Salesforce Integration

Owned by Devendra
Last updated: Oct 27, 2021 by Stuart Glover (Unlicensed)
3 min read

  • Salesforce integration allows you to share the valuable data you collect in Salesforce with other systems.

  • This feature helps to fetch the information from Salesforce and the pulled data will add into the LeadX database.

Welcome to your Salesforce Integration.

To access your Salesforce integration:

  • Login as an Admin User
    > Administration Feature
    > Integrations
    > Salesforce

  • Select the Manage button in the Salesforce box

Only the Administrator Licence User can access Integrations.

To access Salesforce integration:

  • Log in as an Administrator

  • Select the > Administration Feature > Know More on Integrations

  • Select the Configure Now button on the Salesforce box.


Access and Set Up

You will now be taken through a quick 5 step integration process:

STEP 1: CRM Details

  • Press the Connect to Salesforce Button

  • First time logging in you will be directed to your Super Office account.

  • Log in to Salesforce

  • Press Save & Proceed

STEP 2: Data Objects Mapping

  • Configure the synchronisation for Company, Contacts and Leads

  • Bi-directional mapping between LeadX and Salesforce.

  • Choose the direction of mapping you require by pressing the green toggle.

  • Green represents ‘turned on'

  • View Object mapping by selecting the view mapping button.

  • Press Save & Proceed.

STEP 3: Status Mapping

  • Configure the status mapping of your Sales Pipelines.

  • The left hand column displays LeadX Pipeline and the right displays Salesforce.

  • The LeadX Pipeline is set and cannot be changed.

  • Select the opposite box in the Salesforce column to open the status options and choose the status of each pipeline stage to meet your requirements.

  • Press Save & Proceed.

STEP 4: Assign Sales Manager

  • Salesforce > LeadX:
    The top box denotes who is the default Salesforce User to receive Lead information from LeadX. Choose a registered User from the dropbox options.

  • LeadX > Salesforce

STEP 5: Data Synchronization Scheduler

  • Choose the time frame you wish to synchronize your data from the 4 options available.

  • Select the Time and Date you wish this to start.

  • Select the Done and Ready to Go button after making your selections.

  • Congratulations, you have configured your integration.

 

Advanced Salesforce Integration Information

  • Leads

 

LeadX > Salesforce (if configured)

Salesforce > LeadX (if configured)

Lead Created

A Lead is only recognised in Salesforce in Lead Stage.
'New' Leads are not sent as they are not recognised as a Lead until accepted.

All Leads created in Salesforce will show in LeadX

Lead Deleted

 

 

Lead Won

 

 

Lead Lost

 

 

Lead Transferred