To start the integration with Salesforce, you will need to:

  • Install the first Salesforce package to add 2 custom fields: This will support the import and enrollment of Salesforce leads to a Saleswhale campaign

  • Install the second Salesforce package to add 4 additional custom fields: This will support sending the Saleswhale campaign name, creator and status back to Salesforce leads and contacts objects

Requirements

  • A Saleswhale subscription with full admin permissions.

  • A Salesforce account with admin permissions.

  • A Salesforce edition with API access, such as Enterprise or Unlimited edition. - There are 3 editions without API access:

    • Contact edition.

    • Group edition.

    • Professional edition - you can buy API access as an add-on with this edition.

Note:

  • If you're setting up Salesforce Sandbox, please follow the setup steps from the Salesforce Sandbox tab instead

1st Package Installation Steps

  1. Go to Saleswhale -> Integrations -> Salesforce and click Install Package. This package will add 2 custom fields to Salesforce Leads/Contacts:

    1. Saleswhale Status: sw01_status__c

    2. Saleswhale Last Synced time: sw01_last_synced_at__c

  2. You can also install the first package through a direct link here

  3. If you are not already logged into Salesforce, you will be prompted to log in.

  4. Choose the user roles you would like to install the fields for, we recommend selecting "Install for All Users."

  5. Click Install to complete.

  6. Set Visibility Layout for the new fields (optional): To see the new fields in your leads or Contacts, you might have added the new fields to your Leads or Contacts Layout.

    1. Go to Salesforce Setup -> Lead -> Page Layout

    2. Search for Salewhale fields

    3. Drag and drop the fields to the layout.

    4. Click Save

2nd Package Installation Steps

  1. Install the second package through a direct link here. This package will add 4 custom fields to Salesforce Leads/Contacts:

    1. Saleswhale Campaign Name: sw01_campaign_name__c

    2. Saleswhale Campaign Status: sw01_campaign_status__c

    3. Saleswhale Campaign Creator: sw01_campaign_creator_c

    4. Saleswhale Campaign URL: sw01_campaign_url_c

  2. If you are not already logged into Salesforce, you will be prompted to log in.

  3. Choose the user roles you would like to install the fields for, we recommend selecting "Install for All Users."

  4. Click Install to complete.

  5. Set Visibility Layout for the new fields (optional): To see the new fields in your leads or Contacts, you might have to add the new fields to your Leads or Contacts Layout.

    1. Go to Salesforce Setup -> Lead -> Page Layout

    2. Search for Salewhale fields

    3. Drag and drop the fields to the layout.

    4. Click Save

After installing 2 packages and adding them to the Lead or Contact layout, you will see these fields in each lead and contact.

Now you can start to enroll these leads automatically to Saleswhale through Salesforce report and see these fields updated from Saleswhale.

Best Practices

We recommend switching on the field history tracking feature in Salesforce for both the Lead and Contact objects to help ensure accountability for changes to the Saleswhale Status field.

Read more about setting up Field History Tracking and viewing Field History (via Salesforce).

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