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:
- Regarding Account Connections
- Creating SharpSpring ID Custom Fields
- Formula Hyperlink Field
- Mapping SharpSpring ID
- 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 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:
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:
|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.|
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:
Creating the Custom Field
To create this field, do the following:
Formula Hyperlink Parameters
The following are the required parameters for the formula hyperlink widget:
|Field Label||Label as SharpSpring ID Widget.|
|Field Name||Set to the auto-populated value.|
|Set as Text.|
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:
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, SharpSpring ID will pass into the field in Salesforce. The widget will populate with the link back to the SharpSpring record.