In order to set up your PeopleForce integration on SourceWhale simply follow these steps:

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.

Search for PeopleForce in the search bar.

Head to Settings → Open API keys (bottom of the page) → Generate API key in your PeopleForce account.

Once you have entered the API Key then click 'Activate'.

Once the integration is active, you will see a green connected box by the PeopleForce icon.

On the integrations page, you will be able to set default settings for yourself and your team.

Sync manual contact updates to PeopleForce - Automatically update PeopleForce with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Add Candidate to PeopleForce - Choose when Candidates get added to PeopleForce, 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 to option, we will only add notes to existing records in PeopleForce once a Candidate has been marked as "interested" or "replied".

Update field in PeopleForce - 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.

Here you can customise and map all PeopleForce fields to the corresponding SourceWhale variable.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬