Overview

The Salesforce Standard connector allows you to seamlessly sync your Captello prospects to Salesforce as Leads or Contacts using Automations, Fulfillment Actions, and Bulk Actions, along with the options to add them to campaigns and accounts inside your Salesforce.com instance.

For Salesforce (Professional), which allows you to have more options (such as campaign filters and creating tasks on Salesforce), refer to Salesforce (Professional).

For differences between the Professional Connector and the Standard Connector, refer to https://leadliaison.atlassian.net/wiki/spaces/LL/pages/2807562242/Salesforce+Standard#Differences-Between-Standard-and-Professional-Connectors.

Differences Between The Standard and Professional Connectors

	Standard	Professional
Can sync records to the Leads object	✅	✅
Can sync records to the Contacts object	✅	✅ (by converting leads to Contacts).
Can create opportunities for Contacts	✅	✅
Can add records to campaigns	✅	✅
Duplicate management settings	✅	✅
Time to sync records	Instantly	On sync cycles (5 minutes in between).
Can connect multiple Salesforce accounts at once	✅	⛔
Can connect sandbox accounts without Captello Support help	✅	⛔
SSO authentication	✅	⛔
Can create tasks for records	⛔	✅
2-way syncing, cross reference filters and ROI syncing	⛔	✅
Constantly syncs updates for synced records on 5-minute sync cycles.	⛔	✅
Lookup in Salesforce	Upcoming feature	✅
Can sync marketing emails to records as activities	⛔	✅ (requires the Captello plugin)
Assigning owners based on Captello owners	⛔	✅

Switching from Salesforce (Professional) to Salesforce (Standard)

To switch from Salesforce Premium to Standard, follow the steps below:

Let your Captello representative know, so they can switch your license to the Standard connector.
Disconnect your Salesforce Premium Connector.

API Information

API used: Salesforce REST API (v61.0)

Duplicate checking method: REST API running a SOQL query against the Lead and Contact objects.

Sync Flow Diagram

The following diagram shows the data flow from Captello to Salesforce.

Connecting your Salesforce Account

To connect your Salesforce account, follow the steps below:

Navigate to ‘Setup > Integrations > Connectors’

Scroll down to ‘Salesforce.com (Standard)’ and click ‘Add Account’

Login to your Salesforce account.

You can login using SSO.

The logged in users must have access to:

To sync leads:

The lead object, with read and write access to all the fields that you are syncing to.

To sync contacts:

The contact object, with read and write access to all the fields that you are syncing to.
Account object with read and write access to all the fields that you are going to sync to.

To add records to campaigns:

All the campaigns that you desire to add leads/contacts to.

Your Salesforce account is now connected.

You can add more accounts by clicking ‘Add account’ again

Mapping Fields

The mapping option is available for leads, contacts and accounts, since Captello actions can be used to create both leads and contacts.

To map your Captello fields to Salesforce fields, click on the drop-down of the intended account, and clickthe object you need to map to.

Then map your fields as desired, by adding field mappings, selecting Captello fields and selecting Salesforce fields.

Adding a Fulfillment Action to Sync Records from a Capture Form to Salesforce

In the following example, a form will be set to sync all submitted prospects to Salesforce.

From your form builder, click the gear icon, then click 'Actions (Submissions).

Select the action ‘Sync leads to Salesforce (Standard)’ from the actions drop-down

Select your Salesforce instance and other settings detailed below:

More options will appear if ‘Create new record’ is selected and when a campaign action is selected.

The account drop-down will also appear if ‘Create new Contact’ is selected.

Salesforce Fulfillment Action Settings

Select Account

The 'Select Account' Drop-down Allows you to select one of the connected Salesforce account in the connectors page (Setup > Integrations > Connectors).

Duplicate Checking

The Duplicate checking drop-down: allows you to select the duplicate checking behavior. The following options are available:

Contacts then Leads: Will check for duplicates in the contact object first, then the lead object.
Leads then Contacts: Will check for duplicates in the lead object first, then the contact object.
Contacts only: Will only check for duplicates in the contact object.
Leads only: Will only check for duplicates in the Lead object.
No duplicate check: If ‘No duplicate check’ is selected, a record will be created regardless of duplicates, given that the create action (detailed below) is to create a record.

Check duplicates by: allows you to check duplicates either by email only, or by ‘email or name’.

Email only: Checks duplicates using only email.
Email or Name: Checks duplicates by emails first and then by names.

Duplicate action: allows you to select what happens when duplicates are found (including if multiple duplicates are found).

The available options are:

Update most recently created record
Update most recently updated record
Update least recently created record
Update least recently updated record

Create Record Action

The ‘create record action’ allows you to choose between creating a lead, a contact, or not creating a record at all.

If creating a lead/contact is chosen, it will not create a record if a duplicate is found and updated according to the duplicate action selected above. However, if the duplicate check is disabled, a record will be created.

When creating a lead/contact is selected, the following settings will appear:

Use SFDC Auto Assignment Rules: When enabled, Salesforce auto assignment rules will be used to assign the owner of the record on Salesforce.
Default Owner ID: Used to assign leads to a specific owner when auto assignment rules are not used.

When creating a contact is selected, the following setting will appear:

Account action: Allows you to choose what happens to the contact in relation to the account when syncing a contact. The following options are available:

Assign to most recently created account (if existing).
Assign to most recently updated account (if existing).
Assign to least recently updated account (if existing).
Assign to least recently created account (if existing).
Always create a new account.

Create opportunity: Creates an opportunity when a contact record is created.

Campaign Action

The following campaign actions are available:

Add to Campaign (no action if existing): adds the record to the campaign and does not take an action if the record is already in the campaign.
Add to Campaign (or update status): Add to campaign, and update the status if the record already exists in the campaign.

To add leads to the campaigns, you need to fill the following textboxes:

Campaign ID: Enter the campaign ID of the campaign you desire to add the record to.

Status: Enter the desired campaign status.

Logs

Logs will show successful leads with a success status, and if a lead fails to sync, it will show the error that caused it to fail.

To access the Salesforce sync logs:

Navigate to ‘Setup > Integrations > Connectors’.
Scroll down to Salesforce (Standard).
Click on the drop-down of the desired account.
Click on ‘Logs’

Disconnecting your Salesforce Account

To disconnect your Salesforce account:

Navigate to ‘Setup > Integrations > Connectors’.
Scroll down to Salesforce (Standard).
Click on the drop-down of the desired account.
Click on ‘Revoke’