Once you have connected your Salesforce organization to Leadfeeder it's time to configure Salesforce a bit. The configuration is really easy and it allows you to see the all the information Leadfeeder sends to your Salesforce organization.

Note: If your Salesforce has the Group Edition you need to do these configuration steps before using the integration.

Accounts

Leadfeeder's integration introduces two new fields for Accounts: "View in Leadfeeder" and "Latest Leadfeeder Visit". It also makes a "Leadfeeder visits"- related list visible.

1) Go to any Account and click "Edit layout".

In the Fields section you will see two new fields: "Latest Leadfeeder Visit" and "View in Leadfeeder":

Drag and drop each field at a time to the Account Detail section. Once you drop them you will see the fields in their new location:

2) Go back to the top layout edit menu and click "Related lists", you will notice a new list called "Leadfeeder Visits":

3) Drag and drop the "Leadfeeder Visits" list down to the "Related Lists" section. Once you drop the list you will see the list in its new location:

5) Save the layout changes:

Leads

Leadfeeder's integration introduces two new fields for Leads: "View in Leadfeeder" and "Latest Leadfeeder Visit". It also makes a "Leadfeeder visits"-related list visible.

1) Go to any Lead and click "Edit layout".

In the Fields section you will see two new fields: "Latest Leadfeeder Visit" and "View in Leadfeeder":

Drag and drop each field at a time to the Lead Detail section. Once you drop them you will see the fields in their new location:

2) Go back to the top Layout edit menu and click "Related lists", you will notice a new list called "Leadfeeder Visits":

3) Drag and drop the "Leadfeeder Visits"list down to the "Related Lists" section:

4) Once you drop the list you will see the list in its new location:

5) Save the layout changes:

Opportunities

Leadfeeder's integration introduces two new fields for Opportunities: "View in Leadfeeder" and "Latest Leadfeeder Visit".

1) Go to any Opportunity and click "Edit layout".

In the Fields section you will see two new fields: "Latest Leadfeeder Visit" and "View in Leadfeeder":

Drag and drop each field at a time to the Opportunity Detail section. Once you drop them you will see the fields in their new location:

5) Save the layout changes:

Leadfeeder Visits tab

1) In the top menu, click the plus sign:

2) Click the button "Customize My Tabs":

3) In the "Available Tabs" look for "Leadfeeder Visits" and click it to get it selected, then click the "Add" button:

4) "Leadfeeder visits" will be now show under "Selected Tabs", you can now click the Save button:

5) Leadfeeder Visits will be now visible in the top menu:

Alright, everything set up!

Please follow the steps here to get leads from Leadfeeder to Salesforce.

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