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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:

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  1. Add two new sections to your Leads and Contacts page layouts
    1. Lead Liaison (Native force.com module) to display activities, nurturing, scoring, grading, etc.
    2. Lead Liaison Marketing Data to display important marketing information such as total website visits, last website visit, lead score, and more.
  2. Create a new layout for the Leads and Contacts pages (optional to use).

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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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:

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

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  • 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
titleOptional Installation

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. 

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Info
titleCan't See the Content?

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' make sure you set the proper security settings for the Salesforce.com profiles which should see this section. 

Step 4: Make Company Field on Lead Object not Required

  • Navigate to Setup > Leads > Page Layouts
  • Click the wrench on the Company field
  • Uncheck the "Required" box. 

This allows Lead Liaison to convert Leads to Person Accounts from an Automation action.

Step 5: 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:

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Info
titleMap Profile Identifier

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 6: Change Field Accessibility to Allow Syncing

Note
titleOnly for Enterprise & Unlimited Editions

This section is not required for Group or Professional Editions of Salesforce.com.

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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

  1. Go to 'Setup' > 'Manage Users' > 'Profiles'
  2. Click on the profile of the CRM sync account
  3. Click "Object Settings". Alternatively, look under "Field-Level Security" find the "Lead" object and click "View"
  4. Make sure to check all the checkboxes under "Visible" (or "Read" and "Edit" columns) then save. 
  5. Repeat the same process for the Contact, Account, Opportunity and Task objects

Step 7: Create Custom Fields in Lead Liaison

Note
titleAll Custom Fields are Not Necessary

It's not necessary to create an equivalent custom field in Lead Liaison for each and every custom field in Salesforce.com. Create custom fields in Lead Liaison only for the fields you need to use in your business processes, such as segmentation, nurturing, scoring, etc.

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Note, custom fields can automatically be created for you as shown in the steps below.

Step 8: Configure Lead Liaison and Sync your Salesforce.com Data

You're now done with setup inside Salesforce.com. Next, go to Lead Liaison and finalize setup from Lead Liaison's web application.

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:

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Once you are done, then your CRM configurations are complete and the bi-directional sync process between Salesforce.com and Lead Liaison will work automatically.

Salesforce.com Password Profiles

We recommend using your Administrator User for the sync account. Disable resetting of your password for your sync account by doing one of the following:

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In the end, the user will have the same profile as before except with the password expiration set to never expire.

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).

  1. Login to Lead Liaison at https://app.leadliaison.com/login.php
  2. Click SettingsSetup on the top of the page.
  3. Under "Admin Settings" section, click 'Account settings'.
  4. Check the check boxes next to "Auto-create CRM lead from email campaigns" and "Auto-create CRM lead from Send & Track emails" to enable automatic lead creation.

Setup Additional Users

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 Fields 

Removing Custom SFDC Fields

Warning
titleSteps to Take When Removing Custom Fields

Removing a custom field in SFDC will disrupt the synchronization process between Lead Liaison and SFDC.

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1. Delete custom field in SFDC and remove from SFDC lead/contact layout
2. Run Step 3 of the CRM Configuration Wizard (Import Metadata) immediately after deleting/remove custom field

Removing Lead Liaison Fields Under "Lead Liaison Marketing Data"

Any field in the Lead Liaison Marketing Data section can be renamed or removed. When removing a field in this section make sure to follow the same steps as mentioned above in the Removing Custom SFDC Fields section. Basically, run Step 3 of the CRM Configuration Wizard right away to avoid breaking the synchronization process. 

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

There are two additional ways to add Lead Liaison's sections to your Salesforce.com layout. 

  1. Assign Lead Liaison's layout to your profiles
  2. Automatically during the "Install Package" step of Lead Liaison's Configure CRM wizard (recommended for people using a standard Salesforce.com layout)

#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.

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  • 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:

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