Integrating with SalesForce

April 21, 2020 00:32

ActiveDEMAND adds some killer features to SalesForce:

Automatic lead insertion
Contact insertions
Click to call
Scheduled contact sync
Lead scoring
etc

*The ActiveDEMAND Corporate Marketer package is required for Salesforce Integration

Data is moved TO SalesForce one of two ways:

Prospect does something (fills a form, downloads an asset, chats, etc) and the Sales Notification Workflow (Automation-Lead Notifications) pushes lead information into SalesForce
User manually clicks 'post to crm' on a contact/contact history

Data is moved FROM SalesForce using the Contact Import (Contacts-Import Contacts) or the Schedule Import (Contacts-Import Scheduler). These options are only available if you have SF API access for your SF account.

Connecting SalesForce to ActiveDEMAND

There are two ways to connect SalesForce to ActiveDEMAND. One is using the API access, the other is using the SalesForce Web To Lead interface.

(API Method)

Step 1

In your ActiveDEMAND account (Administration-Account Settings), scroll down to Integrations - Third Party Applications. Click the 'Add Application' button.

Enter an email address that has admin login rights to your SF account.

Step 2

Click the 'authenticate button next to the app'

Step 3

Scroll down to Custom Fields in the account settings in ActiveDEMAND. Click the 'CRM Lead Field Mappings' button.

Map the fields from AD to SF. This mapping is used whenever AD Posts to SalesForce. The mapping for bringing contacts back to AD uses a separate set of mapping configured in the Contact Import section of the product.

(Web To Lead Method)

Step 1

Set up your Web To Lead interface in SalesForce

https://help.salesforce.com/apex/HTViewHelpDoc?id=setting_up_web-to-lead.htm&language=en

Copy the OID field from your SalesForce web form.

Step 2

In your ActiveDEMAND account (Administration-Account Settings), scroll down to Integrations - Third Party Applications. Click the 'Add Application' button.

Configuring your Sales Notification Workflow

Now you will have to configure the workflow to post to SalesForce.

(API Method)

Step 1

Open the Sales Notifications Workflow (Automation-Lead Processing-Sales Lead Notifications). In your actions you will see two SalesForce Actions:

Post to Salesforce will create a lead if a contact does not exist, update a lead if the lead exists, update a contact if a contact exists.

Create Salesforce Task will create a task for the given user

Insert these actions in your workflow

for example:

Again, the mapping in the CRM Field Mapping is used to update the data on the appropriate table when these actions are executed.

Web To Lead Method

Step 1

Open the Sales Notifications Workflow (Automation-Lead Notifications). In your actions you will see this SalesForce Actions:

Post to Salesforce will post to the Web To Lead form you configured in Sales Force. There are no field mapping options for this method.

Step 2

Place the action in the appropriate place in your workflow. For example:

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