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Creating Lead Hyperlink Widgets

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Jake Crown
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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.


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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 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. Click your name in the top-right corner of Salesforce.
  3. Select Setup in the drop-down menu that appears.
  4. Click App Setup > Customize > Leads > Fields in the left menu.
  5. Add a new field in the Lead Custom Fields and Relationships section.
  6. Select the Number field type.
  7. Click Next.
  8. Label the field as SharpSpring ID.
  9. Set the custom ID field parameters.
  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.


Custom ID Field Parameters

The following are the required parameters for the custom ID 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. 

 


Mapping SharpSpring ID

After creating the required custom fields in Salesforce, you will need to map the field values in SharpSpring. This must be done before you can create a custom field for hyperlinks. To enable mapping, do the following:

  1. Log in to SharpSpring.
  2. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  3. Click Salesforce, located under Third-Party Settings in the left panel.
  4. Click the Lead Mappings tab.
  5. Locate the SharpSpring ID CRM field that was created in Salesforce.
  6. Select SharpSpring ID in the middle column drop-down menu.
  7. Select Always use SharpSpring value in the right column drop-down menu.
  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.


Regarding Lead Score Syncing

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, SharpSpring ID will pass into the field in Salesforce. The widget will populate with the link back to the SharpSpring record.


Formula Hyperlink Field

Once you have mapped fields between SharpSpring and Salesforce, you can create a special custom field. This 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.  
Note: SharpSpring offers Professional Services to assist with custom coding.

 

Obtaining SharpSpring Widget Formula

To obtain the widget formula, do the following:

  1. Log in to SharpSpring.
  2. Click  12personas.png  User Menu > Settings in SharpSpring's top toolbar.
  3. Click Salesforce, located under Third-Party Settings in the left panel.
  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. Click your name in the top-right corner of Salesforce.
  3. Select Setup in the drop-down menu that appears.
  4. Click App Setup > Customize > Leads > Fields in the left menu.
  5. Add a new field in the Lead Custom Fields and Relationships section.
  6. Select the Formula field type.
  7. Click Next.
  8. Set the formula hyperlink 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.


Formula Hyperlink Parameters

The following are the required parameters for the formula hyperlink widget:

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

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