Our Salesforce integration automates much of the manual work required to reach out to Leads in Saleswhale. You'll be able to connect a Salesforce Report to a Saleswhale Campaign which we will periodically check, importing and enrolling new Leads into that Campaign.
These are the broad steps required to set up the integration:
Step 1: Setup your Saleswhale Team
Step 2: Install two Saleswhale packages
Step 3: Connect Saleswhale to Salesforce
Step 4: Setup a Salesforce Report
Step 5: Connect your Report to Saleswhale Campaign
Step 6: Review your leads and campaigns
Step 7 (optional): Let Saleswhale push updates to Salesforce
Step 1: Setup your Saleswhale Team
Before connecting a Report, ensure your Saleswhale Team has:
Added a Sales Rep(s), whom the AI Assistant will hand over qualified leads to
Step 2: Install two Saleswhale packages
There will be two Saleswhale packages to install
Package #1 will add two custom fields (status) in your Lead and Contact objects:
Saleswhale Status: sw01_status__c
Saleswhale Last Synced time: sw01_last_synced_at__c
Package #2 will add four custom fields (campaign) in your Lead and Contact objects:
Saleswhale Campaign Name: sw01_campaign_name__c
Saleswhale Campaign Status: sw01_campaign_status__c
Saleswhale Campaign Creator: sw01_campaign_creator_c
Saleswhale Campaign URL: sw01_campaign_url_c
We use the fields to push Conversation status updates. More details on the custom fields can be found here.
Before installing the package, ensure that your Salesforce Account has these permissions:
Customize Application
API enabled or API User
Read & Edit
More details on setting up user permissions in Salesforce can be found here.
Once you have the right permissions, install Saleswhale package #1 and Saleswhale package #2. Both links can also be found within your Saleswhale account > Integrations tab
Note:
If you are installing on an SFDC sandbox instance, note that we don't support SFDC sandbox on Saleswhale production. Please contact our support team on testing using Salesforce Sandbox.
Step 3: Connect Saleswhale to Salesforce
Go to Account Settings > Integrations > Salesforce, click Connect and login with the desired Salesforce account. A more detailed walkthrough can be found here.
Note: Salesforce recommends you set up a separate API User for granting access.
Step 4: Setup a Salesforce Report
Next, ensure you have a valid Salesforce Report setup. The following Report Types are supported:
Leads
Contacts & Accounts
Campaigns with Leads
Campaigns with Contacts
Leads & Opportunities (Custom Report Type)
Contacts & Opportunities (Custom Report Type)
The Report should also be in a tabular, summary or matrix type. If you don’t see our supported report types in the search list, go to Setup > Report Types > Add new custom report type.
More information on setting up a Report can be found here.
Step 5: Connect your Report to Saleswhale Campaign
Now you can connect the Salesforce Report to a Saleswhale Campaign:
In Saleswhale, navigate to the Campaign you wish to connect
In the Campaign, click the Integrations tab
Click Set Up Auto Enrolment
Select the Salesforce Report to connect
Preview the AI's Introduction emails with sample data from the Report
You now complete the Enrollment.
Note:
Each Report can only be connected to one Campaign. If your Report is already connected, you would see the following error. Please select another Report, or create a new Report for the Campaign.
Step 6: Review your leads and campaigns
Your leads from Salesforce report will be enrolled automatically to the selected Saleswhale campaign and reflected in the campaign’s Report Records.
You can turn off the auto enrolment anytime in the Integration Settings:
To review all leads imported and enrolled, go to Enrollment History.
You can also download a file of leads with import error to re-import them through our CSV.
Step 7 (optional): Let Saleswhale push updates to Salesforce
If you would like Saleswhale to send Conversation statuses and emails sent/received by the Assistant to Salesforce, toggle on the option in Sync Settings. This setting is on by default and can be toggled in the settings.
More information can be found on Syncing Saleswhale Data back to Salesforce
When the toggle is on, we will send:
Conversation statuses to the custom Saleswhale Status field in Salesforce, which was added in Step 3.
Emails sent/received will be recorded in Salesforce Task objects. Note that the Task Type picklist must be visible and accept the value "Email" for this to be successful.
When the AI Assistant marks a Lead as "Do Not Contact", we can also push this information to Salesforce. See more details on how Saleswhale syncs “Do Not Contact” status back to Salesforce’s leads here.
Now you’re done. Our AI will take over the leads from your campaigns and start the conversations.
If you have any feedback regarding our Salesforce integration, let us know using our feedback form here.