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This document explains the steps required to connect Lead Liaison with your Salesforce.com Professional, Enterprise or Unlimited Edition account. |
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Determining Install Version
The Salesforce.com Connector offers various installation methods tailored to distinct use cases. The appropriate installation method should be chosen based on your specific requirements. The table below outlines the three (3) primary use cases, each represented in its own column. Should a section pertain to a particular use case, a notification box will be prominently displayed at the beginning of that section.
Lead Capture | Event Marketing | Marketing Automation | |
Install 15 custom fields into Lead and Contact Layouts used for marketing | x | x | |
Install Activity History section that shows events like web page visit, document download, etc. into Lead and Contact layout | x | x | |
Install directly using Captello’s CRM wizard with verify plugin turned OFF | x | ||
Install via Direct URL with verify plugin turned ON | x | x | |
Install via AppExchange with verify plugin turned ON | Optional | Optional | |
Use of all Fulfillment Actions | x | x | x |
Standard and Custom Field mapping | x | x | x |
Bi-directional field syncing | Optional | x | |
One-way field syncing (Captello to Salesforce.com) | x | Optional | Optional |
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:
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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.
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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:
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Once you've connected your Lead Liaison account to your Salesforce.com account successfully you'll see a success prompt similar to the one below:
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Step 2 (Optional): Install Lead Liaison's Plugin into Salesforce.com
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Only required for Marketing Automation or Event Marketing use cases. If installing for Lead Capture use the direct install URL. |
Install URL
Lead Liaison's Salesforce.com plugin is live on Salesforce's AppExchange portal. Access the plugin here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000KP72
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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.
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Step 3: Add Lead Liaison's Custom Fields/Sections to your Salesforce.com Layout
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Optional InstallationIf 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 > Object Manager > Lead > Page Layouts.
Click 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.
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Only required for Marketing Automation or Event Marketing use cases. If installing for Lead Capture then skip this step. |
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.
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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.
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4. Map each custom Lead field to the related Contact field. Your results should look similar to the image below:
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NoteMake 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) |
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Map Profile IdentifierMap 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. |
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Only for Enterprise & Unlimited EditionsThis 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)
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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
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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
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Step 1: Select Edition and Default Sync Options |
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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 Setup on the top right of the page.
Navigate to Account > Settings from the left side.
Turn on the switch next to "Auto-create CRM lead from email campaigns" and "Auto-create CRM lead from Send & Track emails" to enable automatic lead creation.
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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.
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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
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#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 turn in the switch in the "Plug-in" section at the bottom of your screen.
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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. |