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Salesforce to LeadSquared Integration – Mapping and Configuration

This article takes you through step 2 of the integration process – mapping LeadSquared and Salesforce entities and fields and the data sync configurations. It’s assumed that you’ve already installed the LeadSquared to Salesforce integration connector and authenticated your user details.

If you haven’t gone through the prior integration steps, refer to these articles for an integration overview and for the installation steps –

 

Connector Version

  • V3 lets you map Salesforce Contacts, Leads, Events and Activities.
  • V4 gives you the additional functionality of mapping Salesforce Custom Objects as well. To map custom objects, see

 

Prerequisites

  • The LeadSquared to Salesforce integration package must be installed.
  • Your LeadSquared account details must be successfully authenticated in Salesforce.

 

Mapping

Let’s first look at the different entities in the Salesforce and LeadSquared systems –

Salesforce V4 Connector

For information on the data flow directions permitted for each field, see Field Mapping Restrictions.

The ‘Mapping’ tab on the LeadSquared connector (see Salesforce to LeadSquared Integration – Installation and Authentication) has 3 sub-tabs that take you through the entire mapping process – Lead Mapping, Contact Mapping and Activity Mapping.

Mapping SF to LSQ

Note: In Salesforce it is possible to have a lead and a contact with the same email address. However, in LeadSquared there are only leads and each lead always has a unique email address. When leads in LeadSquared are mapped to Leads and Contacts in Salesforce, we first search for the lead id then the email address. If we find a lead or contact, \we update the respective entity in salesforce, otherwise a new lead/contact gets created in Salesforce based on the Configuration setting Lead Mapping Object in Salesforce. You can also choose whether you want to update the lead or the contact from this setting. More information is availbale in the configuration section of this article.

 

Lead Mapping

This section deals with mapping leads between the two systems.

Lead Object Settings

First, set up the lead object settings –

  1. In your SalesForce account, in the LeadSquared connector window, click the Mapping tab
  2. Click Lead Object Settings.
  3. Enter your preferred settings.

Object settings

For example, if a particular lead field already has a value in Salesforce, it won’t be overwritten with a new value being pushed from LeadSquared to Salesforce. Data will only be populated if the lead field does not have a value in Salesforce and LeadSquared pushes a new value for that lead field.

 SettingDescription
NameYou can enter a custom name for lead mapping.
Is ActiveMakes lead mapping active when selected.
DescriptionYou can enter a custom description for the mapping.
Do not overwrite Salesforce dataClicking this checkbox ensures that lead fields are not overwritten when LeadSquared pushes data to Salesforce.
SourceIndicates the source field type in Salesforce.
TargetIndicates the source field type in LeadSquared.
FilterAllows you to filter Leads using a SQL query. Enter an SQL query and only the Leads matching the criteria will be synced between Salesforce and LeadSquared. For example, if you enter City = ‘Bangalore’, only leads and contacts from Bangalore will be synced.

Lead Field Mapping

Once you’re done with the Lead Object Settings, proceed to the Lead Field Mapping section. You’ll notice that most of the Salesforce lead fields are already mapped to the matching LeadSquared lead fields by default. You can add custom mappings by clicking the ‘add’ icon highlighted below.

Add a custom mapping

 Column Description
SalesforceAllows you to select a Salesforce lead field to map to a LeadSqaured lead field.
LeadSquaredAllows you to select the corresponding LeadSqaured lead field to map to the selected Salesforce lead field.
SyncAllows you to sync data in the inbound direction (LeadSquared to Salesforce), outbound direction (Salesforce to LeadSquared) or in both the directions.

Lead Converted to Contact/Opportunity

Let’s assume you’ve converted one of your leads in Salesforce to an ‘Opportunity’ or a ‘Contact’. If you want the equivalent of this change to reflect in your LeadSquared account, you can change the ‘Lead Stage’ in LeadSquared every time the lead changes to an opportunity or contact in Salesforce. This way you’ll know that a lead has progressed down your sales funnel in LeadSquared as well and can tweak your marketing campaigns accordingly.

To enable this setting –

  1. Click the Update Lead Conversion in LeadSquared check-box.
  2. Use the drop-down box to choose the lead stage you want to change to when a lead in Salesforce changes to an ‘Opportunity’ or ‘Contact’.
  3. Click Save.

Mapping SF lead change to LSQ lead stage

 

Contact Mapping

The contact mapping tab lets you map Contact fields in Salesforce to Lead fields in LeadSquared. You can set the Contact Object Settings first and then proceed to the Contact Field Mapping section.

The process is exactly the same as laid out in the Lead Mapping section above. Most contact fields in Salesforce are already mapped to corresponding fields in LeadSquared by default. Click the ‘add’ button highlighted below to add more rows to the grid if you wish map additional fields –

SF to LSQ contact mapping

 

Activity Mapping

This section deals with mapping Salesforce ‘Tasks’ and ‘Events’ to LeadSquared ‘Activities’.

Note: These fields will only sync in one direction – from Salesforce to LeadSquared.

Task Type Mapping

Mapping tasks- SF to LSQ

Here you can map Salesforce tasks (Call, Send Quote, etc.) to LeadSquared activities (Home visit, Meeting, etc.). You can only enable an outbound sync for tasks (Salesforce to LeadSquared. Tasks mapped to activities by default are greyed out. Click the Add icon highlighted above to add additional mappings.

Event Type Mapping

Mapping Events

You can map Salesforce events (Email, Meeting, etc.) to LeadSquared activities (Home visit, Meeting, etc.) in the same way you mapped Salesforce tasks. Remember, you can only enable these fields to sync in one direction – from Salesforce to LeadSquared.

 

Custom Object Mapping

You’ll need the V4 version of the LeadSquared Salesforce connector to map custom objects. For more information, see Mapping Custom Objects.

 

Configuration

Now that you’ve set up the mapping part, click the Configure tab on the left panel in the connector to manage the data sync preferences.

SF Connector Configs

 

Lead Data Sync Settings

 SettingDescription
Inbound Job IntervalLets you choose the time interval based on which leads will be synced from LeadSquared to Salesforce.
Lead Mapping Object in SalesforceSelect ‘Lead’ or ‘Contact’ based on whether you want to create incoming leads from LeadSquared as leads or contacts in Salesforce.
Last Successful Sync DateTimeIndicates the last instance when the data sync occurred from LeadSquared to Salesforce.
Filter Inbound Leads
Clicking the checkbox allows you to set a condition according to which leads will come into your Salesforce application. You can set a filter on any lead field. For example, if you want only leads from Bangalore to be synced with your Salesforce application, then choose the lead field ‘City’, set the operator as ‘=’ and then type in ‘Bangalore’. Only leads matching this condition will now be synced with Salesforce.

 

Initial Data Push

Clicking the Initial Data Sync button lets you start the sync between the Lead, Contact and Activity Fields you mapped between Salesforce and LeadSquared. Once clicked, the data sync begins and the button is removed from the Configuration window.

 

Schedule Lead Data Sync Settings

The Schedule Inbound Job button pulls data from LeadSquared into Salesforce based on the time interval you specify in the Inbound Job Interval setting under the Lead Data Sync Settings section.

 

Activity Data Sync Settings

SF Activity Configs.

 SettingDescription
 Inbound Activity JobLets you choose the time interval based on which activities will be synced from LeadSquared to Salesforce.
Last Successful Sync DateTimeIndicates the last instance when the data sync occurred from LeadSquared to Salesforce.

 

Schedule Activity Data Sync Job

The Schedule Inbound Activity Job button pulls data from LeadSquared into Salesforce based on the time interval you specify in the Inbound Activity Job Interval setting under the Activity Data Sync Settings section.

 

Data Sync Limitations

  • The Salesforce to LeadSquared data sync happens in real-time. The LeadSquared to Salesforce data sync happens with a delay of 15 minutes.
  • We recommend setting the job sync timings to at least 15 minutes for leads and 30 minutes for activities.