the segment for name enrichment to SFDC, to make the segment name as short as possible, especially if you plan to push a significant number of segment names.

We've encountered a SFDC limitation with the field only allowing for 255 characters in the field which has forced us to be selective in which segments to publish and, as mentioned above, having to make our segment names as concise as possible.

If anyone has found a solution to this, I'd love to hear it.

Rachel Zerilla

Hi Carly- That's correct! So sorry for the confusion, meant to say that it looks like you have it set up to push segment name to only accounts that are in the segment, but it needs to be set up to push to all Salesforce accounts instead :)

CarlyShideler

@Rachel Zerilla @Taylor Matysik thank you both! Can I ask you guys another question? I thought that when we do this orchestration, only published segments for this kind of orchestration will move over.

But, the language on this screen makes me think that ALL segments (published or not published) will be pushed as a segment name into salesforce.

Do either of you have experience in this and can clarify for me?

Brandon McBride

If anyone has found a solution to this, I'd love to hear it.

@Taylor Matysik I have yet to find a solution. Even the longer text fields are only searched up to the first 255 characters so there's no point in making that switch.

We ended up repurposing a UTM code generator I had into a segment name generator to keep published segment names uniform and short.

CarlyShideler

Thanks @Rachel Zerilla but that's what I've been doing. And, I thiiiink that could be the problem.

I think I need to push segment names to All salesforce accounts instead?