Setting up your Slintel account with Salesforce enables you to quickly send any leads/contacts/accounts directly from your Slintel database to Salesforce. 


This article will help you integrate your account and also answer common questions related to Salesforce Integration. 


Steps to Integrate your Slintel account with Salesforce:


Step [1] Authentication:

It is very easy to set up your Slintel account for integration. The first step is to authorize Slintel to use your Salesforce account. Below are the steps you should follow:

  1. Log in to your Slintel account.

  2. Go to Settings and select Integration. Then select Salesforce from the drop-down menu and click on Connect

  1. Enter your credentials. This is a one-click authentication and upon filling in your credentials, it will authenticate automatically hereafter. You can skip entering your login credentials if you have Salesforce open in another tab and have already logged in there. It will automatically take the login from Salesforce directly. 


Step [2] Configuration: 

You can select whether you want to push or to create a lead/contact/account in from Slintel to Salesforce, based on the selected settings you have done for your integration. Below are the instructions to select your specific settings.You will see 2 sections in the Configurations tab: Lead/Contact Settings & Account Settings.

  • Leads/Contacts Settings: You can select from a dropdown menu whether you want to push & create Slintel Leads to as Leads in Salesforce or Contacts in Salesforce. 

  • You can enable Enrichment for your contacts or leads in salesforce 

  • You can enable Update for your contacts or leads in Salesforce.

  • You can now map Lead Source to any field & provide the value you want to display on your salesforce. 


  • Accounts Settings: There are no complicated settings required to set up account push from Slintel to Salesforce. 

    • If you wish to Enrich & Update your account/companies in Salesforce only then you need to enable the option present in the account settings. 

    • You can now map Account Source to any field & provide the value you want to display on your salesforce. 




Step [3] Field Mapping: 

Once you have completed the above-mentioned steps you can start mapping your salesforce fields to Slintel fields so that we know where & what we need to update. 


Once you start, you will see all Slintel fields for Leads/Contact & Account here, you will have to map the same with Salesforce. 


Minimum fields required to enable the integration:

  • For Leads - Last Name, Email Address, Company name

  • For Contacts - Last Name, Email Address

  • For Accounts - Account Name and Website. 

[Note: Users can remove mapped fields by clicking on the “X” button] 



If you don’t wish us to touch your existing data we would highly recommend you to make custom fields on your Salesforce account & then map it to the Slintel fields you wish to update on Salesforce. We have also provided a Custom Field Package for you to smoothen the process of custom field creation. 

[Note: Only fields that are mapped will be updated on Salesforce]


Once done with the above, you need to click on “Sync Mapper Fields” 



Step [4] Push Leads/Contacts/Accounts to Salesforce: 

Please note that only leads with Email IDs will be pushed to Salesforce

[Note: Users can export up to 50k leads to Salesforce depending on your Slintel pricing plan.]


For Leads Bulk Export and Multi-Select:

  1. Go to Leads tab

  2. Apply the filter(s) you need and select all the leads for bulk export. 

  3. For Multi-select, just Select your leads by checking the box next to Leads instead of selecting all. 

  4. Click on the Export button

  5. Click on Salesforce button and click on Confirm

  1. Once you have successfully confirmed, you will get a notification in the Cloud Icon present in the top navbar which says “In progress” 

  1. Once the export is over you will be able to see the status of your export (Success/Fail)

 

[The export was a success in this case]


For Account Push:

  1. Go to Company tab

  2. Apply the filter(s) you need

  3. Click on the Export button

  4. Click on Salesforce button (add SS) and click on Confirm

  1. Once you have successfully confirmed, you will get a notification in the Cloud Icon which says “In progress” 

  2. Once the export is over you will be able to see the status of your export (Success/Fail).


Checking your export history

After you have completed exporting you can view your Exports History going to Settings->System activity->Salesforce Export History

It gives a summary of your export:  {SS]


Why did your export fail?

Below are the reasons why your export might fail.


Accounts Push:

  • Storage Limitation in your Salesforce Account.

  • Daily API Exceeded: Salesforce gives you 10K API hits. If you push more than 10k Leads/Contacts/Accounts to your Salesforce account, it will not let you push anymore leads. 

  • Fields that are not available in the SF account but are mapped with Slintel fields. 


Leads/contact Push:

  • No Email address

  • Storage Limitation in your Salesforce Account.

  • Daily API Exceeded: Salesforce gives you 10K API hits. If you push more than 10k Leads/Contacts/Accounts to your Salesforce account, it will not let you push anymore leads. 

  • Fields that are not available in the SF account but are mapped with Slintel fields. 



If Your Salesforce Account on 


FAQs


What is Enrichment? 

Our Enrichment feature helps you enrich your outdated and incomplete data present on your Salesforce account. We will make sure your data in Salesforce is enriched regardless of where it was originally sourced from. As mentioned above you need to toggle the “Enrich” button in the Configuration Tab to take advantage of this feature. 


Please note, if you have mapped any Salesforce fields to Slintel’s, those will also get enriched and data will get stored in respective Salesforce fields. 


Minimum requirements for enrichment:

  1. For Leads/Contact: 

    1. Email address for Lead/Contact needs to be present

    2. If not, First name, Last name and Company name need to be present. 

  2. For Accounts:

    1. Account Name need to be present 

    2. Account Website need to be present


What is the frequency of enrichment?

We check & enrich your Salesforce account every 15 minutes. 


What is Update? 

Slintel has an Update feature where any Leads/Contacts/Accounts which are updated on Slintel will get updated on all of your mapped fields in Salesforce. 


As mentioned above you need to toggle the Update button in the “Configuration” Tab to take advantage of this feature.


What is the frequency of Update? 

We will update your Salesforce account every 24 hours. 


What is the difference between Leads and Contacts on Salesforce?

Check this link by Salesforce explaining which option you should go for depending on your needs.


How to create Custom Fields in Salesforce? 

  1. Go to your Salesforce account [Classic Mode], 

  2. Go to Setup->Customise->Leads->Fields

  1. Under Lead Custom fields and relationship select “New”

  1. Select Text Data type and click on “Next”

  1. Fill out all the details and click on “Next” and “Save”