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This document explains the steps required to connect Lead Liaison with your Salesforce.com Group Edition account. |
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Installation Overview
Lead Liaison is installed into Salesforce.com in five easy steps. Here's an overview of the installation process.
- Setup a CRM sync user by adding your CRM credentials into Lead Liaison
- Install the Lead Liaison for Salesforce.com package
- Add fields to your Lead/Contact layout in SFDC
- Create custom fields in Lead Liaison
- Configure Lead Liaison 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:
- Add two new sections to your Leads and Contacts page layouts
- Lead Liaison (Native force.com module) to display activities, nurturing, scoring and grading.
- Lead Liaison Marketing Data to display important marketing information such as search phrases, total website visits and more
- Create a new layout for the Leads and Contacts pages (optional to use).
Connecting Salesforce
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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 sync account. The sync account is the account used to send data bidirectional, 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 these 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 like this:
Step 2 (Optional): Install and Configure Salesforce
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Plugin
Install URL
Lead Liaison's Salesforce.com s Salesforce plugin is live on Salesforce's AppExchange portal. Access the plugin here: http://appexchange.salesforce.com/listingDetail?listingId=a0N30000009vFlTEAU
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Obtain the package password from your Lead Liaison Revenue Performance Specialist. |
- To view the package contents at a later point show all installed package contents under Setup > Apps > Packaging > Installed Packages
Step 3: Add Lead Liaison's custom fields/sections to your SFDC layout
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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:
- Go to Setup > Object Manager > Lead > Fields and Relationships
- Click the "Map Lead Fields" button
4. Click on the "Contact" tab.
3. Map each custom Lead field to the related Contact field. Your results should look similar to the image below:
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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) |
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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. |
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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
- Go to Settings > Integrations > CRM in Lead Liaison.
- Follow the wizard step by step to get your CRM account configurations complete
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Step 1: Select Edition and whether to automatically import data for new Salesforce.com fields |
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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 Setupon 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! |
Removing Fields
Removing SFDC Custom Fields
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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 > Apps > Packaging > Installed Packages. If there are any dependencies removal will fail.