LeadFormix Salesforce Integration Product Guide ()

kokomomammothSoftware and s/w Development

Feb 17, 2014 (2 years and 9 months ago)

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Salesforce
Integration

Installation Manual

Release


Table of Contents

Salesforce

Integration

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...............

Error! Bookmark not defined.

1.

Integration with
LeadForce1
(Manual)

................................
................................
............................

3

2.

Integration with
LeadForce1

(Automated Synchronization)

................................
...........................

4

Existing Customers (Those who have installed the old Salesforce package
)

................................
.......

4

Fresh Installation of
LeadForce1

Package

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................................
...........................

5

3.

Customizing Salesforce

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.................

10

Customizing buttons

................................
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.........................

10

Customizing Tabs

................................
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..............................

11

Adding Visits tab in Leads / Contacts/Accounts pages

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................................
......

12

4.

Customizing the settings in
LeadForce1

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........................

13

Configuration Settings

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......................

14

Schedule Settings

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15

5.

Interpreting Synced data

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16

Moving data to
LeadForce1

-

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17



Salesforce Integration


There is
a
two way integ
ration between Salesforce and
LeadForce1
. Leads generated from leadforce1
can be added into Salesforce as Leads/Contacts/Accounts and
behavioral

activity from email identified
contacts can be seen in Salesforce.

There are two types of integration available

1.

Manual

2.

Automated Synchronization

The Manual system will work with

all editions of Salesforce while the Automated Synchronization will
only work if your Salesforce Account has API access.

1.

Integration with
LeadForce1

(Manual)

Leads and Contacts generated wi
thin
LeadForce1

can be added one by one to Salesforce.

This will work
with any account of Salesforce and requires
you

to login
each time
to do the activity.

If
you have
selected Salesforce as the CRM and provided
the
username/password/token credentials
,

th
ese li
nks will
be active as shown in
0
.



Figure
0

1

Adding
LeadForce1

data into Salesforce

There are 4 actions that can be performed using this integration


Search, Crea
te
Account,

Create Lead
and Create Contact

-
The company information can be searched for in Salesforce using the
Search

link

The Company
visiting

can be added as an Account in Salesforce using the
Create Account

Link

The Decision Makers can be added as
a S
alesforce

Lead (
Create Lead
) or Contact (
Create Contact
)

Note: You must click
Submit

to create

the lead/contact
. These are not

automatically created.

2.

Integration with
LeadForce1

(
Automated Synchronization
)

LeadForce1

data can be synced to Salesforce data i
n an automated manner using the API.
The API access
is a default feature if you use Enterprise or Unlimited version but is an add
-
on in the other versions.
Please check with your Salesforce Admin on the availability of API access.

If you have not installed

the package before move to the
Installing a new package

section

Existing
Customers (Those who have installed

the old
Salesforce

package)

You will need to delete the existing package before you install the new package.

The steps to be
followed are
:


1.

Delete the existing buttons that were created in the old package
.

2.

Click
Setup
-
>(
App Setup) Customize

-
>
Leads
-
>
Search Layout

-
>
Lead List View (Edit
)

3.

From the
Selected Buttons

list move “
LeadForce1
” to
Available
B
uttons

so tha
t it is removed
from the list view.

Save the setting
.
Figure 1
-
1

shows you how to ….



Figure 1
-
1.

Deleting Existing Settings

4.

Follow the same procedure to remove the
LeadForce1

button from the Contacts tab too

5.

To uninstall the package,
Click

on Setup
-
>View Installed Packages (under App Setup)
-
>Click
Uninstall
.




Figure 1
-
2.

Uninstalling the Package

6.

The uninstall process may take a few seconds

and the status is updated on the
screen.


Figure 1
-
3.

Completed Uninstallation Process

7.

Note


The existing data that has

been updated in the leads / contacts with the
old package will
be unaffected.


Fresh Installation of
LeadForce1

Package

The New package can be installed from the
LeadForce1

site


www.leadforce1.com.

Entering CRM Credentials

1.

Login to
the

LeadForce1

site
using your credentials


2.

Click on Settings
-

> CRM Settings
-
>Select Salesforce in the dropdown


Figure 1
-
4.

CRM Credentials and Install Package

3.

Enter your

Salesforce username and password and enter the Security token.
.
If the security
token is not handy, follow this p
rocess to get it


Generating security Token

Security token is a unique code that Salesforce provides for every account. To generate a new
Security Token login to your instance of Salesforce.


C
lick on
'setup' > 'My Personal Information" > "Reset My Securu
ty Token
".

The Security Token will be sent to you on the email registered for your Salesforce account.


4.

If you are logging into a Sandbox account,

please change the default URL to the sandbox URL
e.g.
https://cs3.
salesforce.com
. If using default production account, the default setting can
remain,

5.

If
the

credentials match then a success message will be displayed
on the screen.


Note:
Ensure that each leadforce1 user is mapped to a unique Salesforce user



Installin
g the Package

The next step is to install the package


this package will transfer the
LeadForce1

data into
Salesforce.


1.

Click on the Install package link



Click continue on that page



Figure 1
-
5.

Installing the package

2.

There are 3 steps to install the package


o

A
pprove Package API Access


click Next



Figure 1
-
6.

Approve API Package Access

o

Choose Security Level


Choose the second option of
Grant Access to All Users



Figure 1
-
7.

Chose Security Level

o

The third step is to install the package


Choose Install to start


3.

After install
atio
n
, the

package needs to be deployed to show the new tabs and components in
Salesforce. Choose Deploy now



Figure 1
-
8.

D
eploying the Package


4.

The custom component called Visit into which all the
LeadForce1

Visit data is pushed is shown
on the screen.


Figure 1
-
9.

Deployed Pack
age

5.

After deploying
, the
components added

are shown on screen
. The installation of the package is
now complete



Figure 1
-
10.

Deployment Successful


3.

Customizing Salesforce


The installed
application needs to be customized to add the buttons and tabs

in the default vie
w of Lead
/ Account /Contact Objects

Customizing buttons

1.

In Salesforce,
Click
Setup
-
>customize
-
>Leads
-
>Search Layouts

2.

From the
main

page click on edit
'Lead list view'
. Now you see two columns
-

move
LeadForce1

from the
Available Buttons

to
Selected Butt
ons


Figure 1
-
11.

Adding Salesforce1 button in leads


6.

Follow the same procedure for Contacts and Accounts to add the
LeadForce1

button


Customizing

Tabs

We will then add the Visit Tab in the default view

1.

On the homepage Click on the Arrow next to the tabs as shown bel
ow


Figure 1
-
12.

Modify tabs

2.

In the tab selection screen select
Customize My tabs

3.

Select Visits from the
Available Tabs

and move it to the
Selected Tabs


Figure 1
-
13.

Customize Tabs

Adding Visits tab in
Leads / Contacts/Accounts pages

To view leadforce1 data in Salesforce objects

we need to customize the page layouts

1.

Click on
Setup
-
>AppSetup
-
>Leads
-
>Page Layouts
-
>Edit Lead Layout

2.

From he Lead Layout, Click
Related Lists

and Drag and Drop the Visits tab to a location on the
page



Figure 1
-
14.

Modify Page Layout


3.

You could place it before op
en activities
as in the figure below or any location convenient to you


Figure 1
-
15.

Drag and Drop Visit tab

4.


Set

up the same way for the

Account object

5.

In Salesforce the visits data would appear along with the rest of the data (this is a screenshot of
an account obje
ct)


Figure 1
-
16.

Visit Data in
Contact

object


This completes the set up on Salesforce

4.

Customizing the
S
ettings in Lead
F
orce1

After installing the application
the syncing of Salesforce data needs to be set up (Note : these screens
will only be seen after the userid
/ password has been successfully added)

Configuration Settings

1.

This screen allows us to setup what data from
LeadForce1

has to be pushed into Salesforce and
what objects of Salesforce will be updated

2.

Saved Search



Choose the saved search whose results wi
ll be updated into Salesforce. One
saved search can be added per user

3.

Object synchronization Settings



This will push all the Salesforce data selected into
LeadForce1. This ensures that the LeadForce1 system is aware what are the latest objects
created in

Salesforce so that they are not recreated again e.g. if a Lead object already exists,
then visit data for that lead will be updated and new lead object will not be created again. There
are two options under this

o

Lead Object in Salesforce


All lead object
s in Salesforce are moved into LeadForce1

o

Account Object in Salesforce


All account objects are moved into LeadForce1

4.

Object mapping

o

There are two types of leadforce1 data that can be pushed into Salesforce


unidentified
leads or identified leads

o

There a
re 3 S
alesforce objects into which the data can be moved


Leads / Accounts /
Contacts




Please do not select option to update only contacts, that will create contacts but
will not associate site visit data to any of them (known issue).Always associate
with

Account and Contact

o


Depending on the privilege options new objects can be created or the visit items
(
LeadForce1

visit data) updated on an existing object

o


Privilege



Create and update specifies that a new Salesforce object will be created if
one doesn
’t already exist or update an existing one (Recommended)

o

Update


specifies that only if the object exists leadforce1 data will be associated with it



If there is existing data in Salesforce then unless it is moved to
LeadForce1
, we
cant push visit data for

that object

o

For leads and contacts “email id” is used to determine if an object exists and for
Accounts company name will be used as criteria for match


Figure 1
-
17.

Salesforce
Configuration

Settings

Schedule

Settings

This setting is used to
set the schedule for movi
ng the data from
LeadForce1

to Salesforce

1.

For the first run, put a scheduled start date as a date from which we need to move data from
LeadForce1

to Salesforce (say 1
st

Dec 2009)

2.

Data from that day to today’s date will be moved into Salesforce based on the

object settings
shown

3.

The schedule interval determines at what frequency the data is moved from
LeadForce1

to
Salesforce

4.

To start the sync process , in the user action action, the Start button has to be pressed

5.

T
he syncing s
tarted at any arbitrary time by

using the “Sync Now” option

6.

Once data Sync happens then the data is visible in Salesforce


Figure 1
-
18.

Salesforce Schedule Setting


5.

Interpreting Synced data

and testing

1.

Depending on the object configuration settings, the data is moved to Salesforce


to do a quick
c
heck if the data transfer is complete check the number of leads in
LeadForce1

for your setting
and the number of visits that are shown in Visits tab

2.

Depen
d
ing on the Salesforce objects chosen to be synced, the data is shown automatically in the
pages (Once

the page layout is configured)

3.

The
Site visits can be clicked through to see the pages visited,phrases clicked and the time spent


there is also a link back to the lead in
LeadForce1

to get all the details



Figure 1
-
19.

Data in Salesforce for a Visit


6.

Email Integr
ation

Email campa
igns that are sent through Lead
Force1 will be synchronized by default with the Lead data in
Salesforce. No synchronization settings need to be enabled but the following details of the campaign will
be shown



Campaign sent



Campaign opened



Campaign clicked



Email bounced



Email id unsubscribed

These activities are shown along with the regular website visit data in the Visits tab in the Lead Objects.
The emails need not be triggered from within SalesForce but can be

sent through LeadForce
1.
As long as
that lead exists in Salesforce
,

the email activity captured will be appended



Figure 1
-
20.

Campaign Activity in the Visits tab

The activity will be shown along with the other web behavior activity in the Leads tab


Figure 1
-
21.

Campaign Activity associated with the re
levant lead


Moving data to
LeadForce1


-


This is necessary to make updates on existing objects in Salesforce.

Leads or Accounts can be updated

Moving Leads

1.

In Salesforce, click on the leads tab and select a view

2.

Choose the leads you would want to move
(u
pdate data from
LeadForce1
)

and click on
LeadForce1

button




Figure 1
-
22.

Move data from Salesforce to LEadforce1 for Update

3.

It will connect to
LeadForce1

and ask you to enter the Salesforce credentials again (this is a one
time setting


you would need to enter thes
e detais every time)

4.

Choose either the option to add to an existing list or to create a new list .Once the next button is
clicked the data is pushed to LEadforce1. So any visits which match the leads will be updated

Moving Accounts

The steps are the same a
s the previous case except that when you select accounts to move, the
accounts are moved to
LeadForce1

the minute the
LeadForce1

page is opened