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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:

SFAPIPermission.JPG

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.

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The first time you configure a Salesforce recipient you will be prompted to authorize LeadConduit to connect with Salesforce:

ConnectToSFPrompt.JPG

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: 

screencapture-next-leadconduit-flows-5ab1367f288e0d859aa23cb6-edit-steps-2018-04-24-13_57_19.png

 

For a new Salesforce account login, you will be directed to the Salesforce Login page. Enter the credentials to be used there:

SFLogin.JPG

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:

screencapture-next-leadconduit-flows-5ab1367f288e0d859aa23cb6-edit-steps-2018-04-24-13_57_33.png

 

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.

screencapture-next-leadconduit-flows-5ab1367f288e0d859aa23cb6-edit-steps-2018-04-24-13_58_03.png 

 

When Salesforce is added to your flow, LeadConduit will automatically add all the Salesforce Standard fields to your flow:

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The following tables list which Salesforce Standard Fields are automatically mapped and which standard fields must be set manually (*).

Common Fields
Salesforce LeadConduit
Salutation salutation
FirstName first_name
LastName last_name
Title title
Email email
MobilePhone phone_1
Phone phone_2 / phone_3
Fax fax
LeadSource LeadConduit Source Name
Description Description*

 

Lead Specific Fields
Salesforce LeadConduit
Street address_1
City city
State state
PostalCode postal_code
Country country
Company company.name
AnnualRevenue company.annual_sales
NumberOfEmployees company.number_employees
Industry company.industry
Website website
Name Name*
Latitude Latitude*
Longitude Longitude*
GeocodeAccuracy GeocodeAccuracy*
Address Address*
PhotoUrl PhotoUrl*
Status Status*
Rating Rating*

 

Contact Specific Fields
Salesforce LeadConduit
MiddleName middle_name
Suffix name_suffix
MailingStreet address_1
MailingCity city
MailingState state
MailingPostalCode postal_code
MailingCountry country
Birthdate dob
AssistantName AssistantName*
AssistantPhone AssistantPhone*
Department Department*
HomePhone HomePhone*
MailingLatitude MailingLatitude*
MailingLongitude MailingLongitude*
OtherAddress OtherAddress*
OtherLatitude OtherLatitude*
OtherLongitude OtherLongitude*
OtherPhone OtherPhone*
OtherStreet OtherStreet*

* 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.

SFCustomField.JPG

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.

MapCustomField1.JPGNext, in the right-hand column, Choose Salesforce Custom from the drop-down select list:MapCustomField2.JPG And copy the Salesforce field name to complete the mapping. Be sure to save your flow!MapCustomField3.JPG

That's all there is to it. 

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