In this article understand how simple it is to integrate your Salesforce CRM with Dealfront, how to configure the integration and how to customize the information that gets shared between Dealfront and Salesforce.

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Dealfront and Your CRM Data

By integrating Salesforce with Dealfront, you can choose to push the Dealfront data we have about each connected company or contact directly into your CRM.

Your CRM data is your proprietary information. You have complete control over your Salesforce integration setup and can select automatic or manual connection.

Dealfront can natively connect to your Salesforce CRM, allowing you to send leads, create deals and opportunities from Leadfeeder, 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.

Integration Set Up

Connecting Salesforce and Dealfront is super easy! Follow the steps below to set up the integration.

STEP 1: Navigate to your Account settings by clicking on the gear ⚙️ icon at the top right of the app.

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.

Please note: Step 5 below is only applicable and visible to accounts with a Web Visitors Identification (WVI) Solution subscription or Web Visitors Identification (WVI) Solution + Sales Intelligence (SI) Solution subscription. SI only subscriptions will not see the page visit options.

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 authorize the Dealfront application, click on Continue at part 5, as shown below.

When the next screen appears, click Allow. Without authorization, 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.

Please note: Salesforce allows one Salesforce user token to integrate max 4 "apps".

Please note: The Configuration section below is only applicable for accounts that have a Web Visitors Identification (WVI) Solution subscription or Web Visitors Identification (WVI) Solution + Sales Intelligence (SI) Solution subscription. SI only subscriptions should not go through that process.

Configuration

Once you have connected your Salesforce organization to Dealfront it's time to configure Salesforce a bit. The configuration allows you to see all the information Dealfront sends to your Salesforce organization.

First Steps

You will need to ensure that within the Contact object in your Salesforce organization, the Field 'Lead Source' (internal name LeadSource) will be visible for at least the system admin.

To do this, first navigate to the Object Manager > Contact > Fields & Relationships. Select Lead Source.

At the top of this window, click on the button Set Field-Level Security.

To set the visibility for this field, check the box to enable the required 'System Administrator'. Save your new settings.

Dealfront adds new fields to the Accounts, Leads, and Opportunities sections of Salesforce. The configuration within Salesforce is as simple as dragging and dropping these new fields into your object templates.

These fields are available for both the Lightning UI and the Classic UI. The difference is where you find the template settings. The steps are very similar for each object! Refer to the drop downs below:

Lightning UI

Accounts

Dealfront integration introduces two new fields for Accounts: View in Leadfeeder and Latest Leadfeeder Visit. It also makes a Leadfeeder visits-related list visible.

STEP 1: Navigate to Setup and then Object Manager

STEP 2: Select Account and click Page layouts. Select a layout from the list and click Edit. If you see multiple layouts you can check which one is in use by clicking Page Layout Assignment.

In the Fields section you will see two new fields: Latest Leadfeeder Visit and View in Leadfeeder:

Drag and drop each field at a time to the Account Detail section. Once you drop them you will see the fields in their new location:

STEP 3: Go back to the top layout edit menu and click Related lists, you will notice a new list called Leadfeeder Visits:

STEP 4: Drag and drop the Leadfeeder Visits list down to the Related Lists section. Once you drop the list you will see the list in its new location:

STEP 5: Save the layout changes:

Leads

Dealfront's integration introduces two new fields for Leads: View in Leadfeeder and Latest Leadfeeder Visit. It also makes a Leadfeeder visits -related list visible.

STEP 1: Navigate to Setup -> Object Manager -> Lead

STEP 2: Select a layout from the list and click Edit. If you see multiple layouts you can check which one is in use by clicking Page Layout Assignment:

STEP 3: Select Page layouts from the list on the left.

In the Fields section you will see two new fields: Latest Leadfeeder Visit and View in Leadfeeder:

Drag and drop each field at a time to the Lead Detail section. Once you drop them you will see the fields in their new location:

STEP 4: Go back to the top layout edit menu and click Related lists, you will notice a new list called Leadfeeder Visits:

STEP 5: Drag and drop the Leadfeeder Visits list down to the Related Lists section. Once you drop the list you will see the list in its new location:

STEP 6: Save the layout changes:

Opportunities

Dealfront's integration introduces two new fields for Accounts: View in Leadfeeder and Latest Leadfeeder Visit.

STEP 1: Navigate to Setup -> Object Manager

STEP 2: Select Opportunity
STEP 3: Select a layout from the list and click Edit. If you see multiple layouts you can check which one is in use by clicking Page Layout Assignment.
STEP 4: Click Page Layout from the list on the left.

In the Fields section you will see two new fields: Latest Leadfeeder Visit and View in Leadfeeder:

Drag and drop each field at a time to the Opportunity Detail section. Once you drop them you will see the fields in their new location:

STEP 5: Save the layout changes:

Alright, everything's set up!

Classic UI

Accounts

Dealfront's integration introduces two new fields for Accounts: View in Leadfeeder and Latest Leadfeeder Visit. It also makes a Leadfeeder visits -related list visible.

STEP 1: Go to any Account and click Edit layout.

In the Fields section you will see two new fields: Latest Leadfeeder Visit and View in Leadfeeder:

Drag and drop each field at a time to the Account Detail section. Once you drop them you will see the fields in their new location:

STEP 2: Go back to the top layout edit menu and click Related lists, you will notice a new list called Leadfeeder Visits:

STEP 3: Drag and drop the Leadfeeder Visits list down to the Related Lists section. Once you drop the list you will see the list in its new location:

STEP 4: Save the layout changes:

Leads

Dealfront's integration introduces two new fields for Leads: View in Leadfeeder and Latest Leadfeeder Visit. It also makes a Leadfeeder visits-related list visible.

STEP 1: Go to any Lead and click Edit layout.

In the Fields section you will see two new fields: Latest Leadfeeder Visit and View in Leadfeeder:

Drag and drop each field at a time to the Lead Detail section. Once you drop them you will see the fields in their new location:

STEP 2: Go back to the top Layout edit menu and click Related lists, you will notice a new list called Leadfeeder Visits:

STEP 3: Drag and drop the Leadfeeder Visits list down to the Related Lists section:

STEP 4: Once you drop the list you will see the list in its new location:

STEP 5: Save the layout changes:

Opportunities

Dealfront's integration introduces two new fields for Opportunities: View in Leadfeeder and Latest Leadfeeder Visit.

STEP 1: Go to any Opportunity and click Edit layout.

In the Fields section you will see two new fields: Latest Leadfeeder Visit and View in Leadfeeder:

Drag and drop each field at a time to the Opportunity Detail section. Once you drop them you will see the fields in their new location:

STEP 2: Save the layout changes:

Enabling the Leadfeeder Visits Tab

STEP 1: In the top menu, click the plus sign:

STEP 2: Click the button Customize My Tabs:

STEP 3: In the Available Tabs look for Leadfeeder Visits and click it to get it selected, then click the Add button:

STEP 4: Leadfeeder visits will be now show under Selected Tabs, you can now click the Save button:

STEP 5: Leadfeeder Visits will be now visible in the top menu:

Alright, everything's set up!

Now that you have all of the Leadfeeder fields set up in Salesforce it's time to customize what gets shared between Dealfront and Salesforce.

Where Can I See My Leadfeeder Data in Salesforce?

You will be able to see your Leadfeeder visit data in the Accounts, Leads, and Opportunities sections of Salesforce.

In the example below we're in the Accounts section. You can see the history for that company under the 'Leadfeeder Visits' section and click through to view all.

Next to each visit you will be able to see when the visit took place, along with the number of pageviews, duration of the visit, how they came to your site and any keywords relevant to their visit.

Customization

Once you have completed the standard integration and the configuration of Salesforce, it's time to customize what information gets shared between Dealfront and Salesforce! You can also set up defaults and custom fields if needed.

You will want to make sure all of your settings are customized before you start using the Salesforce integration in depth.

What Do We Sync From Salesforce into Dealfront

At a minimum, you need to sync at least the Account and for that, the attributes we sync from your Salesforce to Dealfront include:

1) Name of the Account,

2) Domain name of the Account, and

3) Account owner.

We keep all this data in encrypted form and nobody has access to them.

Sending Data From Dealfront to Salesforce

Whenever you are sending data to your CRM for Accounts , Leads, Contacts, Tasks and Opportunities, you can configure what data will be sent for the newly created records. You can also refer to this article.

The admin can customize which fields from Dealfront are sent, and which fields they are mapped to on the Salesforce side (including custom fields).

All of your customization options will be in your settings, under Account, Integrations, and Salesforce. Under the “Sync settings” heading, each of the accordions for Accounts, Leads, Tasks, and Opportunities shows a table similar to this when expanded:

By default, the table is populated with the standard fields we send to entities of that type (for some entities such as Tasks and Opportunities, it is empty by default).

Accounts

When it comes to accounts, there are four standard fields: Industry, Number of employees, Website, and Company description. You can edit these fields if you want the data sent to another field in Salesforce.

Additionally, if you have a validation in Salesforce that requires the field to be set (and in case Dealfront doesn’t have the data for a particular field), you can edit the field and set a default value:

You can also add custom fields for accounts. All available fields are listed here.

When a Salesforce account is created by Dealfront, it’s possible to send a hard-coded value to a certain Salesforce field. In that case, it is enough to select the “source” dropdown as earlier, type a custom value, and press enter:

After that, select a destination field as usual, and click Add to create the field mapping.

Each Dealfront field should have a destination field selected. The list of destination fields includes both standard and custom Salesforce fields and is synced daily. If the field was added recently and the field isn’t listed, you can manually trigger a sync from Salesforce integration settings in Dealfront.

Contacts

You can choose to sync contacts to Salesforce from Dealfront by enabling this setting.

Leads

When creating new Salesforce leads in Dealfront, you can give them default lead first and last name.

There are seven standard fields available: Email, Title, Country, City, Region, Industry, and Number of employees. You can see custom fields listed here.

It is also possible to add custom field mappings to Leads in a similar manner as described above for Accounts.

Also with leads, it’s possible to define hard-coded values as well: type wanted the custom value to “source” field and press enter:

After that, select a destination field, click Add to create the field mapping.

Tasks

For each Salesforce task created in Dealfront, you can define default task status and priority. For tasks, you can use custom fields (available fields listed here) or create hard-coded values in the same way as for accounts and leads.

Opportunities

In this section, you can define the default pipeline/stage and name for opportunities created in Dealfront.

Please note: If you don’t see a pipeline or stage listed that was created recently, please run manual sync and the information will be available.

You can choose to send Dealfront data to custom fields (available fields listed here) or create hard-coded values in the same way as for accounts and leads.

User matching

One more step and you complete your Salesforce Integration setup! This step is not required as the user matching is done automatically based on the email address in Dealfront and your CRM system, but it is advised to review this section and make sure that all users are mapped to their CRM users.

User matching between Salesforce and Dealfront shows under the User Matching tab. Make any adjustments needed for your users here.

Pat yourself on the back. You have completed all of the setup required for your Salesforce integration. Nice job!

Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.

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