Salesforce integration: Information & Setup

This article is part of our Integration series. Get information on integrations with other CRM and marketing software such as Hubspot, Eloqua and Marketo
 
What is the Salesforce Sales Cloud integration?
 
Using our Salesforce Sales Cloud or Salesforce CRM integration, you can instantly convert the details of people you collect in Akkroo data capture forms into Salesforce Sales Cloud leads. You can share any text-based or selection data from the Akkroo forms you create.
 
What the integration can do:
  • Create new Leads inside Salesforce Sales Cloud
  • Pass the data in real-time
  • Add any data to Salesforce Sales Cloud if the email address already exists as a Lead
  • Update existing leads inside Salesforce
What the integration cannot do (yet!):
  • Create or update any other kind of object (e.g. SFDC campaign)
Note, you will need to contact support (support@akkroo.com) or your account manager to turn on this integration feature for your account before you can follow these steps.
 
 
Steps: Setting Up the Salesforce integration
 
First Run: Setting up the Salesforce integration
 
Enable your account to integrate with Salesforce. Open your dashboard, and choose Settings > Integrations from the main navigation, then Add new
 
 
Select the Salesforce icon and select Add.
 
 
 
Click Login to Salesforce, if you are testing using a Salesforce Sandbox account, tick advanced settings.  You will be redirected to Salesforce to sign in. Login using your Salesforce username and password.
 
 
Click Allow to permit Akkroo to send data to Salesforce.
 
 
Your account is now ready for you to setup individual events which will allow you to create new Salesforce leads.
 
Using the Integration: Create new or update existing leads automatically in Salesforce
 
You will need to repeat this step of the process for each event that will create Salesforce Leads. Alternatively you can duplicate and modify an existing event where the Salesforce integration had already been set up.
 
Choose an event from your dashboard, and click into it. From the options, choose select the Setup integrations button. 
 
 
From the options, choose Salesforce
 
 
 
 
Choose how you would like data to be updated in Salesforce if a contact already exists, then you will need to match the questions on your form to your Salesforce fields. To do this select Edit field mappings.
 sf_new1.png
 
 
 
In the left column are fields from your Akkroo event form. The right column are your fields in Salesforce. Fields set to Unassigned will not be filled with any Akkroo data. 
 sfnew3.png
 
 
Once happy, select Save Changes. When you collect data using the app or web forms, the lead will appear in Salesforce automatically, and the Salesforce lead details will be filled using data from the Akkroo form.
 
 
 
 
 
Questions & Related Tasks
 
Can I test the integration using my Salesforce Sandbox (test environment)? 
Yes, you can do this by selecting the advanced setting when you initially log into your Salesforce account. Please note you can only be logged into one account at a time, so you will need to remove the Sandbox integration before reconnecting to your full Salesforce account.
 
Can I create or update leads in Salesforce using this integration?
Yes, Akkroo will check Salesforce for existing records based on email address. If there is more than one match we will update the last updated record. 
 
Can I update an existing Salesforce lead by submitting the same person's data twice?
It's not possible to update a record for the same person. You would need to delete the person's record from the event in the Akkroo dashboard and then re-submit the data.
 
[Salesforce uses its own, separate method of checking for duplicates which we do not mirror. Regardless of the settings and rules on Salesforce, we will never send data over which Akkroo believes to be a duplicate.]
 
How fast will my leads appear in Salesforce?
If your device is connected to wifi, data from the app will sync to the dashboard straight away, this information will usually be conveyed to Salesforce a few seconds after they appear in the Akkroo dashboard.
 
Will the integration automatically assign Leads to Campaigns?
Not automatically, but you can do this by passing a Campaign ID in a hidden field then using Process Builder or your own Apex code, you can configure it to assign the lead to the Campaign.
 
Will Assignment Rules be automatically applied to new Leads created by Akkroo?
Not automatically, but you can facilitate this yourself using your own Apex code.
 
Does the integration find duplicates inside both Leads and Contacts?
The integration only searches for duplicates inside Leads.
 
Can I create leads in Salesforce from guest list check-in with this integration?
It's only possible to create new Leads from data capture events.
 
Can I map multiple form questions to one field in Salesforce?
Yes, it is possible to update one Salesforce field with the data from multiple form questions. For example, you may have split products out into categories but only have one Salesforce field for these.
 
Can I map multiple form questions to one field in Salesforce?
Yes, it is possible to update one Salesforce field with the data from multiple form questions. For example, you may have split products out into categories but only have one Salesforce field for these.
 
How does this feature work when my devices are offline?
Leads are queued to be added to Salesforce as soon as the data synchronises to the Akkroo dashboard.
 
Can I use the same integration over multiple Akkroo accounts?
Each account will need to have a separate integration set up.
 
Can I import the data that I collected before I set up the integration on an event?
You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.
 
How do I disable or remove an integration from an event?
From the Integrations screen for the event, under the Salesforce row, select Remove Integration.

 

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