Salesforce Integrations Set-Up
Setting up your integration with Salesforce is a simple process. Check out the steps below:
Step 1
Log in to your Salesforce account.
Click on the settings icon on the upper right hand corner and select ‘Service Setup’
On the left hand side, search for ‘App Manager’ in the search bar and click on ‘App Manager’
On the App Manager Page, click on ‘New Connected App’
This will open up a ‘New App Form’, similar to the below image.
Type Connected App Name as ‘SuperReach Salesforce Integration’
Type API Name as ‘SuperReach_Salesforce_Integration’
Add your contact email
Step 2
Once you've received your credentials, follow these steps:
Head to your Administration Page
On the left-hand menu, select Integrations.
Select Salesforce and Connect.
Add your API details and let your Onboarding Manager from SuperReach know.
SuperReach will connect your integration, and you're ready!
Sync Features
After connecting Salesforce to SuperReach, you can head to integration settings to customise your integration. Click Integrations in the Administrator module, and click the cog icon on the Salesforce card. See the image below.
A new page will open called Manage Your Salesforce Integration. Here you can:
Manage field mappings
Manage note mappings
Field Mapping
As part of the integration, we offer field mapping to create a seamless integration experience. We provide a number of default mappings, but you can also add additional custom field mappings for deeper integration. Fields are mapped per contact type (Candidate, Client Contact, or Lead).
We will automatically add your fields once you've completed your Salesforce setup. For example, First Name, Last Name, and Job Title. You can choose which fields on SR these map to, and once mapped; we can pass information seamlessly between the two systems.
You can deactivate SuperReach fields if they do not apply to your business. *
*You cannot deactivate First Name, Last Name or Employer. These fields are mandatory in SuperReach to be able to create a contact.
Mandatory fields
To ensure you control the data quality being added to your CRM, you can choose which fields are mandatory when your sales team adds contacts. These rules will not apply when adding contacts to SuperReach.
So, if you have best practice processes in place which dictate that contacts must be skilled up before adding to the CRM, we help you enforce that. The mandatory field validation will only appear when a user tries to add a contact to your CRM.