Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Salesforce in the search bar.
Step 2
Click Activate.
When the integration is active, you will see a green connected box appear on the right-hand side of the Salesforce logo.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Do not merge with existing contacts in Salesforce: Turning this toggle on will create duplicates in Salesforce.
Don't overwrite existing CVs in SalesForce: If contact has an existing CV in Salesforce, we will not upload a new CV.
Create a new company if no existing company is found: Turning on this toggle will create a new company in Salesforce if the company doesn't already exist.
Displayed Account info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.
Displayed Account Warning: Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be possible company duplicates or similarly named companies in Salesforce.
Create notes upon: Choose for which outreach types a note is pushed in Salesforce.
Sync Settings
Set different settings for Leads/Contacts.
Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Salesforce once a Lead/Contact has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Leads/Contacts or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.
Displayed fields: Choose which Salesforce fields users can optionally tag to a Leads/Contact to push into Salesforce.
Mandatory fields: Choose which Salesforce fields must be filled to push Leads/Contacts into Salesforce.
Protected fields: Selected fields will not be overwritten in Salesforce when syncing data.
Filterable fields: Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.
Field Mapping
Here you can customise and map all Salesforce fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Salesforce.
Set different settings for Leads/Contacts
String Variables: These SourceWhale variables can only be mapped to one field in Salesforce.
List Variables: These SourceWhale variables can be mapped to multiple fields in Salesforce.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Salesforce.
You are now ready to start using your Salesforce integrations. See our article on using Salesforce with SourceWhale.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬