Once you have completed the standard integration and the configuration of Salesforce, it's time to customise 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 customised before you start using the Salesforce integration in depth.
Please Note: While the company rebrand is underway you may see the names 'Dealfront' and 'Leadfeeder' used interchangeably.
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
It’s possible to customise the data that is sent to Salesforce whenever:
A Salesforce Account is created from a WebVisitors lead
A Salesforce Lead is created from a WebVisitors lead
A Salesforce Task is created from within Dealfront
A Salesforce Opportunity is created from within Dealfront
The above is applicable to both manually-sent WebVisitors Leads, and those sent automatically via Custom Feed Automation.
In each of the above cases, the admin can customise 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).
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.
You can choose to sync contacts to Salesforce from Dealfront by enabling this setting.
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.
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.
In this section, you can define the default pipeline/stage and name for opportunities created in Dealfront.
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.
One more step and you complete your Salesforce Integration setup!
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.
What do you do next? We have some ideas. Make your integration even more powerful by sending leads to Salesforce manually or setting up automation to do it for you.
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at email@example.com.