Saleswhale Integration with Salesforce Overview

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The new Saleswhale integration with Salesforce makes it easier than ever to import your leads from Salesforce, enabling Saleswhale’s bot to qualify them much faster.

In this article, we are going to take you through the step-by-step process for connecting your Salesforce account to Saleswhale. There are 8 steps we're going to cover:

Step 1: Make sure you have already set up a bot, a topic, a campaign, and add at least 1 sales rep in Saleswhale

Step 2: Make sure you have the right Salesforce permission

Step 3: Add Saleswhale fields for tracking in Salesforce custom fields

Step 4: Connect Salesforce to Saleswhale over our 1-click Authentication

Step 5: Prepare a list of contact reports or lead reports in Salesforce

Step 6: Enroll your Salesforce leads to Saleswhale’s campaign

Step 7: Review your leads and campaigns

Step 8 (optional): Let Saleswhale update leads’ information to Salesforce

 

Step 1: Make sure you have already set up a bot, a topic, and add at least 1 sales rep in Saleswhale

You’ll nee to make sure a few things are in place before you can start enrolling leads to Saleswhale’s campaign.

Step 2: Make sure you have the right Salesforce permission

You’ll need 3 permissions in Salesforce to enable the connection.

  • Customise Application
  • API enabled or API User
  • Read & Edit

See more details related to user permission in Salesforce here.

 Step 3: Add Saleswhale fields for tracking in Salesforce custom fields

Once you have the right user permissions, you can add Saleswhale’s fields as custom fields in Salesforce by installing this package

 We will need 2 Custom Fields to be set up in your Salesforce account. These fields will be used to update the qualified lead status in Saleswhale to Salesforce. 

  • Saleswhale Status: sw_02_status
  • Saleswhale Last Synced time: sw_01_last_synced_at

To see the custom fields in your Salesforce account for each lead/contact,  go to Salesforce -> Setup -> Field Accessibility

 

Screenshot_2019-10-24_at_2.43.53_PM.png 

See more details here

  

Step 4: Connect Salesforce to Saleswhale over our 1-click Authentication

Once you’ve added Saleswhale’s custom fields, it’s time to add your Salesforce account to Saleswhale. Follow our demo video below for a quick guide:

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See how you can do it in a step-by-step process here.

 

Step 5: Prepare a list of contact reports or lead reports in Salesforce

If you haven’t created a lead or contact report in Salesforce for Saleswhale’s campaign, you can do it in Salesforce anytime. The reports should belong to one of the following report types:

  • Leads
  • Contacts & Accounts
  • Lead with Converted Lead Information
  • Campaigns with Leads
  • Leads & Opportunities
  • Contacts & Opportunities

Screenshot_2019-10-24_at_3.01.20_PM.png 

They should also have 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

 Screenshot_2019-10-24_at_2.45.52_PM.png

See more details here.

 

*Note*

The report should have at least a first name and email of your contacts or leads. The lead’s first name should not be a number (i.e 123) and the lead’s email should have valid domain format, i.e .com.

See more details on how you can create reports in Salesforce here.

 

Step 6: Enroll your Salesforce leads to Saleswhale’s campaign

Now you can enroll your Salesforce leads to a Saleswhale campaign: 

  • From Saleswhale’s Home, go to Campaigns
  • Select the campaign you want to start the enrollment 
  • Go to Integrations
  • Click on Set Up Auto Enrolment
  • Select the Salesforce report you want to use for your campaign
  • Finish the Enrollment 

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*Note*

If your report is already enrolled in another campaign, you might see an alert, like the one shown below. We suggest to create a new Salesforce report for your campaign.

 Screenshot_2019-10-24_at_3.03.54_PM.png

Step 7: 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.

Screenshot_2019-10-24_at_3.04.47_PM.png 

You can turn off the auto enrolment anytime in the Integration Settings:

 Screenshot_2019-10-24_at_3.04.57_PM.png

 

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.

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Step 8 (optional): Let Saleswhale update information back to Salesforce

If you want Saleswhale to update your lead's status back to Salesforce, you can turn the settings on by going to Account Settings -> Integration -> Saleswhale Push

 Screenshot_2019-10-24_at_3.07.17_PM.png

 

If the Saleswhale Push is turned on, we will push the updated status of Salesforce leads enrolled in Saleswhale campaign back to Salesforce.

 See more details on how Saleswhale syncs “Do Not Contact” status back to Salesforce’s leads here.

Now you’re done. Our bots 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.

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