Managing leads, contracts, and messages in an enterprise can sometimes be technical, with more than one system involved. Through Salesforce integration, you can bring together two or more systems under one roof. This integration provides a simplified way to get your contracts from Salesforce to your account. From here, you can choose what contracts and data shall be sent to the integration and when this should happen. Salesforce integration is more than just simplifying your enterprise; here is a guide to enabling and using integration.
Salesforce Integration Requirement
Before integrating Salesforce management, there are some requirements you must consider.
- You must have a professional, unlimited, enterprise, or performance version of Salesforce.
- The CRM user should be a Salesforce administrator.
- The CRM user has to modify all data selected in the system administrator’s Salesforce profile.
- Turn off password expiration within Salesforce.
- The CRM user must have Marketing User privileges.
- API access should be active, a default feature of the Unlimited, Performance, and Enterprise editions. Professional editions must request API access by purchasing through Salesforce support.
Enabling Salesforce Integration
You must be an admin to enable Salesforce integration. Integrating Salesforce management allows you to create, view, and edit records directly. Whether changing fonts or automating actions with rules in Salesforce. Salesforce Certified Consultant helps you to Follow this process to enable Salesforce integration;
- On the web dashboard, click the gear icon to access the company settings. Select integrations from the menu.
- Select Salesforce from the provided integrations. Click the settings tab to turn on integration.
- Link your Salesforce account if you prefer using automated Salesforce actions.
- Click save to confirm that your Salesforce integration is enabled.
- Click on the Salesforce cloud icon to open the plugin plane.
- Log into your account.
- Click the gear to select the fields you want the dashboard to show for standard objects.
How to Use the Salesforce Integration
Before your custom object is displayed, ensure that the object is set up appropriately within Salesforce. In your Salesforce integration menu, select the custom object, and build a new relationship to the parent object if it is not there.
Still in Salesforce, create a new relationship to the custom object open the parent object Setup > Build > Customize > Account > Fields. If it is not there, create a new relationship in the Account custom fields and relationships section.
Role Access and Custom Object Visibility
For the custom object in your Salesforce settings to be visible, your user role should read, create and edit permissions. The Salesforce admin can make these changes for you. Additionally, the custom object will remain invisible if you have a standard Salesforce profile. You need a custom profile and design to assign a user to this profile.
Using Rules to Log Activities
By linking your Salesforce account, new actions appear in the rules. Access your settings and click on rules to create new rules. Choose the conditions and select the available Salesforce integration options.
- Create leads in Salesforce – creates leads in Salesforce for a mail recipient if there is none. Compatible with channels that have emails and phone contacts.
- Send tasks to Salesforce – Creates Salesforce tasks. Without contacts or leads in Salesforce, there will be no activity log.
- Send email to Salesforce – Logs messages as an activity in Salesforce.
For most enterprises, setting up, enabling, and using Salesforce integration is technical. To avoid going the long route, consider Salesforce administrators for assistance. They can get your account up and running within a few clicks. You also enjoy full-time support and maintenance.