6sense - How to send 6sense intent data to MadKudu via Salesforce?

You have a subscription to 6sense intent data and would like to use these signals in MadKudu? This article is for you! 

Pre-requisites

• You have a 6sense account 
• You have integrated 6sense to Salesforce 
• You can create Salesforce Campaigns 
• Your Salesforce is connected to MadKudu 

Step 1: Enable the Salesforce option "Accounts as Campaign Members"

It is important to note that 6sense intent data is a signal attached to a company instead of a Lead/Contact for privacy reasons. You'll therefore need to enable the "Accounts as Campaign Members" functionality in Salesforce first to be able to add accounts in campaign member lists. 

1. Connect to your Salesforce account 
2. Go to Setup, search Account and click on Accounts As Campaign Members
3. Enable the option and click Save

For more details, please refer directly to Salesforce's docs: https://help.salesforce.com/s/articleView?id=sf.campaigns_account_campaign_member_enable.htm&type=5

Step 2: Create a custom Campaign Type Intent

You'll want to create a new campaign type Intent 

• In Salesforce, go to Setup then Object Manager then search for the Campaign object 
• in Fields & Relationship, select Type 
• Click New to add a new type Intent

Step 3: Create new Campaigns based on 6sense intent and add accounts as Campaign members

• In your Marketing environment in Salesforce, open the Campaign tab and create campaigns with
  • Type: Intent
  • Name:  enter the 6sense topics, like "SQL Database" 
  • Description: 6sense intent 
• Repeat for each topic you are following 
• Create a workflow to add accounts as Campaign Members from the 6sense object using the campaign member status "Intent"  

Step 4: Activate the Intent Signals option 

MadKudu being connected to your Salesforce, the campaigns, and campaign members will get automatically pulled into MadKudu. Please confirm to MadKudu via a support request that the Campaigns based on 6sense intent data are set up on your end. We'll activate the Intent Signals option in the platform on our end for these events to show up in the Sales Intelligence and Account Engagement model in the Data Studio as "Showed intent for {topic}"