Adding required Saleswhale Custom Fields to Salesforce


In this guide, we will look at how to add the custom fields that need to be created before connecting your Salesforce to Saleswhale and best practices. The quick way to add the required fields is to install the Saleswhale package into your Salesforce. Below are the Package Installation links and steps.

These Salesforce custom fields allow us to send Saleswhale data back to your Salesforce, including Saleswhale status and the last time the Saleswhale app interacted with your lead. These fields will also allow the latest email activities from your Saleswhale campaigns to reflect in Salesforce.



Package Installation Steps

  1. Click here to open the Saleswhale install package.
  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.


List of Required Salesforce Custom Fields

Label Type Salesforce Field Name
Saleswhale Status picklist sw01_status
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:

API Name Description
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.



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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