Integration Types (Hierarchy)

Popl’s Salesforce integration framework supports multiple configuration layers to give teams maximum flexibility and control.

The Salesforce Integration can be applied globally across the entire organization or tailored to specific groups and campaign needs. The hierarchy consists of Full Team Integrations, Subteam Integrations, and Campaign Integrations.

1. Full Team Integration (Global Default Layer)

The Full Team Integration serves as the top-level, umbrella integration for your entire Popl workspace.

• This configuration applies to all team members, unless superseded by a Subteam or Campaign Integration.

• It ensures that your Salesforce mapping and sync rules always have a reliable fallback.

• If a user does not belong to a subteam with its own integration or if the campaign they are using does not have a campaign-specific integration, the Full Team Integration settings are used automatically.

2. Subteam Integrations (Group-Level Layer)

Subteam Integrations allow Salesforce configuration to be applied at a more granular, team-specific level.

• These configurations apply only to members of a designated Popl subteam.

• They override Full Team Integration settings, ensuring that specialized groups can operate with tailored field mappings, workflows, and lead routing rules.

• Ideal for organizations where different departments or regions follow different Salesforce processes.

3. Campaign Integration (Campaign-Level Layer)

Campaign Integrations allow for the most precise level of customization, tied directly to a specific Popl Campaign.

• When a team member adds a lead to a campaign, the campaign’s integration configuration takes full priority.

• This is especially useful for events, targeted outreach efforts, or situations requiring campaign-specific routing and field mapping.