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 all the information Leadfeeder sends to your Salesforce organization.

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

Accounts

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

  1. Navigate to Setup -> Object Manager

2.  Select Account and click "Page layouts". Select a layout from the list and click "Edit" (if you see multiple layouts you can check which one is in use by clicking "Page Layout Assignment"):

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. Navigate to Setup -> Object Manager -> Lead 

2. Select a layout from the list and click "Edit" (if you see multiple layouts you can check which one is in use by clicking "Page Layout Assignment"):

3. Select  "Page layouts" from the list on the left.

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

4) Save the layout changes:

Opportunities

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

  1. Navigate to Setup -> Object Manager 
  2. Select Opportunity 
  3. Select a layout from the list and click "Edit" (if you see multiple layouts you can check which one is in use by clicking "Page Layout Assignment").
  4. Click Page Layout from the list on the left.

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:

2) Save the layout changes:

Alright, everything set up!


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

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