Salesforce Integration

Salesforce provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

With the Salesforce integration enabled, accounts on all plans can manually create new Sales accounts from Store Leads domains. Existing Sales accounts can also be manually updated.

Accounts on the Pro or Elite plans can also:

  • Automatically create new Salesforce accounts for any new stores on a list.
  • Export domains to a CSV file that is compatible with Salesforce CSV import. This is useful for initially creating accounts in Salesforce or for manual bulk updates.

Requirements

You will need the following to enable the Salesforce integration.

  • To connect to Salesforce with a user account that has permission to use the Salesforce API. You may wish to create a Salesforce API user for this purpose.
  • The Account object in Salesforce must have the following fields visible to the API user. You may need to set field-level permissions so that the fields are visible to the API user.
    • Website
    • AccountSource
    • IsDeleted

Enabling the Salesforce Integration

  1. To enable the Salesforce integration, visit the Integrations page in the Dashboard and click on Salesforce.

    Salesforce Integration Summary
    Salesforce Integration Summary.
  2. You'll see a page that summarizes the Salesforce integration. Click the enable button to proceed.

    Enable Salesforce Integration
    Enable Salesforce Integration.
  3. At this point, you may be asked to login to your Salesforce instance. You'll also be asked for permission to allow Store Leads to manage data in your Salesforce instance. You must approve this request in order to use the Salesforce integration.

    Once you approve the request, your Salesforce integration will be enabled. As soon as the integration is enabled, we scan your Salesforce instance to see if there is any overlap between accounts in Salesforce and domains in the Store Leads database.

Disabling the Salesforce Integration

If you wish to deactivate the integration, simply click the disable button.

Disable Salesforce Integration
Disable Salesforce Integration.

Fields Mappings For Salesforce Accounts

Store Leads will not send any data to Salesforce until you configure field mappings. Field mappings determine which Store Leads data is written to specific fields in Salesforce Accounts.

To configure these field mappings, visit the Integrations page, click Salesforce and go to the Account Field Mappings section.

Salesforce Account Custom Fields
Salesforce Account Custom Fields.

You may need to create new Account fields within Salesforce Setup to accomodate Store Leads data. Be sure to configure field-level permissions so that the field is visible to the connected account.

Manual Creation of Salesforce Accounts

The Salesforce integration allows you to manually create accounts in Salesforce from Store Leads domains. To do so, open the Salesforce integration menu by clicking on the Salesforce icon in the integration bar (which is in the top right corner of the page when you are looking at domain details in Store Leads).

Integration Bar
Integration Bar.

As long as the domain does not already exist in Salesforce, you'll be given the option to create a Salesforce Account for the domain.

Create Salesforce Account
Create Salesforce Account.

As soon as you click Create Salesforce Account, Store Leads will create a new Salesforce account for the domain and set all the standard and custom fields configured for the integration.

Manual Update of Salesforce Accounts

When you're looking at a domain in Store Leads that already exists as a Salesforce Account, the Salesforce integration menu allows you to Open in Salesforce (which opens the Salesforce Account in a new browser tab) and Update Salesforce Account. Clicking on the latter will immediately update the Salesforce Account with all standard and custom fields configured for the integration.

Update Salesforce Account
Update Salesforce Account.

Bulk Creation of Salesforce Accounts (via CSV Import)

To bulk create new Salesforce Accounts, use the Store Leads Export tool and select the Salesforce Account CSV format.

Salesforce Account CSV Export Format
Salesforce Account CSV Export Format.

If the export file contains less than 50,000 records, use the Salesforce Data Import Wizard.

If the export file contains more than 50,000 records, use the Salesforce Data Loader.

Automatic Salesforce Account Updates On New Store Leads Data

Often, you'll want to keep the data you store in Salesforce in sync with the latest data on Store Leads. We can automatically update all your Salesforce accounts as soon we publish new data (done weekly, typically on Mondays or Tuesdays).

To enable automatic Salesforce updates on weekly data updates, visit the Salesforce section of the Integrations page and enable the following option.

Salesforce Weekly Data Enrichment
Salesforce Weekly Data Enrichment.

Note: this feature is only available to accounts on the Pro or Elite plans.

Automatic Salesforce Account Updates On Changes within Salesforce

If a new Account is created or updated within Salesforce (e.g., manually creation in the Salesforce UI), you'll probably want us to automatically update the new Account with all our available data.

To enable automatic Salesforce updates on all account changes, visit the Salesforce section of the Integrations page and enable the following option.

Salesforce Update Data Enrichment
Salesforce Update Data Enrichment.

Note: this feature is only available to accounts on the Pro or Elite plans.

Automatic Salesforce Account Creation On New Store Leads Data

New Salesforce accounts can automatically be created during our weekly data updates for any new stores on a list.

To enable this functionality, go to any list and check the following option:

Create New in Salesforce
Create New in Salesforce.

Every week, as soon as we complete our data update, we'll find all lists that have this option enabled. We then find all stores on the list and a new Salesforce account will be created for all stores that do not already exist in Salesforce.

As an example, you can define a list as a saved search that contains all stores with at least 250,000 Instagram followers. By enabling this option on the list, you can ensure that your Salesforce instance will include all accounts that have at least 250,000 Instagram followers (both now and in the future).

Note: this feature is only available to accounts on the Pro or Elite plans.