Salesforce | Set Up

Article Overview

The following steps are required to set up the Salesforce integration through the SalesRabbit Marketplace.

TIP: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.

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Part 1: Create Custom Lead Fields

This part will demonstrate how to create the necessary ID custom fields in SalesRabbit.

• After logging into the SalesRabbit Web App, navigate to "Settings" -> "Custom Lead Fields".

• Create two new "API" custom fields and name them "Salesforce Lead ID" and "Salesforce Opportunity ID".

• Click "Publish" in the bottom right corner.

Part 2: Form Creation

SalesRabbit's integration sends information into Salesforce via Form Submission. This part will explain how to build the form to submit to send information from SR to Salesforce.

• From the SalesRabbit Web App, select "Settings" -> "Form Builder".

• This page will display all created and drafted forms you have created. 
• Create a new form by selecting "+ Add Form".

• When creating a form for this integration:
  • Name your new form (ex: "Submit to Salesforce").
  • Name the section "Contact Information Section".
  • Using the Lead Fields and Form Fields dropdown sections, click and drag the following fields onto your form:

• A completed form will look like the example below.

• Next, select the cogwheel icon in the upper left corner.

• Enable "Custom Form Results".

• Next, click "Publish" in the bottom right corner to save/apply your changes.

Part 3: Create a SalesRabbit ID Field in SFDC

This part will demonstrate how to create a new field for the "SalesRabbit ID" in your Salesforce account.

• Log into your Salesforce account -> select the cogwheel icon -> "Setup" in the upper right corner.

• • Next, navigate to "Fields & Relationships" for the object you are updating (i.e. Leads and/or Opportunities) -> click "New".

• • On Step 1, click "Text" -> "Next".

• • Enter "SalesRabbit ID" for the Field Label, 255 for the character length, and "SalesRabbit_ID" for the Field Name.

• • Under "General Options", click the "External ID" box to set this field as a unique record identifier.

• • Configure the security for the profile and select "Next".

• • Double check your information and click "Save".

• • Double check your field saved. You should see the field show as "SalesRabbit_ID_c".
• Note: Regarding "Notes", in the Salesforce help documentation, the notes from SalesRabbit post to a Related List called "Notes & Attachments". This is the related list to add to your lead object if you desire a log of unique SalesRabbit notes on your Salesforce lead object.

Part 4: Salesforce Integration Configuration Wizard

This part will walk through the different pages found in SalesRabbit's configuration wizard on the Web App.

Note: users with admin permissions will be able to make changes to the configuration settings at anytime.

• Log into the SalesRabbit Web App and click "Integrations" -> "Marketplace" -> select the Salesforce Integration Card.

• Select "Configuration" -> "Enable".

• Authentication & Form Selection Page:
  • Ensure that you have created the form for this integration (Part 2 of this article).
  • Connector your Salesforce account.
  • Select the form that you will be using for this integration.
  • Select "Next".

• Record Type Configuration Page:
  • Select what Salesforce record type you'd like to be created (Lead vs. Opportunity).
  • Select or select your desired lead source.
  • Click "Next" for the next configuration page.

• Salesforce Field Mapping Page:
  • Configure your standard SalesRabbit fields
    • Note: The "Default Standard Fields Mapping" will send notes to the "Description" field in Salesforce. If both are enabled, notes will be sent to both locations in Salesforce.

• • Map your SalesRabbit Custom Lead Fields to fields in your Salesforce account.

• • Click "Save" to proceed.
• Two Way Syncing Page:
  • Enable Lead Sync from SalesRabbit to Salesforce.

• • Map your SalesRabbit Lead Statuses to your Salesforce Lead Statuses.

• • Enable Status Sync from Salesforce to SalesRabbit

• • Click "Next" to proceed.
• Salesforce Formatting Page:
  • Note: If you have not made any changes to your Salesforce country integration values in Salesforce, IGNORE THIS OPTION and click "Finish".
  • Salesforce defaults the integration value of the country to the country name.
  • If you have made changes to this in your Salesforce account, then you will need to change the format here.
  • Our country data generally follows ISO 3361 and we have these currently supported formatting options:
    • Country Name: This returns the name of the country (default)
    • Alpha-2: the two-letter country abbreviation
    • Alpha-3: The three-letter country abbreviation.

• Your Salesforce integration should now be live and allow you to create Leads or Opportunities in Salesforce through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 
  • Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively.  Additionally, if the integration is currently live you should see an "enabled" indicator on the integration. 

Part 5: User Assignment in Salesforce (optional)

This part will demonstrate how to set up user assignment when passing lead information from SalesRabbit to Salesforce. Without this step, leads and opportunities from SalesRabbit will appear as unassigned.

• From Salesforce, copy the users "Salesforce ID" that you would like to be assigned on the Salesforce side.
• Then, from the SalesRabbit Web App, navigate to "Users" and select a user.

• Paste the copied "Salesforce ID" into the "External ID" field on the SalesRabbit user's detail page and select the "+ Add" button.
  • Note: Saved External ID's will be listed below the field itself ("test ID" in the example below).

• Repeat these steps for any additional users you would like to map.

Part 6: Lead Syncing

In addition to sending form data into Salesforce, you have the option to sync leads according to the status update. Users are able to customize what statuses push into Salesforce and how often you would like the sync to occur (only 5-min, 10-min, and 15-min intervals are available currently).

Note: For Lead Syncs to successfully create a record in Salesforce, a company name MUST be present unless the Company name requirement has been removed in Salesforce.

Below are steps to enable "Person Accounts" in Salesforce. Person accounts are only enabled for Professional Edition, Enterprise Edition, Unlimited Edition, and Developer Edition. When converted, a Lead without a Company will create a Person Account; the "Name" field of the lead will be maped to the Person Account's "Name" field.

It is not possible to remove the "Lead Company" field requirement for Group Edition.

Lead created with a value in the "Company" field will be considered as business accounts and a lead without a value in the "Company" field will create a Person Account if Person Accounts have been enabled for the org.

To eliminate the "Company Field" requirement on leads:

• In Classic:
  • Go to "Setup" -> "Customize" -> "Leads" -> "Page Layouts".
  • Click "Edit" next to the Page Layout Name.
  • Click on the wrench icon for the "Company" field.
  • Deselect the "Required" checkbox and click "OK".
  • "Save" the Layout.
• In Lightning:
  • Go to "Setup" -> "Object and Fields" -> "Object Manager" -> "Lead".
  • Click "Page Layouts".
  • Click the desired Page Layout name.
  • Click the wrench icon for the "Company" field.
  • Uncheck the "Required" checkbox and click "OK".
  • "Save" the Layout.

Pro Tips

If needed, link to the next section: Help Center Section