Xoxoday
  • 📓User Resources
    • 👨‍💼For Admins
      • 📌Getting Started
        • ⚙️Settings
          • Manage Super Admin/Admins
            • Hierarchy vs Non-Hierarchy
            • Threshold
            • Delete an Admin
            • Redemption APIs
              • Generic Redemption APIs
              • Oauth 2.0 Implementation for Stores Redemption
          • Platform Preferences
          • Account Verification
        • Types of Companies
      • 🚀Plum Launch Communication Kit
        • 🌉Pre-Launch Templates
        • 🤝Introduction to Plum Templates
        • 📺How to Sign up on Plum’s reward storefront Template
        • 📑How to Bookmark Plum’s reward storefront for easy access Template
        • 🎉How to Redeem the Rewards on Plum’s Reward Storefront?
      • Xoxo Points
        • 📌Getting Started
        • 🚚Distribution of Xoxo-points
        • 📩Email/SMS Customization
        • FAQs
      • Xoxo Codes
        • 📌Getting Started
        • 🚚Distribution of Xoxo-codes
        • 📩Email, SMS, and Xoxo Code Campaign Customization
        • FAQs
      • Points vs Codes
      • Xoxo Links
        • 📌Getting Started
        • 🚚Distribution of Xoxo-links
        • FAQs
      • Domain Authentication Guide
        • Troubleshooting Domain Authentication
      • 💰Add Funds
        • Base Currency
      • Campaigns
        • Getting Started
        • Editing a campaign?
        • Delete/disabling a Xoxo Campaign?
      • 🏬Reports
      • 💳Prepaid Card User Guide
        • Virtual Paypal International
          • 📌Getting Started
          • 📭How to Redeem?
        • Virtual Visa Card
          • 📌Getting Started
          • 💳How to Redeem?
      • 🔐Security and Compliance
        • Cryptography & Encryption
        • Email Whitelisting
        • Governance, Risk, & Data Compliance
        • Application,Dev & Security
        • Cloud Security
        • HR Compliance
        • Identity & Access Management
        • Solution Development
        • Security Operations
        • Training and Awareness
        • Vulnerability and Threat Management
        • Security Operations & Technical Capabilities and Support
        • Data Management
        • Policies & Procedures
        • Tax Compliance
        • Privacy Compliance
        • Cloud Security Alliance
        • Others
        • Documents
          • Data Security
          • Information Security
          • Admin/Business
          • Others
          • Finance Compliance
    • 🧑‍🤝‍🧑For End-Users
      • 📌Getting Started
      • 🧑‍💻Signing up/Logging in
      • 🪙How to redeem?
      • 💳Gift Vouchers
      • 🎁Gift Box Queries
      • 🚚Delivery Related Issues
      • 🛑Cancelation/Refunds
    • 🔗Pre-Built Integrations
      • Qualtrics Integration Guide
        • Using Qualtrics Workflow Extension to Send Rewards
        • Public Survey Rewarding
        • Anonymous Survey Rewarding
      • HubSpot + Plum
        • 1-1 Reward Widget in HubSpot
        • Workflow Based Reward Automation
        • 1-Many Link for Xoxolink’s Reward Automation
        • Email based Reward Automation
      • Darwinbox + Plum
      • SurveyMonkey + Plum
        • Public Survey Automation
        • Anonymous Survey Automation
      • Zapier + Plum
      • ActiveCampaign + Plum
        • Creating Automation
      • Salesforce + Plum
        • Getting Started with Xoxoday Plum
        • Getting Started and Setting up Salesforce Integration
        • Sending 1-1 Reward
        • Steps to create a Flow and add a Trigger
        • Redemption Journey for your Recipients
      • Typeform + Plum by Xoxoday
      • Zoho People + Plum
      • SAP Successfactors + Plum
        • SAP Client Registration with Xoxoday for Stores Redemption
      • Decipher - Forsta Integration
      • Zoho CRM
        • Send 1-1 rewards
        • Automation : Workflow Rules
      • Connect Plum to thousands of apps using Zapier
      • Other Integrations
    • 🛣️Product Roadmap
      • 2022
      • 2021
  • 👨‍💻Developer Resources
    • Rewards API
      • Getting started
      • API Endpoints
        • Authentication
          • Client ID, Secret ID, and Token Creation
          • Token Management
        • Catalog
          • GetVouchers API
          • GetFilters API
        • Orders
          • PlaceOrder API
          • GetOrderDetails API
          • GetOrderHistory API
        • Account Balance
          • GetBalance API
        • Postman Collection URL
      • Concepts
        • Staging Environment
        • Catalog
        • Error Handling
          • Standard HTTP status code summary
          • Errors related to API
        • Exchange Rates
      • Guides
        • Funding the Account
        • Reporting and Analytics
      • Webhooks
        • Test Webhooks
        • How to implement webhooks?
        • How to secure your webhooks?
      • Forex
      • Best Practices
      • Frequently Asked Questions
    • StoreFront Integration
      • Getting started
      • API Endpoints
        • Authorization
        • Token Creation & Token Management
        • SSO Redirection
        • End Points
      • Concepts
        • Points
      • Guides
        • Funding Account
        • Reports and Analytics
    • Xoxo Link API
    • Roadmap for 2021
  • 📅Release Notes
    • Release April 2023
    • Release March 2023
    • Release February 2023
    • Release December 2022
    • Release October 2022
    • Release September 2022
    • Release July 2022
    • Release May 2022
    • Release March 2022
    • Release February 2022
    • Release December 2021
    • Release November 2021
    • Release October 2021
    • Release September 2021
    • Release July 2021
    • Release May 2021
    • Release March 2021
    • Release December 2020
    • Release October 2020
    • Release September 2020
    • Release August 2020
    • Release June 2020
    • Release May 2020
    • Release April 2020
    • Release March 2020
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On this page
  • Introduction to Salesforce Integration with Plum
  • Benefits of the integration
  • Salesforce+Plum Integration for Marketing Teams:
  • Salesforce+Plum Integration for Sales Teams:
  • Security and Compliance

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  1. User Resources
  2. Pre-Built Integrations

Salesforce + Plum

This page will introduce you to Salesforce in integration with Xoxoday Plum.

Introduction to Salesforce Integration with Plum

Plum's Salesforce integration empowers you to capture, engage and motivate your Clients/Contacts by inculcating personalized rewards, incentives, gift cards, etc. The seamless integration between the two platforms allows you to analyze and track details like the number of campaigns running, the number of gift coupons sent, etc. from either platform, without having to juggle between the two.

Benefits of the integration

  • This integration helps sales and marketing teams send rewards to Leads and Contacts directly from Salesforce.

  • A seamless experience for the admins and end-users.

  • Simple 4-step rewarding process: - Install the app - Choose the campaign - Send reward link - Track rewards sent

Salesforce+Plum Integration for Marketing Teams:

  • Account-based marketing (ABM)

  • Demand Generation

Salesforce+Plum Integration for Sales Teams:

  • Re-engage cold leads

  • Book more meetings

  • Boost customer referrals

Security and Compliance

Xoxoday platform meets the highest certification standards to help reduce compliance burdens for your business and keep payouts safe.

  • Encryption of sensitive data

  • HTTPS and HSTS for secure connections

  • Vulnerability disclosure and reward program

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Last updated 2 years ago

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