Connection and setup
Connect
Go to our integrations view to start setting up Salesforce:https://app.andsend.com/integrations
Click "Connect" under Salesforce
After clicking "Connect", a popup will open where you can select to setup Salesforce in a "Sandbox" or "Production" environment. Sandbox is for testing purposes, most should choose "Production".
Click continue, you will be directed to the Salesforce login page
A login screen will appear asking you to sign in to your CRM. The system will not ask for your credentials if you are already logged in
You will be redirected back to Salesforce field mapping view in Andsend
Field mapping
The field mapping view is where the user that is integrating Salesforce decides which Andsend prospect field that should be mapped to which Salesforce Lead/Contact/Account field. The user also decides whether they want prospects to appear as Leads or Contacts+Accounts in Salesforce.
Map Andsend fields to your desired Salesforce fields. Each field can be changed to a different field on your Salesforce side. The chosen fields allow you to determine which Salesforce field will get enriched by Andsend.
If there are any missing fields in Salesforce: Create the fields in Salesforce, refresh Andsend, and the fields will show up.
Configuration
On the right side of the screen, you have the configuration view. Turn on/off each switch to your desired configuration.
An On/Off switch, deciding whether prospect data should be synced between Andsend and Salesforce or not.
An On/Off switch, deciding whether sent emails and executed LinkedIn touchpoints in Andsedn should sync to Salesforce as activities or not.
An On/Off switch, deciding whether activities that are being synced should include the contents of the messages sent by the Andsend user.
Synchronization
When a prospect is purchased in Andsend it is synced to Salesforce (if the settings-switch for this has been turned on). The synchronisation mechanism will first try to find a matching Lead/Contact/Account in Salesforce and connect the Andsend prospect with that if it exists. If the entity couldn’t be found in Salesforce, Andsend will create a new Lead/Contact/Account in Salesforce. The prospects are synced one by one and in respect to API rate limits or quotas that Salesforce Provides.
When a contact is synced to Salesforce the Andsend integration will assign the owner in Salesforce based on the email address in Andsend. If Andsend finds a Salesforce user with the same email address as the user that has chosen a prospect in Andsend, it will be the same user that becomes owner in Salesforce. If Andsend doesn’t find a matching user, the Lead/Contact/Account will be created without an owner.
Prospect Search
Andsend synchronizes results from prospect searches to Salesforce, to check if a lead/contact/account in the results already exists in Salesforce. If a lead/contact/account exists, it will have a black circle with a Salesforce logo next to its name. If a lead/contact/account doesn't exist, it will have a grey Salesforce logo next to its name.
Outreach
When a prospect has been added to a Andsend campaign and outreach is ongoing, each touchpoint sent to the prospect during the outreach will be synced to Salesforce and appear as a completed activity (if the settings switch to do so has been switched On).