1 Overview
2 Differences Between The Standard and Professional Connectors
3 Switching from Salesforce (Professional) to Salesforce (Standard)
- 3.1 API Information
4 Sync Flow Diagram
5 Connecting your Salesforce Account
- 5.1 Minimum Required Permissions
- 5.2 Salesforce API Calls
6 Mapping Fields
7 Adding a Fulfillment Action to Sync Records from a Capture Form to Salesforce
- 7.1 Salesforce Fulfillment Action Settings
  - 7.1.1 Select Account
  - 7.1.2 Duplicate Checking
  - 7.1.3 Create Record Action
  - 7.1.4 Create Note for Record
  - 7.1.5 Campaign Action
8 Salesforce (Standard) Lookup
- 8.1 Lookup Mapping
  - 8.1.1 Map Settings
    - 8.1.1.1 Standard Schema Mapping
      - 8.1.1.1.1 Lead Field Mapping
      - 8.1.1.1.2 Contact Fields Mapping:
      - 8.1.1.1.3 Account Fields Mapping:
    - 8.1.1.2 Custom Mapping
  - 8.1.2 Setting Up The Lookup Feature on a Capture Form
9 Captello to CRM Detailed Sync Flow
10 Adding Records to Salesforce Events
- 10.1 Salesforce Event Sync in the Mobile App
11 Assigning Owner Based on Captello Users
- 11.1 Creating Required Fields
- 11.2 Building the Flow
- 11.3 Mapping Captello Custom Fields
12 Logs
13 Disconnecting your Salesforce Account
14 Sync Failure Alerts (by Email)
- 14.1 Alert Example

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 different use cases (such as campaign filters and creating tasks on Salesforce), refer to Salesforce (Professional) .

Differences Between The Standard and Professional Connectors

	Standard	Professional

	Standard	Professional
Can sync records to the Leads object
Can sync records to the Contacts object		(by converting leads to Contacts).
Syncing Notes
Adding records to Salesforce Events
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		(takes 1 working day from the time of notifying Captello support or designated representative)
SSO authentication
Ability to set a no-action outcome in fulfillment actions (ex. Update a record if existing, else, no action is taken).
Assigning owners based on Captello owners	Workaround available
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	with ability of custom mapping
Can sync marketing emails to records as activities		(requires the Captello plugin)

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.

Minimum Required Permissions

The logged in users must have access to:

API Enabled system permission
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.
To add records to events:
- View all and modify all permissions for the event object.
- Read & Write access to the event object and all of its fields.
- The following system permissions:
  - Access Activities.
  - Edit Events.
  - View all data/Modify all data

Salesforce API Calls

Here’s is a list of API calls we make for the SFDC Standard connector:

https://{loginDomainName}.salesforce.com/services/oauth2/authorize

https://{loginDomainName}.salesforce.com/services/oauth2/token

https://{loginDomainName}.salesforce.com/services/oauth2/userinfo

{instance_url}/services/data/{APIVersion}/sobjects/{objectType}/describe

{instance_url}/services/data/{APIVersion}/query/?q={query}

{instance_url}/services/data/{APIVersion}/sobjects/{sobjectName}/{recordId}

{instance_url}/services/data/{APIVersion}/sobjects/{sobjectName}/

{instance_url}/services/data/{APIVersion}/sobjects/{objectType}/{recordId}

Your Salesforce account is now connected.

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

You can also add multiple users from the same organization.

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 click the object you need to map to.

Lookup mapping is used for the capture form Lookup Feature.

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

On the mapping menu, select the Captello field on the left and the corresponding Salesforce field on the right.
For the update action, you can choose between two options:
Overwrite: This will replace the existing information with the new data.
Update if empty: This will only add data to fields that are currently empty. If a field already has a value, no changes will be made.

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.

Create Note for Record

The 'Create note' checkbox in your FA settings determines if a Salesforce Note is generated upon form submission.

Function: When checked, a new Salesforce Note is created and attached to the record in the Notes & Attachments section.

The note's content is pulled from the 'Event Notes' form field. The system uses the submitted value from the form regardless of previously submitted values.

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.

Salesforce (Standard) Lookup

The Salesforce (Standard) Lookup feature allows you to retrieve information about a lead or a contact into a capture form.

Permissions Needed:
To perform a lookup, you need read access to all objects and fields that you need to lookup.

To set up the lookup feature, follow the steps below:

Lookup Mapping

Map Settings

Start with setting up your map settings. This determines if the lookup feature will use the standard schema or the custom mapping.

Standard Schema	Custom Mapping

Standard Schema	Custom Mapping
Uses a fixed list of fields	Allows you to select any field from Salesforce Leads, Contacts and Accounts to lookup
Retrieves field values from Salesforce to Captello Standard Fields	Retrieves field values from Salesforce to Captello Standard Fields For custom fields that do not exist on Captello, you can use the fields named Text 1-20 & Large text 1-20.

Standard Schema Mapping

Lead Field Mapping

Salesforce Lead Field	Captello Field
Salutation	Salutation
FirstName	FirstName
LastName	LastName
Email	Email
Description	Description
LeadSource	LeadSource
MobilePhone	MobilePhone
Phone	Phone
Fax	Fax
Status	Status
Company	Company
Title	Title
Website	Website
AnnualRevenue	AnnualRevenue
NumberOfEmployees	NumberOfEmployees
Industry	Industry
Street	Street
City	City
State	State
PostalCode	PostalCode
Country	Country
Id	Id

Note: The user used to connect the Salesforce account needs to have read access to the listed fields for Captello to be able to retrieve them.

Contact Fields Mapping:

Salesforce Contact Field	Captello Field
Salutation	Salutation
FirstName	FirstName
LastName	LastName
Email	Email
Title	Title
MobilePhone	MobilePhone
MobilePhone	MobilePhone
HomePhone	HomePhone
Description	Description
LeadSource	LeadSource
Fax	Fax
MailingCity	City
MailingCountry	Country
MailingPostalCode	Zipcode
MailingState	State
MailingStreet	StreetAddress
Id	Text1
OtherCity	Text2
OtherCountry	Text3