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.
NOTE: Learn here how to configure configure your Salesforce organization for Leadfeeder (Salesforce Classic UI).
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.
- 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.
- 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".
- Navigate to Setup -> Object Manager
- Select Opportunity
- 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").
- 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.