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Creating Lead Score Widgets

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Nik Schultz
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When Salesforce and SharpSpring are synchronized, you can build a widget within Salesforce to display the lead score data that is aggregated in SharpSpring.

This article details how to create this widget in Salesforce.


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Regarding Account Connections

Before you can create widgets, you must connect your Salesforce account with your SharpSpring account. Additionally, you must be an administrator in both your Salesforce and SharpSpring 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 SharpSpring. To create a numeric lead score custom field, do the following:

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


Click to enlarge.
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 SharpSpring than you do in Salesforce.
 
Note: 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:

Parameters   Description
Length   Set to the default of 18 (unless you have Custom Salesforce rules
for Number fields). 
Decimal Places   Set to the default of 0.
Field Name   Set to its auto-populated value.
Description   Field optionally left blank. 
Help Text   Field optionally left blank. 
Required   Checkbox left unchecked.
Unique   Checkbox left unchecked. 
External ID   Checkbox left unchecked. 
Default Value   Left blank. 

 


Creating a Temperature Custom Field

The second custom field that must be built is a formula field that displays the lead score as a visual temperature bar. This field requires both SharpSpring's widget formula and a custom field in Salesforce. 

Obtaining SharpSpring Widget Formula

To obtain the widget formula, do the following:

  1. In a browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  3. In the left panel, under Third-Party Settings, click Salesforce.
  4. Click the Widgets tab.
  5. Copy the formula on the page.
  


Click to enlarge.

 

Creating the Custom Field

To create this custom field, do the following:

  1. In a browser tab, log in to Salesforce.
  2. In the top-right corner of Salesforce, click your name.
  3. In the drop-down menu that appears, select Setup.
  4. In the menu on the left side of Salesforce,
    click Build > Customize > Leads > Fields.
  5. In the Lead Custom Fields and Relationships section, add a new field.
  6. Select the Formula field type.
  7. Click Next.
  8. Set the custom field parameters.
  9. Click Next.
  10. Paste the SharpSpring widget formula into the text box.
  11. Click Next.
  12. Complete the Field-Level Security.
  13. 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:

Parameters   Description
Field Label   Label as Lead Score Widget. 
Field Name   Set to the auto-populated value.
Formula
Return Type		   Set as Text. 

 


Mapping from SharpSpring to Salesforce

After the required custom fields are created in Salesforce, you will need to map the field values in SharpSpring. To enable mapping, do the following:

  1. In a browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  3. In the left panel, under Third-Party Settings, click Salesforce.
  4. Click the Lead Mappings tab.
  5. Locate the Lead Score CRM field that was created in Salesforce.
  6. In the middle column drop-down menu, select Lead Score.
  7. In the right column drop-down menu, select Always use SharpSpring value.
  8. Set the Lead Score Widget field as Unassigned/Do not include.
  9. Click Save Mappings.
  


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

In order to see these updates 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.


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