In this guide, we will look at the Salesforce custom fields that need to be created before connecting your Salesforce to Saleswhale and best practices. To create these custom fields, make sure that your Salesforce account has the appropriate permissions.
These fields are used to sync the status of your Saleswhale conversations with your Salesforce instance, to make sure the latest Saleswhale status can be reflected in Salesforce.
Required Salesforce Custom Fields
The following is a list of the values that need to be configured when adding the 'Saleswhale Status' field in Salesforce:
Setting up Custom Fields
Navigate to Setup and click on the relevant Object (Lead or Contact) in Object Manager.
Click the 'New' button in the 'Fields & Relationships' tab to start creating a custom field.
Salesforce Classic users can configure new fields through the 'New Custom Field' page.
Select the correct Field Type (refer to the corresponding Type column in the table above).
Fill in the details for the field.
You can also edit the picklist Labels for the Saleswhale Status field after saving the field.
When establishing the field-level security, we suggest following your corporate policy.
You have the choice to add this field to the Layout page used by your Sales Reps.
You are now ready to connect your Salesforce instance to Saleswhale.
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.
Sitting up Field History Tracking in Salesforce
* Object Field History is only viewable in Lightning Experience from Summer 17' Release onwards, please use Salesforce Classic if your Salesforce instance is not updated and you need to view the Saleswhale Status field history.
Viewing Field History in Salesforce
With Saleswhale Status field history tracking enabled, all Saleswhale status changes can be viewed in the Lead History panel.