Follow the steps below to integrate your Salesforce with SourceWhale:
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 and you will be prompted to login to your Salesforce Account.
When the integration is active, you will see a green connected box appear on the right-hand side of the Salesforce logo.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Sync manual contact updates to Salesforce - Automatically update Salesforce with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Salesforce.
Adding to Salesforce
Add Candidate/Contact/Lead to Salesforce - Choose when Candidates/Contacts/Leads get added to Salesforce, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.
Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Candidate/Contact/Lead to option, we will only add notes to existing records in Salesforce once a Candidate/Contacts/Lead has been marked as "interested" or "replied".
Candidate/Contact/Lead Fields
Displayed Fields - Choose which Salesforce fields users can optionally tag to a Candidate/Contact/Lead to push into Salesforce.
Mandatory Fields - Choose which Salesforce fields must be filled to push Candidate/Contact/Lead into Salesforce.
Update field in Salesforce - You can choose "Always update" or "Only update if Blank":
Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.
Only update if Blank will only update when the field is empty and won't overwrite any existing data.
Advanced Settings
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.
Activity Notes
Here you can choose which activities will create notes in Salesforce.
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Salesforce.
Contact Fields
Here you can customise and map all Salesforce fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Salesforce.
General Settings
Displayed Company Information
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/Lead when there may be possible company duplicates or similarly named companies in your CRM.
Flagged data removal
Remove flagged email addresses - If you flag an email address in SourceWhale, it will be removed from any contacts in Salesforce that have the address.
Remove flagged phone numbers - If you flag a phone number in SourceWhale, it will be removed from any contacts in Salesforce that have the address.
Advanced Setting
Don't overwrite existing CVs in Salesforce - If a 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.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬