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 –
- LeadSquared to Salesforce Integration – Overview.
- LeadSquared to Salesforce Integration – Installation and Authentication.
- The LeadSquared to Salesforce integration package must be installed.
- Your LeadSquared account details must be successfully authenticated in Salesforce.
Let’s first look at the different entities in the Salesforce and LeadSquared systems –
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.
This section deals with mapping leads between the two systems.
Lead Object Settings
First, set up the lead object settings –
- In your SalesForce account, in the LeadSquared connector window, click the Mapping tab
- Click Lead Object Settings.
- Enter your preferred 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.
|Name||You can enter a custom name for lead mapping.|
|Is Active||Makes lead mapping active when selected.|
|Description||You can enter a custom description for the mapping.|
|Do not overwrite Salesforce data||Clicking this checkbox ensures that lead fields are not overwritten when LeadSquared pushes data to Salesforce.|
|Source||Indicates the source field type in Salesforce.|
|Target||Indicates the source field type in LeadSquared.|
|Filter||Allows 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.
|Salesforce||Allows you to select a Salesforce lead field to map to a LeadSquared lead field.|
|LeadSquared||Allows you to select the corresponding LeadSquared lead field to map to the selected Salesforce lead field.|
|Sync||Allows 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 –
- Click the Update Lead Conversion in LeadSquared check-box.
- 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’.
- Click Save.
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 –
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
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
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.
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.
Lead Data Sync Settings
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
|Inbound Activity Job||Choose the time interval based on which activities will be synced from LeadSquared to Salesforce.|
|Last Successful Sync DateTime||Indicates 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.
Add Sync Filter
Check the ‘Enable new filter for sync‘ setting to enable this functionality. Add conditions to filter leads and contacts you want to push between LeadSquared and Salesforce. You can filter leads/contacts based on a combination of different attributes.
- Select the Inbound Filter (from LeadSquared to Salesforce) or Outbound Filter (Salesforce to LeadSquared) tab.
- Select the Filter Field, Filter Operator, and Filter Value.
- To add another condition, click add additional row.
- If you add multiple conditions, click add filter logic to define the logic between the different conditions. For example (1 AND 2) OR (3 AND 4).
- When you’re done click Save Filter Conditions. Only leads/contacts that match your filters will now be synced between LeadSquared and Salesforce.
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.