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: Connect Saleswhale to Salesforce

Step 3: Install two Saleswhale packages

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

Before connecting a Report, ensure your Saleswhale Team has:

Go to Account Settings > Integrations > Salesforce, click Connect and login with the desired Salesforce account. A more detailed walkthrough can be found here.

Additionally, if you are installing on an SFDC sandbox instance, please install SFDC Sandbox instead.

Note: Salesforce recommends you set up a separate API User for granting access.

There will be two Saleswhale packages to install

Package #1 will add two custom fields (status) in your Lead and Contact objects:

Package #2 will add four custom fields (campaign) in your Lead and Contact objects:

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:

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: Please contact your CSM or support@saleswhale.com to sync the DNC status.

Next, ensure you have a valid Salesforce Report setup. The following Report Types are supported:

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.

Now you can connect the Salesforce Report to a Saleswhale Campaign:

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.

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.

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:

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.