How do I connect Leadfeeder and Salesforce?
Leadfeeder can connect to your Salesforce CRM, allowing you to send leads, create deals and opportunities, and see what companies you already have in Salesforce have also been identified as visitors by Leadfeeder!
The Salesforce integration for Leadfeeder is included as an option for every Premium subscription and is available to, and controlled by, Administrative users.
Connecting Salesforce consists of three parts: Integration, Configuration, and Leadfeeder setup.
STEP 1: Start within Leadfeeder and navigate to the Settings.
STEP 2: Under Account and Integrations, select Salesforce.
STEP 3: Unless your team requires Sandbox testing first, choose Standard, then click Install package. Make sure you have Admin privileges for your Salesforce instance.
To install a managed package, you need to have “Download AppExchange Packages” permission and the relevant permissions that are bound to it.
The application itself will require the following permissions.
STEP 4: Follow the steps on the screen, logging in with your admin credentials then paying close attention to user selection. Install for All Users is typically used because this option determines who within your organization is allowed to see the Leadfeeder visit details that we sync into your Salesforce.
Grant access to the following two third-party websites and press Continue.
STEP 5: After you have installed the Leadfeeder package, move to Step 4.
Choosing to 'send visits' during your initial installation will have a significant impact on your Salesforce API usage (200 CRM records constitute one API call).
For faster execution choose 'do not send visits'. You can still enable this option later on in the integration settings.
STEP 6: To Authorize the Leadfeeder application, click on Continue at step 5.
When the next screen appears, click Allow. Without authorization, your integration will not work.
Now your standard installation of the Salesforce package and standard integration is complete! The first ‘sync’ begins now.
Your initial sync can take several hours. The larger that account, the longer it will take. Don’t worry, though! You still have some set up to do before you’ll be able to use the integration fully.
Now you can continue to Configuration, shown on your integration screen as step 6 and here on the sync screen as the next step. Move to this article Configure Your Leadfeeder Integration in Salesforce - Part 2 of Integrating Leadfeeder and Salesforce for help!
NOTE: Please notice that Salesforce allows one Salesforce user token to integrate max 4 "apps".
As always, if you need extra help or have other questions, contact us via live chat or firstname.lastname@example.org.