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| Info |
|---|
This document explains the steps required to connect Lead Liaison with your Salesforce.com Professional, Enterprise or Unlimited Edition account. |
| Table of Contents |
|---|
Installation Overview
Lead Liaison is installed into Salesforce.com in a few easy steps. Here's an overview of the installation process:
- Setup a CRM sync user by adding your CRM credentials into Lead Liaison.
- Install Lead Liaison's Salesforce.com package through Salesforce.com's AppExchange.
- Add fields into your Salesforce.com Lead and Contact Layouts.
- Setup Lead <> Contact field mappings in Salesforce.com.
- Use Lead Liaison's CRM configuration wizard and sync your Salesforce.com data to Lead Liaison.
Lead Liaison's Salesforce.com package will make the following changes to your Salesforce.com account:
...
Connect Salesforce.com to Lead Liaison
Follow these step by step instructions to connect your Salesforce.com account to Lead Liaison.
Step 1: Add CRM Sync User
Lead Liaison requires one Salesforce.com user account be used as a master sync account. The sync account is the account used to send data bidirectionally, from Salesforce.com to Lead Liaison and from Lead Liaison to Salesforce.com. The sync account is required for operation and has no material impact on leads, contacts, opportunities or any other event.
| Note |
|---|
Salesforce.com suggests updating passwords every 90 days. If credentials for the sync account expire then syncing between Lead Liaison and Salesforce.com will fail. We suggest using a Salesforce.com Admin user as the sync account to use with Lead Liaison. See the section below called "Salesforce.com Password Profiles" for tips on how to set the password to never expire on your Salesforce.com user account. |
Follow the steps below to enter your CRM sync user:
...
Step 2: Install Lead Liaison's Plugin into Salesforce.com
Install URL
Lead Liaison's Salesforce.com plugin is live on Salesforce's AppExchange portal. Access the plugin here: http://appexchange.salesforce.com/listingDetail?listingId=a0N30000009vFlTEAU
...
Follow the instructions below:
- After install, and to view the package contents at a later point show all installed package contents under 'Setup' > 'Installed Packages'.
- Proceed to Step 3 to integrate Lead Liaison into your layout.
...
Step 3: Add Lead Liaison's Custom Fields/Sections to your Salesforce.com Layout
| Info | ||
|---|---|---|
| ||
If you have the Enterprise or Unlimited Edition of Salesforce.com then it is optional to add these two sections. If you have the Professional Edition or Group Edition then you must add the Lead Liaison Marketing Data section to your Lead/Contact layout; however, the Lead Liaison section is optional. |
During this step you will add two sections, "Lead Liaison Marketing Data" and "Lead Liaison", to the Lead and Contact layouts.
- Open the Leads page layout by going to 'Setup ' > 'Customize' > 'Leads' > 'Object Manager > Lead > Page Layouts'.
- Click the 'Edit' link next to the Salesforce.com on the layout you'd like to add Lead Liaison's custom fields/sections to.
- You will see a page similar to the one below.
- Drag the "Section" box into the page below in the location you desire.
- In the popup enter "Lead Liaison Marketing Data" as the "Section Name". Leave "Layout" and "Tab-key Order" with the default settings unless you need to change them.
- Start dragging and dropping Lead Liaison's custom fields to the newly created "Lead Liaison Marketing Data" section.
- Keep going until you've added all of the following fields (15 in total):
- Lead Liaison Score
- Total Activity
- Total Web Visits
- Total Time Spent on Last Visit
- Last Sync to Lead Liaison Web App
- Last Web Visit
- Last Search Engine
- Last Search Phrase
- Original Referral Source
- Bounced
- Email Opt Out
- Lead Liaison Grade
- Lead Liaison Campaign
- Lead Liaison Program
- Profile ID
...
- When your section looks like the "Lead Liaison Marketing Data" section in the screen shot below click the 'Save' button to finish.
- Repeat the process of adding the new fields to your Lead Page Layout for the Contact Page Layout.
- Next, install the "Lead Liaison" section into your Lead and Contact Layout. This is a Visualforce page customized for Salesforce.com.
- Follow the screenshots below to repeat the process for both your Lead and Contact Layout.
...
- Set the following section properties:
- Click the settings icon (wrench) in the top-right of the Visualforge page (blue section)
...
- Set the Page Properties as follows:
| Info | ||
|---|---|---|
| ||
If your users cannot see the Lead Liaison Nurturing section in their Lead or Contact layout and they see an error like the one below then access permissions for the users profile needs to be modified. Content cannot be displayed: You do not have sufficient privileges to access the page: /apex/leadliaison__leadliaison_contact_custom_section You can set permissions by going to Under 'Setup' > 'Develop' > 'Pages'to Under Setup > Custom Code > Visualforce Pages make sure you set the proper security settings for the Salesforce.com profiles which should see this section.
|
Step 4: Map Lead Custom Fields to Contact Custom Fields
Next, map the custom fields added by the Lead Liaison plug-in. Mapping custom fields ensures information added to a Lead is transferred to a Contact when the lead is converted in Salesforce.com. To map fields do the following:
...
1. Go to
...
Setup
...
>
...
Object Manager > Lead > Fields and Relationships.
2. Scroll to the bottom and click the "Map Lead Fields" button in the "Lead Custom Fields & Relationships" section
...
.
3. Click on the 'Contact' Tab.
4. Map each custom Lead field to the related Contact field. Your results should look similar to the image below:
| Info | ||
|---|---|---|
| ||
Make sure to map all the custom fields added by Lead Liaison package (Lead Liaison Score, Total Activity, Total Web Visits, Total time spent on last visit, Last Sync to Lead Liaison Web App, Last Web Visit, Last Search Engine, Last Search Phrase, Original Referral Source, Bounced and Profile Identifier) |
| Info | ||
|---|---|---|
| ||
Map only the "Profile Identifier" field. Do not map the "Profile ID" field. Lead Liaison adds the Profile Identifier field automatically. This field is a formula that builds the hyperlink for the Profile ID. By mapping the Profile Identifier Salesforce.com will automatically map the Profile ID value for you. |
...
Step 5: Change Field Accessibility to Allow Syncing
| Note | ||
|---|---|---|
| ||
This section is not required for Group or Professional Editions of Salesforce.com. |
To allow Lead Liaison's software to view and interact with certain Salesforce.com fields visibility permissions must be changed for each field listed below under the respective object. Five (5) objects contain fields that need updated visibility permissions. The 5 objects are:
- Leads
- Contacts
- Accounts
- Tasks
- Opportunities
- Campaigns (if you're using them)
| Note |
|---|
These settings must be applied only to the profile of the CRM user whose account is used for automatic syncing (see 'Step 1: Add CRM Sync User' section above). |
How to Change Visibility Permissions
- Go to ' Setup'> ' Manage Users '> ' Profiles'
- Click on the profile of the CRM sync account
- Click "Object Settings". Alternatively, look under "Field-Level Security" find Find the "LeadLeads" object and click "View"on it.
- Click the 'edit' button.
- Make sure to check all the checkboxes under "Visible" (or "Read" and "Edit" columns) then save.
- Repeat the same process for the ContactContacts, AccountAccounts, Opportunity Opportunities and Task Tasks objects
Step 6: Create Custom Fields in Lead Liaison
...
Complete Lead Liaison's CRM Configuration Wizard:
Lead Liaison synchronizes data between Lead Liaison's local database and Salesforce.com in real-time. To configure your CRM settings for Lead Liaison:
- Login to Lead Liaison at https://app.leadliaison.com/login.php
- Click the Settings > Integrations > CRM
- Follow the wizard step by step to get your CRM account configurations complete
| Info |
|---|
Step 1: Select Edition and Default Sync Options |
...
- If the import ran successfully you'll see green check marks on the ensuing popup. Click the "Done" button to proceed.
| Info |
|---|
Step 4: Map Fields |
| Info | ||
|---|---|---|
| ||
Only create and map custom fields in Lead Liaison for the custom fields in SFDC that you plan to use. There is no need to create a Lead Liaison custom field for each SFDC custom field. For example, if you plan to use only 10 custom fields in SFDC for scoring, grading, nurturing, segmentation, distribution, etc. then create 10 custom fields in Lead Liaison. We suggest using the same name for the custom field in both Lead Liaison and Salesforce.com to make mapping easier. |
- In Step 4 you can map your Lead, Contact and Account fields to Lead Liaison's Standard and/or Custom fields.
- A field mapping allows Salesforce.com and Lead Liaison to share data between the mapped fields.
- It's possible to pull in only a subset of your CRM data by using the "Sync Criteria" section at the top of each mapping page. Filtering which CRM data to bring into and sync with Lead Liaison is helpful if you're using Lead Liaison for specific products or your license is limited to a certain amount of prospects. In the example below, we're pulling in only Saleforce.com Leads in the Finance and Software industry who are also in Texas.
...
| Info | ||
|---|---|---|
| ||
Lead Liaison will start importing SFDC records from SFDC to Lead Liaison. For each record type (Lead, Contact or Account) Lead Liaison makes only one query to SFDC and loads a list of records to process in Lead Liaison. The default amount of imported data per request is 500, but may vary from one edition of SFDC to another. If more records need to be imported from SFDC then the process will continue working in the background. |
| Info |
|---|
Step 6 (Final Step): Verify Data |
...
Enable Automatic Lead Creation (optional)
Lead Liaison offers the ability to automatically create a lead in Salesforce.com from visitors to your website that come from Connector (E-mail Marketing solution) or Send & Track (Microsoft Outlook Plug-in).
- Login to Lead Liaison at https://app.leadliaison.com/login.php
- Click Settings > Setup on on the top right of the page.
- Under "Admin Settings" section, click 'Account settings'.
- Check the check boxes Navigate to Account > Settings from the left side.
- Turn on the switch next to "Auto-create CRM lead from email campaignscampaigns" and "Auto-create CRM lead from Send & Track emails" to enable automatic lead creation.
...
Reference this page.
| Tip |
|---|
Congratulations, you're done! |
SFDC Custom Objects
The integration can include pushing Salesforce.com custom fields into Lead Liaison; however, does not include pushing Salesforce.com custom objects into Lead Liaison. As a workaround, the data from the Salesforce.com custom objects can be configured into a custom report and that report extract can then be imported into Lead Liaison.
...
Removing the Lead Liaison Package
- First, remove all dependencies. Dependencies must be removed first before uninstalling. For example, assigning the Lead Liaison Lead Layout to a profile is a dependency. Change the layout profile to another profile or the standard profile first.
- Inside Salesforce.com go to 'Setup' > 'View Installed Packages'. If there are any dependencies removal will fail.
Alternative Ways to Add Lead Liaison's Sections to Lead/Contact Layouts
...
#1 Assigning Lead Liaison's layout to your profiles
To view the newly created Lead Liaison fields and sections assign the 'Lead Liaison Layout' to each profile which needs to see the data.
- Open the profiles page by going to 'Setup' > 'Administration Setup' > 'Manage Users' > 'Profiles'. In this example, we'll assign the Lead Liaison Layout to the Salesforce.com 'Standard Profile'.
- Click on the 'Standard User' link.
- Under the 'Page Layouts' section under 'Lead' click the 'View Assignment' link.
- Click the 'Edit Assignment' button.
- Next to "Page Layout To Use:" select 'Lead Liaison Lead Layout' and click 'Save'.
- Now you have successfully assigned the Lead Liaison layout to your profile.
- Repeat the same procedure for the Contacts section and assign the 'Lead Liaison Contact Layout' layout to the appropriate profiles.
#2 Automatically during the "Install Package" step of Lead Liaison's Configure CRM wizard
Go to the CRM configuration wizard:
- Click Settings > Integrations > CRM
Begin by selecting your CRM version. You can find your CRM version by hovering your mouse over your browser's tab.
In Step 2 of the CRM Wizard, simply check turn in the box switch in the "Install Plug-in" section at the bottom of your screen.
| Note |
|---|
This step will add only the Lead Liaison Marketing Data section to your layout. You must manually add the Lead Liaison section (visual force page) to your layout. |
