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.
The following user roles can create lead score widgets in Salesforce:
- Regarding Account Connections
- Creating a Numeric Custom Field
- Creating a Temperature Custom Field
- Mapping Lead Scores from SharpSpring to Salesforce
- Ready to Learn More?
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:
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:
|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:
Creating the Custom Field
To create this custom field, do the following:
Widget Formula Custom Field Parameters
The following are the required custom field parameters for the widget formula:
|Field Label||Label as Lead Score Widget.|
|Field Name||Set to the auto-populated value.|
|Set as Text.|
Mapping Lead Scores 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:
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.