All Collections
CRM integrations
Salesforce
Salesforce and Dealfront: Configuration (2 of 3)
Salesforce and Dealfront: Configuration (2 of 3)

This article shows how to configure Salesforce to show your Dealfront information once you have the two connected!

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

Once you have connected your Salesforce organisation to Dealfront it's time to configure Salesforce a bit. The configuration allows you to see all the information Dealfront sends to your Salesforce organisation.

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

You will need to ensure that within the Contact object in your Salesforce organisation, the Field 'Lead Source' (internal name LeadSource) will be visible for at least the system admin.

To do this, first navigate to the Object Manager > Contact > Fields & Relationships. Select Lead Source.

At the top of this window, click on the button Set Field-Level Security.

To set the visibility for this field, check the box to enable the required 'System Administrator'. Save your new settings.

Dealfront adds new fields to the Accounts, Leads, and Opportunities sections of Salesforce. The configuration within Salesforce is as simple as dragging and dropping these new fields into your object templates.

These fields are available for both the Lightning UI and the Classic UI. The difference is where you find the template settings. The steps are very similar for each object!

Lightning UI

Accounts

Dealfront 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

Dealfront'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

Dealfront'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's set up!

Classic UI

Accounts

Dealfront'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

Dealfront'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

Dealfront'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:

Enabling the 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's set up!

Now that you have all of the Leadfeeder fields set up in Salesforce it's time to get things set up in Dealfront. Move on to Salesforce and Dealfront: Setup (3 of 3) and complete your setup and integration!

--

Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.


RELATED:

Did this answer your question?