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.
Salesforce custom fields allow you to capture unique business data in Salesforce. When you create a custom field, you configure where you want it to appear and optionally control security at the field level. Learn more about creating these custom fields via Salesforce.
These fields are used to sync the status of your Saleswhale conversations to your Salesforce account, which will allow the latest email activities from your Saleswhale campaigns to reflect in Salesforce.
Required Salesforce Custom Fields
|Label||Type||Salesforce Field Name|
|Saleswhale Last Synced Time||date/time||sw01_last_synced_at|
The following is a list of the values that need to be configured when adding the 'Saleswhale Status' field in Salesforce:
|unsynced||Lead has not been imported into Saleswhale from your CRM|
|in_progress||The bot is in conversation with the lead|
|qualified||The bot has qualified the lead|
|not_interested||The lead is not interested after speaking with the bot|
|unresponsive||The lead did not respond to the bot's emails|
|stop_responding||The lead responded at least once to the bot, but did not reply to the remaining bot emails|
|bounced||The lead's email is not valid|
|human_review||The lead conversation has gone into human review and needs action|
|canceled||The conversation with the lead was canceled|
|import_error||Error occurred during import|
|not_started||Lead has been imported successfully into Saleswhale, and is queued up to be enrolled into a campaign|
|enrollment_error||Imported into Saleswhale successfully, but error occurred during enrollment|
The following is a sample of what your Lead Object with the Saleswhale Status field should look like.
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).