Salesforce Introduction
Integrate Salesforce with your platform - see table for more information.
How to get setup
To get started with our Salesforce Integration, you will need to create a new “App” in your Salesforce account to integrate into our platform. So, to get started, login to your Salesforce account.
Once logged into your account, follow the steps below:
1.Navigate to the “Setup” tab:
This can be found by selecting the settings cog at the top right of your screen, or you may be defaulted to this screen on logging in.
2.Navigate to the “App Manage” tab:
This can easily be found by typing “App Manager” into the “Quick Find” box in the left-hand panel.
Once you have found this option, select the App Manager link and it will provide all the apps connected to your account.
3.Create A New App
Once you have navigated to the App Manager, there will be a button top right “New Connected App” – by selecting this, you will then go into the process of creating your Salesforce app.
From here we will then start to fill out the required information:
- Connected App Name: This is your own reference, so you can set it to whatever you like. The recommended name is Salesforce Connection.
- API Name: This is also your own reference, so you can set it to whatever you like. This gets defaulted to be the same name as your App Name.
- Contact Email: This is your email address to inform other Salesforce users that you created the App and, should they have any issues, to contact you.
The next step is to navigate to navigate to the section named “API (Enable OAuth Settings)”. Once you get to this section, check the box listed as “Enable OAuth Settings.” The purpose of this setting is to confirm the functionality to send data between the two platforms.
Once you have selected to Enable OAuth Settings, another set of instructions will be provided.
- Insert the following URL into the “Callback URL” input. This is so the app knows where to send the relevant data.
https://zymplify.com/client-area/salesforce/oauth_callback.php
- Next select the two OAuth Scopes from the box provided.
- 'Access and manager your data (api)'
- 'Perform requests on your behalf at any time (refresh_token, offline_access)' Once you select the options, simply select the “Add” arrow, which will move them into the “Selected” Scopes box
Once you have completed the above details, simply select the “Save” button, this will then re-direct you to a page to retrieve your Consumer Key and Secret, which are needed on the final connected step.
4.Connect App to Platform
Navigate to our “Connect > Integrations” area of the platform and select the “Connect” button on the Salesforce tab.
This will take you to a tab that will ask for your Client ID and Secret that was made available on the last step.
Simply insert these values and select the “Save” button.
By selecting the ‘Save’ button you will then be re-directed to the platform to start using the integration.
Once connected we will retrieve the following elements:
- Your Salesforce owners;
- Your pipeline stages;
- Your lead statuses;
- Your lead sources.
The above elements are retrieved in order for us to effectively send new leads, contacts and opportunities to your Salesforce account.
How to use the integration.
We have integrated the sending of contacts, leads and opportunities via multiple ways in the platform:
- Through manually selecting the contact or list you want to send or,
- Via Journeys, to allow you to automate the process.
How does it work?
We have embedded the functionality to send Leads, Contacts and Opportunity throughout the following platform areas.
- Prospect area; (included within the actions button)
- Leads area; (included within the actions button)
- Main contact page; (included within the actions button)
- Lists; (included as one of the top menu actions)
- Inner contact profile. (included as one of the top menu actions)
Simply navigate to one of the areas listed above and select the contact you would like to send to Salesforce and select the “Send to Salesforce” button. This will produce a popup allowing to select what you would like to send it as.
Depending on the option you select, you will be provided with a specific set of fields for selection.
Below shows the fields available when sending as a Lead:
- Assign to: This is who in Salesforce you would like the lead to be assigned to
- Update Lead Source: This is the source your lead will be allocated to
- Update Lead Status: This will be the status of your lead.
All the above fields will be dropdowns populated from your own Salesforce account.
Below shows the fields available when sending as a Contact:
- Assign to: This is who in Salesforce you would like the contact to be assigned to
- Update Lead Source: This is the source your lead will be allocated to
All the above fields will be dropdowns populated from your own Salesforce account.
Below shows the fields available when sending as an Opportunity:
- Assign to: This is who in Salesforce you would like the contact to be assigned to
- Assign Stage: This is the pipeline stage you want your opportunity to be allocated to
- Opportunity Name: This is the reference name you would like to see in your Salesforce account. This input allows for free text as well as a selection of the properties which will automatically populate the name for you based on the data stored in our system for that contact record.
- Amount: This is the amount that opportunity is worth for your business.
The Assign to and Assign Stage dropdowns will be populated from your own Salesforce account.
We have also added the exact same functionality within our journey builder. You will now see 3 new “Actions” available for you to choose.
- Send Lead to Salesforce
- Send Contact to Salesforce
- Add Opportunity to Salesforce.
Simply drag your chosen action onto the journey canvas, and connect it to a relevant trigger or condition.
The next step is to complete the settings for each of your actions. These are exactly the same options as provided in the pop ups shown earlier in this document.
Simply complete all the required fields provided, and then select “Save”. This will save your options against this step, and any users onboarded will automatically get sent to Salesforce using the settings provided.
Example journey below:
Which fields are mapped?
With there being a large number of available fields / properties on both platforms, we have listed below the fields we automatically map when sending contacts to Salesforce via the integration.
We have listed the name of the Salesforce Property, and what it will be mapped to in our system.
Below are the properties used when syncing Contacts, Leads & Opportunities:
** These properties will also be updated on the platform when changed on Salesforce.
Below are the properties used when sending an Account to Salesforce:
** These properties will NOT currently be updated on the platform when changed on Salesforce.
What is the syncing process of the data?
When sending your platform contacts to Salesforce, we use all the properties listed above to send across to your Salesforce records.
With this integration we are considering your Salesforce account as the master, and therefore all the updating of the contact record after it has been sent should be managed via your Salesforce account. No updates made to the platform record will be reflected in your Salesforce account (unless you send the contact to Salesforce via your dashboard).
Also, as Salesforce is the master account, if one of your team members updates a record on Salesforce, it will overwrite any changes you may have made on the dashboard to the standard properties listed above.