Dealfront can natively connect to your Salesforce CRM, allowing you to send leads, create deals and opportunities, and see what companies you already have in Salesforce that have also been identified as visitors by WebVisitors!
The Salesforce integration for Dealfront is included as an option for every subscription and is available to, and controlled by, Admin users.
All Salesforce editions are supported: Unlimited, Enterprise, Professional, and Group.
For the Group Edition it is necessary to configure your Salesforce before you begin using the integration. You can find the configuration steps for your Salesforce interface at the end of this article.
Connecting Salesforce consists of three parts: Integration, Configuration, and Dealfront Setup. In this article, we'll cover part 1: Integration.
In order to integrate your Salesforce with Dealfront, you will need to have a user who is a global admin in Salesforce or at least has the write, read, update, append, and append to rights in Salesforce and is not limited by any validation, field level or record security there.
Please Note: While the company rebrand is underway you may see the names 'Dealfront' and 'Leadfeeder' used interchangeably.
STEP 1: Navigate to User Settings within Dealfront
STEP 2: Under Account and Integrations, select Salesforce.
STEP 3: Unless your team requires Sandbox testing first, choose Standard, then click Install package. You must have Admin privileges for your Salesforce instance.
To install a managed package, you need to have “Download AppExchange Packages” permission and the relevant permissions that are bound to it.
The application itself will require the following permissions.
STEP 4: Follow the steps on the screen, logging in with your admin credentials, then paying close attention to user selection. Install for All Users is typically used because this option determines who within your organisation is allowed to see the Dealfront details that we sync into your Salesforce.
Grant access to the following two third-party websites and press Continue.
STEP 5: After you have installed the Dealfront package, return to part 4 on the Dealfront setup page: choosing to send or not send visits.
Choosing to 'send visits' during your initial installation will have a significant impact on your Salesforce API usage (200 CRM records constitute one API call).
For faster execution choose 'do not send visits'. You can still enable this option later on in the integration settings.
STEP 6: To authorise the Dealfront application, click on Continue at part 5, as shown below.
When the next screen appears, click Allow. Without authorisation, your integration will not work.
Now your standard installation of the Salesforce package and standard integration is complete and the first ‘sync’ can begin.
Your initial sync can take several hours. The larger the account, the longer it will take. Don’t worry, though! You still have some set up to do before you’ll be able to use the integration fully.
Now you can continue to Configuration, shown on your integration screen as step 6. We'll guide you through how to do this in this article Salesforce and Dealfront: Configuration (2 of 3)
Note: Salesforce allows one Salesforce user token to integrate max 4 "apps".
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at firstname.lastname@example.org.