# Put the merchant moment on the account.

Explore a custom SignalTally + Salesforce workflow. An account activity and a proposed task with source evidence.

Give account owners a reason to act without making them assemble context from another list.

## Start with the right context

Match the merchant domain against your existing account records before proposing a new record. Define how repeated observations are grouped, who owns the account and which fields your team wants to update.

## Make the next step specific

Provide the owner with the previous platform, new platform and observation context. A useful first conversation could cover post-migration measurement, app consolidation or conversion testing.

## Scope the connection around your team

This is a proposed custom integration workflow, illustrated with fictional data. We develop connections around your tools, available APIs and account permissions. Provider access, field mapping, usage costs and delivery behavior are agreed before activation.

## Illustrative Salesforce workflow

Signal: Northline Atelier moves from Magento to Shopify.

Proposed action: Prepare an account-owner task

- Account match: northline-atelier.example
- Signal: Platform migration
- Owner: Existing account owner
- Task brief: Review migration-support opportunity

Outcome: An account activity and a proposed task with source evidence.

Fictional data; a proposed custom integration, not a live connection.

## Will signals create duplicate leads?

The proposed setup starts with account matching and duplicate rules. Choose whether unmatched merchants enter a review queue or become new records, and scope write permissions before activation.

## Related pages

- [Explore integrations](https://signaltally.com/integrations): Find the workflow that fits your tools.
- [See it in Slack](https://signaltally.com/product/slack): Follow a signal through a team conversation.
- [Discuss your plan](https://signaltally.com/pricing): Signals, enrichment and optional execution.

Canonical source: [SignalTally](https://signaltally.com/integrations/salesforce)

[Data and attribution guide](https://signaltally.com/llms.txt)