Saleswhale & Salesforce Connection Overview

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Saleswhale utilises an OAuth connection to import and push data between both platforms.

Right now, your Saleswhale & Salesforce connection will allow:

  • Saleswhale users to manually pull in new records from your Salesforce Leads or Contacts based on the criteria constraints you set
  • Saleswhale to automatically push Saleswhale status and email activities back to Salesforce Leads or Contacts

When setting up your Saleswhale & Salesforce connection for the first time, there will be configuration to be done on your Salesforce. Our Integrations engineer will work closely with you to set things up.

For subsequent set up for your new campaigns to be able to import Salesforce leads, simply send us an email at support@saleswhale.com and our Customer Success team will get in touch to help set things up.


Common Use Cases

The Saleswhale & Salesforce connection allows you to import leads which fit a certain set of criteria from Salesforce to Saleswhale.

Your Saleswhale bot will then initiate an engagement with these leads to try to elicit a call or meeting. All emails sent or received by Saleswhale will get logged into Salesforce as Tasks prepended with "[Saleswhale][Email][In/Out]" under the Lead/Contact.

The terminal status of the engagement will also be pushed back to your Salesforce records. Based on the status, you can then decide on your next action eg. put these leads through marketing automation to further nurture your leads.


Checklist for Your Initial Connection

  1. Schedule an initial call with our Customer Success Manager & Integrations Engineer 

    The call should be attended by someone on your team who is a Salesforce admin and has the permissions to make changes on the records.

    There are two important questions that need to be answered before having your initial call.

    1. What records (Leads / Contacts) need to be brought into Saleswhale? What are the record attributes you need to import into Saleswhale? These should include attributes you wish to use in your email body, those which inform your lead routing as well as attributes needed for segmentation reporting purposes.
       
    2. Which are the campaigns that you wish to import Salesforce leads? For each of these campaigns, what are the criteria to filter the records you would like to import? ie. last interacted date > 3 months

  2. Add Saleswhale Compulsory Fields

    After you have decided which records (Lead / Contacts) you are importing into Saleswhale, you will need to create two compulsory fields in your Lead or Contact Object under Setup in Salesforce.


  3. Connect your Salesforce to Saleswhale via OAuth

    Ensure the compulsory fields are set up correctly and completed before proceeding to this step. 

    Navigate to the Integrations tab under Settings and select Salesforce under the list of Integrations.

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    Click on 'Connect' and you will be redirected to Salesforce to login.

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    Log in with your Salesforce admin credentials and upon success OAuth, you will be redirected back to Saleswhale.

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  4. Turn on Enable Push

    Turning on 'Enable Push' will enable Saleswhale to push the status and email activities back to your Salesforce records. Turning it off will not undo the information already pushed.

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  5. Add sales reps in Saleswhale app

    Saleswhale automatically maps the Lead Owner attribute in Salesforce to your sales reps field in Saleswhale (for handover of qualified leads).

    Before that can happen, you will first need to add the lead owners of your Salesforce records as sales reps into Saleswhale.

    Navigate to 'Customise Assistant' and under 'Qualified Leads Handoff', click on 'Add Sales Rep'

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    Fill in the details for your sales rep and click on 'Send'. For more info on adding calendar links for your sales reps, refer here.

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  6. Onboard your Field Mappings & Campaign Import Rules

    Next, you will need to onboard your field mappings so we will know how to map your Salesforce object attributes to Saleswhale fields.

    You will also need to onboard your import rules which are a set of constraints we use to filter the Salesforce records getting imported into your campaign.

    Your Customer Success Manager will set this up for you and you will be able to view them in your Saleswhale app.

    To view your field mappings, navigate to the Integrations tab under Settings, then select Salesforce.

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    To view your Campaign import rules, navigate to your specific campaign and click on Settings.

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    You will also be able to see how many Salesforce records fit your criteria and are available for import into the campaign.



  7. Ready for Your First Import

    You are now all set up and ready to import your first set of Salesforce records into Saleswhale!

 

 

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