How do I customize what Leadfeeder sends to Salesforce?
Once you have completed the standard integration and the configuration of Salesforce, it's time to customize what information gets shared between Leadfeeder and Salesforce! You can also set up defaults and custom fields if needed.
You will want to make sure all of your settings are customized before you start using the Salesforce integration in depth.
What do we sync from Salesforce into Leadfeeder
At a minimum, you need to sync at least the Account and for that, the attributes we sync from your Salesforce to Leadfeeder include:
1) Name of the Account,
2) Domain name of the Account, and
3) Account owner.
We keep all this data in encrypted form and nobody has access to them.
Sending data from Leadfeeder to Salesforce
It’s possible to customize the data that is sent to Salesforce whenever:
A Salesforce Account is created from a Leadfeeder lead
A Salesforce Lead is created from a Leadfeeder lead
A Salesforce Task is created from within Leadfeeder
A Salesforce Opportunity is created from within Leadfeeder
The above is applicable to both manually-sent Leadfeeder Leads, and those sent automatically via Custom Feed Automation.
In each of the above cases, the admin can customize which fields from Leadfeeder are sent, and which fields they are mapped to on the Salesforce side (including custom fields).
All of your customization options will be in your settings, under Account, Integrations, and Salesforce. Under the “Sync settings” heading, each of the accordions for Accounts, Leads, Tasks, and Opportunities shows a table similar to this when expanded:
By default, the table is populated with the standard fields we send to entities of that type (for some entities such as Tasks and Opportunities, it is empty by default).
When it comes to accounts, there are four standard fields: Industry, Number of employees, Website, and Company description. You can edit these fields if you want the data sent to another field in Salesforce.
Additionally, if you have a validation in Salesforce that requires the field to be set (and in case Leadfeeder doesn’t have the data for a particular field), you can edit the field and set a default value:
You can also add custom fields for accounts. All available fields are listed here.
When a Salesforce account is created by Leadfeeder, it’s possible to send a hard-coded value to a certain Salesforce field. In that case, it is enough to select the “source” dropdown as earlier, type a custom value, and press enter:
After that, select a destination field as usual, and click Add to create the field mapping.
Each Leadfeeder field should have a destination field selected. The list of destination fields includes both standard and custom Salesforce fields and is synced daily. If the field was added recently and the field isn’t listed, you can manually trigger a sync from Salesforce integration settings in Leadfeeder.
You can choose to sync contacts to Salesforce from Leadfeeder by enabling this setting.
When creating new Salesforce leads in Leadfeeder, you can give them default lead first and last name.
There are seven standard fields available: Email, Title, Country, City, Region, Industry, and Number of employees. You can see custom fields listed here.
It is also possible to add custom field mappings to Leads in a similar manner as described above for Accounts.
Also with leads, it’s possible to define hard-coded values as well: type wanted the custom value to “source” field and press enter:
After that, select a destination field, click Add to create the field mapping.
For each Salesforce task created in Leadfeeder, you can define default task status and priority. For tasks, you can use custom fields (available fields listed here) or create hard-coded values in the same way as for accounts and leads.
In this section, you can define the default pipeline/stage and name for opportunities created in Leadfeeder.
NOTE: If you don’t see a pipeline or stage listed that was created recently, please run manual sync and the information will be available.
You can choose to send Leadfeeder data to custom fields (available fields listed here) or create hard-coded values in the same way as for accounts and leads.
One more step and you complete your Salesforce Integration setup!
User matching between Salesforce and Leadfeeder shows under the User Matching tab. Make any adjustments needed for your users here.
Pat yourself on the back. You have completed all of the setup required for your Salesforce integration. Nice job.
What do you do next? We have some ideas. Make your integration even more powerful by sending leads to Salesforce manually or setting up automation to do it for you. Find out how in the articles here, Manually Send Leads to Salesforce, and
Send Leads to Salesforce with Automation.
If you need extra help or have other questions reach out! Contact us via live chat or send us an email to email@example.com.