Add/Upsert a Contact/Lead Using the Salesforce API
LeadConduit’s Salesforce integration lets you Add or Upsert either a Contact or a Lead to your Salesforce instance.
Configuring the Salesforce integration requires you to enter a Salesforce username and password. That user must have Salesforce “API Enabled” permission set in its Salesforce user profile:
Best practice is to have your Salesforce Administrator create a user login and profile specifically for this purpose.
Begin by adding a Salesforce Recipient step to your flow.
You may already have a named recipient (e.g. ActiveProspect's Salesforce in the screenshot), or you may need to choose Salesforce from the Integrations section and name a Recipient if you haven't done that before.
The first time you configure a Salesforce recipient you will be prompted to authorize LeadConduit to connect with Salesforce:
On any subsequent connections, or if LeadConduit was previously connected to Salesforce, you are provided the option to use an existing connection or add a different one:
For a new Salesforce account login, you will be directed to the Salesforce Login page. Enter the credentials to be used there:
Once the user has logged in to Salesforce, LeadConduit will establish its connection with Salesforce and will prompt you to choose whether you want to create new Salesforce Contacts or create new Salesforce Leads:
For Upsert actions, you will be prompted to select an External ID field and connect the appropriate data to it to make Upsert work properly.
When Salesforce is added to your flow, LeadConduit will automatically add all the Salesforce Standard fields to your flow:
The following tables list which Salesforce Standard Fields are automatically mapped and which standard fields must be set manually (*).
|Phone||phone_2 / phone_3|
|LeadSource||LeadConduit Source Name|
* Manually set Standard Salesforce field.
In addition to the basic Salesforce fields automatically added to your flow, you may want to provide for additional Salesforce fields that are part of your Contact or Lead profile. Here, for example, is a custom field in Salesforce named Source. Note that its Salesforce field name is Source__c. You'll need that later.
These fields must be mapped manually in the step from a flow field or hard-coded value. To do that, add a field mapping. Let's map the flow's system field Source Name to the Salesforce Source. First, add a new mapping to the step and select the flow field in the left-hand column.
Next, in the right-hand column, Choose Salesforce Custom from the drop-down select list: And copy the Salesforce field name to complete the mapping. Be sure to save your flow!
That's all there is to it.