SalesForce+ | Setup

Article Overview

This article walks users through enabling the SalesForce marketplace integration for your account. Additionally, details regarding each page of the SalesForce+ integration configuration wizard.

Note: users must have Owner/Admin access in order to edit options shown in this article. Additionally, users looking to enable this integration must have SalesForce admin/system administrator login credentials.

Part 1: Create an API Key

In order to use the SalesForce+ integration, you'll first need to generate an API key within SalesRabbit.

• From the SalesRabbit Web App, navigate to "Integrations" -> select "API Keys".
• Next, click "Add API Key" in the upper right corner.

• Name the new API key (ex: "SalesForce") -> click "Create".

• A new API key will be generated on the page.
• "Copy" the new key for the next steps.
  • Note: visit the API Key article for more information on managing API Keys.

Part 2: Configure your SalesForce+ Instance

This part demonstrates how to add an instance of the SalesForce+ marketplace integration to your account.

• From the SalesRabbit Web App, navigate to "Integrations" -> click "Marketplace" -> select "All Integrations".
• Locate the SalesForce+ tile -> click "Add Instance".

• Page 1 - Authentication: allows users to integrate using a SalesRabbit+ API Key and SalesForce login credentials.
  • Connect SalesRabbit:
    • Note: you will need the copied API Key created during Part 1 of this article to proceed.
    • Click "New Authentication".

• • • Name your authentication (optional).
    • Under "Access Token", paste the copied API Key from Part 1 -> click "Create".

• • Connect SalesForce:
    • The SalesForce integration uses 0Auth 2.0. Simply login to your SalesForce with the account you wish to authenticate. Use the same browser on a separate tab.
      • Note: ensure the Authentication used has access to the objects and fields used in this integration or the integration may not function properly.
    • Click "New Authentication" -> enter an authentication name -> click "Create".
    • Users will be able to login to their SalesForce account from here.

• • After connecting a SalesRabbit+ API Key and your SalesForce account, click "Next" to move onto the next page of the configuration.

Part 3: SalesForce Marketplace Configuration Wizard

This section will walk users though navigating the SalesForce+ marketplace configuration wizard. These options are also editable after the initial integration setup. 

• Page 2 - Record Types:
  • Record Type Selection:
  • Select the record type(s) you want to use with the integration.
  • SalesForce Record Types:
    • Lead: will create a lead in SalesForce.
    • Opportunity: will create an opportunity in SalesForce.
    • Custom Objects: when enabled, opens up the SalesForce Custom Objects table. This table includes drop-downs that will list all custom objects from the authenticated SalesForce account. Note: up to 3 custom objects can be selected.
  • Select the SalesRabbit user that should be the "default" user for creating records in SalesForce.
    • The integration will first try to assign the record to the SalesRabbit Lead Owner based on their External ID in SalesRabbit. If the External ID is blank or doesn't include a valid SalesForce User ID, it will fallback to using that user's email. If no SalesForce user has the same email, the integration then fallsback to this "default" owner.
  • Click "Next" to move onto the next page of the configuration.
• Page 3 - Users & Formatting:
  • Users: when records are created and assigned, the integration will attempt to find the SalesRabbit "lead assignee" in SalesForce. It will use a series of logical assumptions to do so, but will begin to use different fallbacks if unsuccessful.
  • "Automatically Synchronize Users": selecting this option will automatically link your users in SalesRabbit+ and SalesForce together using external IDs.
    • Note: DO NOT USE this option if using the SalesRabbit User External ID for other ID storage; as this option will overwrite that field. The sync will occur after completing the configuration. new users are automatically linked after submitting a lead (if the user's email is found in both platforms).

• • SalesForce Formatting: SalesForce allows customers to customize the formatting of Country and State/Region fields. If you have made changes to this in your SalesForce account, then you will need to change the formatting on this page.

• • Click "Next" to move onto the next page in the configuration.
• Page 4 - Configuration (Leads):
  • Note: this page only appears when only the "Leads" options has been selected on Page 2 of the configuration.
  • Status Mapping: use the "+ Add Mapping" button to generate dropdown fields and map your SalesRabbit+ lead statuses to SalesForce lead statuses.

• • Field Mapping: select whether or not to use the Default Standard Field Mappings (First Name, Last Name, Street Address...) and/or Custom Field Mappings.
  • Lead Source: use the dropdown field to select a Lead Source for newly created leads in SalesForce.

• • Lead Features: select additional lead features you would like to use.
    • Notes - Lead: adds SalesRabbit notes as "Content Notes" for the SalesForce lead.
    • Files - Lead: adds attached files from the SalesRabbit Lead to the SaleForce lead.
      
      • When enabled, choose whether duplicates (submitting a lead multiple times to SF) should override files with the same name in SalesForce, or ignore them.
    • Appointments - Lead: create an Appointment in SalesForce from appointments on the SalesRabbit lead.
      • When enabled, use the dropdown to select how long the appoints will be when created in SalesForce.

• • Click "Next" to move onto the next page in the configuration.
• Page 5 - Lead Conversion:
  • Note: this page only appears when only the "Leads" and "Opportunity" options have been selected on Page 2 of the configuration.
  • Lead Conversion:
    • Use the "+ Add SalesRabbit Status" button to generate a list of SalesRabbit lead status(es) that should convert the SalesForce lead into a SalesForce opportunity. When a lead in SalesRabbit is set to the chosen status(es), the associated lead in SalesForce will create an opportunity tied to that SalesForce lead.
    • Note: if using this feature, you should create safeguards to prevent reps from logging an incorrect status, and inadvertently creating an Opportunity, Account, and Contact automatically in SalesForce.

• • Click "Next" to move onto the next page in the configuration.
• Page 6 - Field Mapping (Lead):
  • This page allows users to map SalesRabbit fields to SalesForce fields. Currently, the only "Sync Direction" supported is "Send". Bid-Directional syncing is planned for future versions.
  • Standard Field Mapping Configuration:
    • Note: this option will only appear if you deselected "Default Standard Field Mappings" on Page 4 of the configuration.

• • Custom Field Mapping Configuration:
    • Note: Custom field mapping will only appear if you selected "Custom Field Mappings" on Page 4 of the configuration.

• • Click "Next" to move onto the next page in the configuration.
• Page 7 - Configuration (Opportunity):
  • Note: this page only appears when only the "Opportunity" option was selected on Page 2 of the configuration.
  • Stage Mapping: use the "+ Add Mapping" button to map SalesRabbit lead statuses to SalesForce opportunity stages.
  • Field Mapping: when enabled, use the next page (8) of the configuration to map custom fields to opportunity fields.
  • Opportunity Features:
    • Notes - Opportunity: when enabled, adds SalesRabbit notes as "Content Notes" for the SalesForce Opportunity.
    • Files - Opportunity: when enabled, adds files from the SalesRabbit lead to the SalesForce Opportunity. Select whether duplicates (submitting a lead multiple times to SalesForce) should override files with the same name in SalesForce, or ignore them.
    • Appointments - Opportunity: when enabled, creates an appointment in SalesForce from appointments on the SalesRabbit lead. Use the dropdown to select how long the appointments will be when created in SalesForce.

• • Click "Next" to move onto the next page in the configuration.
• Page 8 - Field Mapping (Opportunity):
  • Note: this page only appears if "Custom Field Mapping" on Page 7 was selected.
  • Use the "+ Add mapping" button to map your SalesRabbit custom fields to your SalesForce opportunity fields.

• • Click "Next" to move onto the next page in the configuration.
• Page 9 - Custom Object Mapping:
  • Note: this page only appears when only the "Custom Object" option was selected on Page 2 of the configuration.
  • This page will populate with a mapping table for each of the Custom Objects chosen in Page 2. Here you can map SalesRabbit fields to SalesForce Custom Object's fields.

• Click "Finish" to save and apply any changes made in the configuration wizard.

Pro Tips

• Currently, the only supported "Sync Direction" is "Send". Future versions will add the ability to sync from SalesForce back to SalesRabbit.