ActivDEMAND adds some killer features to SalesForce:
- Automatic lead insertion
- Contact insertions
- Click to call
- Scheduled contact sync
- Lead scoring
Data is moved TO SalesForce one of two ways:
- Prospect does something (fills a form, downloads an asset, chats, etc) and the Sales Notification Workflow (Automation->Lead Notifications) pushes lead information into SalesForce
- User manually clicks 'post to crm' on a contact/contact history
Enter an email address that has admin login rights to your SF account.
Step 2Click the 'authenticate button next to the app'
(Web To Lead Method)
Set up your Web To Lead interface in SalesForce
Copy the OID field from your SalesForce web form.
In your ActiveDEMAND account (Administration->Account Settings), scroll down to Integrations -> Third Party Applications. Click the 'Add Application' button.
Configuring your Sales Notification Workflow
Now you will have to configure the workflow to post to SalesForce.
Open the Sales Notifications Workflow (Automation->Lead Processing->Sales Lead Notifications). In your actions you will see two SalesForce Actions:
Post to Salesforce will create a lead if a contact does not exist, update a lead if the lead exists, update a contact if a contact exists.
Create Salesforce Task will create a task for the given user
Insert these actions in your workflow
Again, the mapping in the CRM Field Mapping is used to update the data on the appropriate table when these actions are executed.
Web To Lead Method
Open the Sales Notifications Workflow (Automation->Lead Notifications). In your actions you will see this SalesForce Actions:
Post to Salesforce will post to the Web To Lead form you configured in Sales Force. There are no field mapping options for this method.
Place the action in the appropriate place in your workflow. For example: