Salesforce integration is available for Leadfeeder Premium and Trial users.

All Salesforce editions are supported: Unlimited, Enterprise, Professional and Group.

For the Group Edition it is necessary to configure your Salesforce before you begin using the integration. You can find the configuration steps for your Salesforce interface at the end of this article.

How do I connect Salesforce with Leadfeeder?

STEP 1: Make sure you're logged into Leadfeeder: app.leadfeeder.com

STEP 2: Go to https://integrations.leadfeeder.com.

STEP 3: Follow the instructions on the screen.

NOTE: When installing the Leadfeeder integration package in Step 3 above, make sure Install for All Users or Install for Specific Profiles.

This option determines who within your organization is allowed to see the Leadfeeder visit details that we sync into your Salesforce.

Congratulations! You have successfully installed Leadfeeder in your Salesforce organization.

Next step: Configure your Salesforce organization

Configuration for Lightning UI (scroll down for Classic UI)

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.

STEP 1: Navigate to Setup and then Object Manager

STEP 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:

STEP 3: Go back to the top layout edit menu and click Related lists, you will notice a new list called Leadfeeder Visits:

STEP 4: 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:

STEP 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.

STEP 1: Navigate to Setup -> Object Manager -> Lead 

STEP 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:

STEP 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:

STEP 4: Go back to the top layout edit menu and click Related lists, you will notice a new list called Leadfeeder Visits:

STEP 5: 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:

STEP 6: Save the layout changes:

Opportunities

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

STEP 1: Navigate to Setup -> Object Manager STEP 2: Select Opportunity
STEP 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.
STEP 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:

STEP 5: Save the layout changes:

Alright, everything set up!

Configuration for Classic UI

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.

STEP 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:

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

STEP 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:

STEP 4: 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.

STEP 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:

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

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

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

STEP 5: Save the layout changes:

Opportunities

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

STEP 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:

STEP 2: Save the layout changes:

Leadfeeder Visits tab

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

STEP 2: Click the button Customize My Tabs:

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

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

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

Alright, everything set up!

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