Q: Why are admins only able to see Leadfeeder functionality in Salesforce?
What might have happened is that on installation/upgrade of Leadfeeder package the selected option was "Install for Admins Only".
To address this case, there are two options:
Uninstall and re-install the package by selecting "Install for All Users"
Extend the users that has access to functionality via "Permission Sets"
Option 1 - Uninstall/Re-install
STEP 1: Your Salesforce admin should uninstall the Web Visitors package from your Salesforce. Note: This will delete all information that has been added to your Salesforce account including visit details, Web Visitors’s custom entities, and any customizations made on top of it.
STEP 2: Reinstall the Salesforce package from the Web Visitors integration page; make sure Install for All Users or Install for Specific Profiles is chosen.
Select Reconnect and then Reinstall from the new window:
STEP 3: Read this Salesforce support article and act accordingly. We suggest the option to create custom permissions set and then assign that set to any number of users.
Option 2 - Extend access rights via "Permission Sets"
Click on the setup icon located at the top right corner of the page.
Type ‘Permission Sets’ in the search input and click on it.
Find the respective permission sets depending on your installed package.
Package 1.4.1 or later
Web Visitors App
Web Visitors Fields
Package 1.3 or previous
Leadfeder Visits
Click "Manage Assignments" and add/remove users accordingly.
Q: Restrict access of Web Visitors app to specific users
When the package is installed by targeting "Install for All Users", then all users will get access to the Web Visitors - Web Visits functionality. Limiting access will not be possible. Give it a check on how to uninstall and install by choosing either "Install for Admins Only" or "Install for Specific Profiles".
Q: How To Uninstall the Web Visitors Managed Package (version 1.4.1)
Two process builders associated with this package have to be deactivated before the package can be uninstalled.
Click on the setup icon located at the top right corner of the page.
Type "Process Builder" in the search input and open it.
Under the "Process" column look for "Web Visitors Refresh Opportunities" and "Web Visitors Refresh Tasks".
Click on the "expand" icon and click on the "Deactivate".
Repeat the same for the "Web Visitors Refresh Tasks" process.
After the two Process Builders have been deactivated, go to the Setup page, search for "Permission Sets", and click to open it.
Locate and click on "Web Visitors App" and "Web Visitors Fields". Open each of them and click on the "Manage Assignments". Select and remove all users.
From the Setup page, search for "Installed Packages" and open it.
Search for "Web Visitors" under the Package Name column and click on "Uninstall".
Q: I'm setting up my Salesforce integration but there isn't a field for email or other contact info, just an Opportunity name, First Name, and Last Name where does the email go?
Contact information isn't sent to the Salesforce CRM. We give the opportunity to put in default names in case they are required by your set up, however even if these fields are used contact information will not port over.
Q: What if I have a Lead in Salesforce already - does Web Visitors check for duplicates?
Web Visitors creates a new lead when it is asked without looking for duplicates. However, you can set up your Salesforce instance to help prevent this. Check this article for help.
Q: Why aren't the visits sending to Salesforce?
The issue may be that your integration is set up in such a way that you are trying to connect a lead as both and 'Account' and a 'Lead'. Visit data can only be sent to an 'Account' OR a 'Lead'.
You have to click in to see the visit details. Our package has you set up a custom object on the account or lead level to segment web visitors visits (ie, it shows up in its our organized spot- not alongside other activity). The Visit details are an extra click away you click on the visit to see the pages viewed.
Q: What is the source for leads/accounts sent to Salesforce?
The account / lead source in Salesforce is set to 'Web Visitors', if the the new record is created in Web Visitors. If you connect Web Visitors lead with an existing Salesforce account or lead, the source field is not updated.
This field can be included when creating SFDC reports.
Q: Can I connect Web Visitors lead to multiple accounts or leads in Salesforce?
One Web Visitors lead can be connected to either one Salesforce lead or account at a time.
Q: What happens to data if I remove the Salesforce integration or uninstall the Salesforce package?
If you remove Salesforce integration from Web Visitors, you can keep the data sent from Web Visitors to your Salesforce but the Salesforce data we used for syncing will be removed from Web Visitors servers. However, you won't be able to use the integration features anymore.
If you uninstall the package from your Salesforce, Web Visitors data in your Salesforce will be deleted but Salesforce data for syncing will stay in Web Visitors until you uninstall the Salesforce integration from your Web Visitors account.
Q: If the country of my leads doesn't have states, can I switch off sending States in Web Visitors leads to my Salesforce?
Yes. You can turn it off in your Web Visitors settings under Sync settings, "Leads."
Q: Why does Web Visitors show more leads than there are accounts in Salesforce from the same date range?
Not all Web Visitors leads are always connected to the Salesforce account so it can happen that there will be more Web Visitors leads in the Web Visitors app than accounts in Salesforce for a given date range.
Q: What if the person who set up the Salesforce integration left the company?
At least one user needs to have admin rights access to the Web Visitors Account at all times, otherwise, there might be errors. If the user who set up the Salesforce integration is leaving your company, please assign another user as an admin in Web Visitors who will have access to the account.
Q: How to decrease API calls between Web Visitors and Salesforce so that the client does not exceed their Salesforce API calls limit?
We do not bundle API calls between Web Visitors and Salesforce. If you have a limit on API calls in Salesforce you can either:
increase the limit of your API calls in Salesforce, or
not to send visits to your leads in Salesforce and/or limit which leads you will send to your Salesforce to only a few custom feeds in Web Visitors.
Q: How to migrate from one Salesforce account to another one while keeping Web Visitors integration?
You will need to migrate data from your old Salesforce account to a new Salesforce account (Salesforce might have some tool for it) yourself. You will remove the Salesforce integration from your Web Visitors UI, but keep the Salesforce plugin, and integrate and connect the new Salesforce account in your Web Visitors UI.
Some of the outgoing field mappings will be recreated during the initial sync. The manual mappings will be unfortunately lost and will need to be redone.