Adding required Saleswhale Custom Fields to Salesforce

Follow

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 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:

Value API Name Description
Unsynced unsynced Lead has not been imported into Saleswhale from your CRM
In Progress in_progress The bot is in conversation with the lead
Qualified qualified The bot has qualified the lead
Not Interested not_interested The lead is not interested after speaking with the bot
Unresponsive unresponsive The lead did not respond to the bot's emails
Stopped Responding stop_responding The lead responded at least once to the bot, but did not reply to the remaining bot emails
Bounced bounced The lead's email is not valid
Need Human Review human_review The lead conversation has gone into human review and needs action
Canceled canceled The conversation with the lead was canceled
Import Error import_error Error occurred during import
Not Started not_started Lead has been imported successfully into Saleswhale, and is queued up to be enrolled into a campaign
Enrollment Error enrollment_error Imported into Saleswhale successfully, but error occurred during enrollment

 

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).

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.