Creating Lead Score Widgets

When Salesforce and Lead Gen & CRM are synchronized, you can build a widget within Salesforce to display the lead score data that is aggregated in Lead Gen & CRM.

This article details how to create this widget in Salesforce.

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Article Contents

• Regarding Account Connections
• Creating a Numeric Custom Field
• Mapping from Lead Gen & CRM to Salesforce
• Creating a Temperature Custom Field

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Regarding Account Connections

Before you can create widgets, you must connect your Salesforce account with your Lead Gen & CRM account. Additionally, you must be an administrator in both your Salesforce and Lead Gen & CRM accounts.

Creating a Numeric Custom Field

Two custom fields must be built within Salesforce. The first will contain the numeric lead score value mapped from Lead Gen & CRM. 

To create a numeric lead score custom field, do the following:

1. Log in to Salesforce.
2. Click Setup in the top-right corner of Salesforce.
3. In the Build section, click Customize > Leads > Fields in the left menu.
4. Add a new field in the Lead Custom Fields and Relationships section.
5. Select the Number field type.
6. Click Next.
7. Label the field as Lead Score.
8. Set the lead score parameters.
9. Complete the Field-Level Security.
10. Add the field to a page layout. 

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Note: Only the non-decayed lead score will pass into Salesforce. Any decay events will not pass over, so you may see a lower lead score for cold leads in Lead Gen & CRM than you do in Salesforce. Field-Level Security controls what profiles will have access to this field. The field is hidden from any profile that is not checked on this screen.

Numeric Lead Score Parameters

The following are the required lead score parameters for the numeric custom field:

Mapping from Lead Gen & CRM to Salesforce

After creating the required custom fields in Salesforce, you will need to map the field values in Lead Gen & CRM. This must be done before you can create a custom field for lead score temperatures.

To enable mapping, do the following:

1. Log in to Lead Gen & CRM.
2. Click Settings.
3. Click Salesforce, located under Third-Party Settings in the left panel.
4. Click the Lead Mappings tab.
5. Locate the Lead Score CRM field that was created in Salesforce.
6. Select Lead Score in the middle column drop-down menu.
7. Select Always use Lead Gen & CRM value in the right column drop-down menu.
8. Set the Lead Score Widget field as Unassigned/Do not include.
9. Click Save Mappings.

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Note: In the Lead Mappings tab, the left column pulls in all of the mappable CRM fields. The middle column shows the Lead Gen & CRM field that the Salesforce field will be assigned to. The right column handles how data will be updated.

Regarding Lead Score Syncing

In order for these updates to be reflected immediately, you must make an update in the lead records by saving a field on the lead's contact record.

The sync runs every 15 minutes. The next time the sync runs, lead score will pass into the lead score field in Salesforce. The lead score widget will populate with the temperature bar as well.

Creating a Temperature Custom Field

Once you have mapped fields between Lead Gen & CRM and Salesforce, you can create a special custom field. This custom field is a formula field that displays the lead score as a visual temperature bar. This field requires both Lead Gen & CRM's widget formula and a custom field in Salesforce.

Note: Constant Contact offers Professional Services to assist with custom coding.

Obtaining Lead Gen & CRM Widget Formula

To obtain the widget formula, do the following:

1. Log in to Lead Gen & CRM.
2. Click Settings.
3. Click Salesforce, located under Third-Party Settings in the left panel.
4. Click the Widgets tab.
5. Copy the formula on the page.

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Creating the Custom Field

To create this custom field, do the following:

1. Log in to Salesforce.
2. Click Setup in the top-right corner of Salesforce.
3. In the Build section, click Customize > Leads > Fields in the left menu.
4. Add a new field in the Lead Custom Fields and Relationships section.
5. Select the Formula field type.
6. Click Next.
7. Set the custom field parameters.
8. Click Next.
9. Paste the Lead Gen & CRM widget formula into the text box.
10. Click Next.
11. Complete the Field-Level Security.
12. Confirm the page layouts where this field will live.

Click to enlarge.

Widget Formula Custom Field Parameters

The following are the required custom field parameters for the widget formula: