Group Edition

This document explains the steps required to connect Lead Liaison with your Group Edition account.

Installation Overview

Lead Liaison is installed into in five easy steps. Here's an overview of the installation process. 

  1. Setup a CRM sync user by adding your CRM credentials into Lead Liaison
  2. Install the Lead Liaison for package
  3. Add fields to your Lead/Contact layout in SFDC
  4. Create custom fields in Lead Liaison
  5. Configure Lead Liaison and sync your data to Lead Liaison

Lead Liaison's package will make the following changes to your account:

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

Connecting to Lead Liaison

Follow these step by step instructions to connect your account to Lead Liaison. 

Step 1: Add CRM Sync User

Lead Liaison requires one user account be used as a sync account. The sync account is the account used to send data bidirectional, from to Lead Liaison and from Lead Liaison to The sync account is required for operation and has no material impact on leads, contacts, opportunities or any other event. suggests updating passwords every 90 days. If credentials for the sync account expire then syncing between Lead Liaison and will fail. We suggest using a Admin user as the sync account to use with Lead Liaison. See the section below called " Password Profiles" for tips on how to set the password to never expire on your user account. 

Follow these steps below to enter your CRM sync user:

  1. Login to Lead Liaison at (use the account you'd like to use as your sync user (usually Lead Liaison Admin)
  2. Go to Settings > Connectors 
  3. Under the CRM section enter your credentials. Your password is your CRM password followed by your security token. See this post on for help finding your security token. 

If you try to connect to Lead Liaison without entering in a sync user by going to SettingsAdministration > CRM you'll see a prompt like the one below. Click the 'here' link to enter in a sync user. 

Once you've connected your Lead Liaison account to your account successfully you'll see a success prompt like this:

Step 2: Install and Configure Plugin

Install URL

Lead Liaison's plugin is live on Salesforce's AppExchange portal. Access the plugin here:


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 > DevelopInstalled Packages

Step 3: Add Lead Liaison's custom fields/sections to your SFDC layout

  • Open the Leads page layout by going to 'Setup' > 'Customize' > 'Leads' > 'Page Layout'.
  • Click the 'Edit' link next to the layout you'd like to add Lead Liaison's custom fields/secions to.
  • You will see a page similar to the one below.

  • Drag the "Section" box from the tools bar, and drop it 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):
    1. Lead Liaison Score
    2. Total Activity
    3. Total Web Visits
    4. Total Time Spent on Last Visit
    5. Last Sync to Lead Liaison Web App
    6. Last Web Visit
    7. Last Search Engine
    8. Last Search Phrase
    9. Original Referral Source
    10. Bounced
    11. Email Opt Out
    12. Lead Liaison Grade
    13. Lead Liaison Campaign
    14. Lead Liaison Program
    15. 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 
  • Follow the screen shots 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:

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 To map fields do the following:

  1. Go to 'Setup' > 'Customize' > 'Leads' > 'Fields'.
  2. Scroll to the bottom and click the "Map Lead Fields" button in the "Lead Custom Fields & Relationships" section. 
  3. Map each custom Lead field to the related Contact field. Your results should look similar to the image below:


Map Fields

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)

Map 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 will automatically map the Profile ID value for you.


Step 5: Create Custom Fields in Lead Liaison

All 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 Create custom fields in Lead Liaison only for the fields you need to use in your business processes, such as segmentation, nurturing, scoring, etc.

To create custom fields in Lead Liaison follow these instructions

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

Step 6: Configure Lead Liaison and Sync your Data to Lead Liaison

You're now done with setup inside 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 in real-time. To configure your CRM settings for Lead Liaison:

  1. Login to Lead Liaison at
  2. Click Settings > Administration tab in Lead Liaison.
  3. Click the CRM button on the left hand menu.
  4. Follow the wizard step by step to get your CRM account configurations complete

Step 1: Select Edition and Default Sync Options

  • Check the "Automatically import data for new SFDC fields (make them Active) box if you want to begin pulling in data for all new custom fields automatically. When checked, any data in a custom field created in will automatically be imported into Lead Liaison even if the field is not mapped to a Lead Liaison field. If this setting is turned off new custom fields will not be marked as "Active" in Lead Liaison by default (on the field mapping pages) and the data will not be imported into Lead Liaison. The custom field could be mapped later on; however, data import will start from the time the field is mapped and made "Active" and will not import older data. You may want to uncheck this field if you have confidential information (passwords, data, keys, etc.) which you do not want to expose to Lead Liaison or your employees. 
    • For Enterprise and Performance Editions: Make sure to configure proper permissions for all custom fields per the permission section above. If permissions are not configured properly for a custom field correct the permissions or uncheck the "Active" column on the map fields page. 
    • For Group or Professional Editions: Make sure to add the new fields to your layout. 
  • Note, this setting is turned on by default for all new accounts. 

  • Click "Save" when done.
  • When you see the success prompt click "Next" to Step 2, Install Plug-in

Step 2: Install Package

If you see an error...

If you see an error similar to the one below during Step 2 of the CRM configuration wizard then there's an issue with the visibility/permissions of the SFDC field. SFDC Group Edition requires all standard and custom fields to be added to the layout to be visible. Lead Liaison requires all SFDC standard and custom fields to be visible for Lead Liaison to communicate with your Group Edition instance. Add the field in question from the error prompt to your Lead/Contact layout and run Step 2 again to remove the error. 

Step 3: Import Metadata

  • The only standard field that Lead Liaison adds values to is the "Lead Source" field. By default, Lead Liaison's "Original Lead Source" field is mapped to's "Lead Source" field. If you do not want Lead Liaison's Original Lead Source data to be integrated with the Lead Source field then uncheck the "Deploy Lead Liaison custom Lead Source values" checkbox. If you want to separate's Lead Source and Lead Liaison's Original Lead Source values do the following:
    • Create a new SFDC Lead and Contact Custom field called "Lead Liaison Lead Source"
    • Create a new custom field in Lead Liaison called "SFDC Lead Source"
    • In Lead Liaison change the Lead and Contact field mappings:

      • Map the SFDC standard field "Lead Source" to the new custom field called "SFDC Lead Source" with bi-directional sync.

      • Map the new custom field in SFDC, "Lead Liaison Lead Source", to Lead Liaison's "Original Lead Source" field with one-way syncing from Lead Liaison to

Step 4: Map Fields

How Many?

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 to make mapping easier. 

  • 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 Leads in the Finance and Software industry who are also in Texas. 

  • Checking the "Active" box allows data to be imported from into Lead Liaison from the time the field is made Active, regardless if the field is mapped to a Lead Liaison field or not. 

  • Instead of manually creating new custom fields in Lead Liaison the fields can automatically be created by checking the "Create New" box next to the field. 

  • Note, you'll see some new SFDC fields on the left-hand side such as the ones inside the red boxes below. These SFDC fields are not Lead Liaison custom or standard fields; however, they are internal Lead Liaison fields and mapped automatically in the background. You can optionally create Lead Liaison custom fields and map this information from SFDC to Lead Liaison for any purpose. 

Step 5: Import Records


For the "Importing Data" process, Lead Liaison will start importing the SFDC records from SFDC to Lead Liaison. For each record type (Lead, Contact or Account) Lead Liaison makes only one ping 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 and load all other account info from SFDC to Lead Liaison.

Step 6 (Final Step): Verify Data

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

System Administrators can disable password expiration in two ways:

1. For all users:

Administration Setup | Security Controls | Password Policies

2. For User Profiles:

In each case, multiple users may be affected which is not recommended for security purposes. If a particular user needs to have password expiration disabled, a new profile specific for that user will need to be created:

1. Open the profile associated to the user that needs password expiration disabled.

2. Click on the 'Clone' button to create an identical profile to the user's current profile.

3. Once the new profile has been created, edit the profile and check the 'Password Never Expires' option under the Administrative Permissions section.

4. Save the profile.

5. Edit the user record and associate the user to the newly created profile.

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 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
  2. Click Settings > Setup 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.

Setting up additional users

Have each user add their CRM credentials inside Lead Liaison. Provide instructions to your users to add their CRM credentials. Adding their CRM credentials allows the Lead Liaison user to:

  1. Automatically sync leads to their account
  2. Export professional contacts to their account
  3. View contacts and leads within Lead Liaison
  4. ...and view many additional sync features

Congratulations, you're done!

Removing Fields

Removing SFDC Custom Fields

Steps to Take When Removing Custom Fields

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

Sometimes it's necessary to remove a custom field previously created in If a custom field is removed it will disrupt the synchronization process between Lead Liaison and until one of the following two events occur, whichever occurs first. 

  1. Automatically = Once at night during an automated process. 
  2. Manually = By running Step 3 of the CRM Configuration Wizard. 

To avoid a disruption in service we suggest doing the following:

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 go to 'Setup' > 'View Installed Packages'. If there are any dependencies removal will fail.