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.

Learn here how to configure your Salesforce organization for Leadfeeder (Salesforce Lightning UI).

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.

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:

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.

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:

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:

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

5) Save the layout changes:

Opportunities

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

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:

5) Save the layout changes:

Leadfeeder Visits tab

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

2) Click the button "Customize My Tabs":

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

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

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

Alright, everything set up!

Please follow the steps here to get leads from Leadfeeder to Salesforce.

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