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Creating Lead Hyperlink Widgets

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Nik Schultz
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Once you have set up your Salesforce integration with SharpSpring, you may want to include widgets that make it easier to view and manage your leads.  Aside from the lead score widget, SharpSpring also offers a lead hyperlink, allowing for you to quickly navigate between leads in SharpSpring and Salesforce. This article will detail how to create these widgets in Salesforce.

The following user roles can create widgets in Salesforce:

  • Adminstrators


Article Contents


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 SharpSpring ID Custom Fields

Two custom fields must be built within Salesforce. The first will contain the numeric SharpSpring ID value mapped from SharpSpring. To create this 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 App Setup > 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 SharpSpring ID.
  9. Set the following parameters:

    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. 
  10. Complete the Field-Level Security.
  11. Add the field to a page layout. 
  
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.
Note: By default, as this is a lead field, the field will be added to the Lead Layout.


Formula Hyperlink Field

The second custom field is a formula field that displays the Hyperlink as a clickable URL back to SharpSpring. 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.
    


Creating the Custom Field

To create this 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 App Setup > 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 following parameters:

    Field Label:   Set as SharpSpring ID Widget.
    Field Name:   Set to the auto-populated value. 
    Formula
    Return Type:    		   Set as Text. 
  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.


Mapping SharpSpring ID

In order for the Salesforce custom fields to display the data from SharpSpring, the fields must be mapped. 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 SharpSpring ID CRM field that was created in Salesforce.
  6. In the middle column drop-down menu, select SharpSpring ID.
  7. In the right column drop-down menu, select Always use SharpSpring value.
  8. Set the SharpSpring ID Widget field as Unassigned/Do not include.
  9. Click Save Mappings.
  
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.

The sync runs every 15 minutes. The next time the sync runs, SharpSpring ID will pass into the  field in Salesforce. The widget will populate with the link back to the SharpSpring record.


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