Slintel’s Salesforce integration enables you to quickly transfer leads, contacts, and accounts from your Slintel dashboard to the popular CRM software. 

This article will help you set up this integration and also answer frequently asked questions around the topic. 


Section 1: Connection

First step is to authorize Slintel to use your Salesforce account. Here are the steps you should follow:

  1. Log in to your Slintel account.

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



  1. Clicking on the Connect button will open the Salesforce login page and prompt you to enter your credentials unless you’re logged into Salesforce or have it open in another tab already. 



  1. If the log in page opens up, enter your credentials and click on the Log In buttonThis  will authorize Slintel to connect with your Salesforce account. 

  2. Once authorized, you will need to install custom field packages for your account. 

    1. The first is a Mandatory Fields Package. These fields are used to dedup records during update & enrich. These will NOT be shown on your Salesforce layout, and is mandatory to be downloaded for Slintel to update your records with Salesforce on the back-end. Please do download this package ONCE.  

    2. Second is the Slintel Custom Fields Package. This lets you create custom fields on the Salesforce instances for all fields on Slintel. All these can be mapped, so that you don’t interfere with the already existing Salesforce fields, and so that Slintel’s fields can be kept separate for your perusal. This is NOT a mandatory package that needs to be installed. You can install this if you want to create custom fields from Slintel to Salesforce

  3. Once you have downloaded the Mandatory and the Custom fields, you have to click on Validate to help us confirm whether the fields have been successfully installed on your Salesforce instances.

Your account should look something like the below.


Section 2: Configuration

Once you authenticate the connection with your Salesforce account, the Configuration, Field Mapping and Enrichment tabs will appear on the window in the Slintel dashboard.



You can now choose to transfer leads, contacts, or accounts from your Slintel dashboard to your Salesforce account.


  1. Lead Settings

If you want to transfer leads to your Salesforce account, under option “When I click Export (Salesforce) button” select “Create a Lead” from the dropdown menu. You can toggle the update button below that to update the leads on Salesforce as they get updated on slintel. 


New account linking and creation is not possible if you choose to transfer people as leads. The same is possible on Contact creation.


  1. Contact Settings

Choose “Create a Contact” from the same dropdown menu if you want to export people as contacts on your Salesforce account.


Here, you get an additional option to “automatically link (& create) accounts while a contact export” that will allow Slintel to create a new account if the account doesn’t exist on your Salesforce. And if the account already exists, it will allow Slintel to connect the contact to that account. 


  1. Account Settings

Toggle the “Update” button to Update Salesforce data when Companies are updated on Slintel.

 

  1. Source Settings

For ease of understanding, “Source” settings allows you to tag all the incoming Contacts and Accounts from Slintel. For example, to tag Contacts from Slintel, you can select contact source to be mapped to “Lead source” and enter “Slintel. 


Similarly, for Accounts, you can select a source to be mapped to the “Account Source” field, and enter Slintel.

You can also select from the “Update Source” button to enable this setting 

  • Only for newly created records

  • For all records created and updated by Slintel



Section 3: Field Mapping

Once you’re done configuring your Salesforce integration, you can start mapping Salesforce fields to Slintel. Doing this will ensure that the information transferred from Slintel shows up accurately on Salesforce.


Click on the Field Mapping button to start doing this. You will see all Slintel fields for Leads/Contact & Account here, you will have to map the same with Salesforce. 


If you have selected “Contacts” in the Configuration stage, you should ideally work on “Contact Mapping”, and vice versa for “Lead Mapping”. 



  1. Field Mapping for lead/contact/account gives you the following options for each field:

  • You can overwrite your existing Salesforce data with Slintel data

  • You can choose to only fill your Salesforce fields only when they are blank on Salesforce    



  1. For Email fields, you have an additional option to populate this field ONLY when the email has a High Confidence Score (see below). Only the Email field has this additional feature, all other fields have only 2 options. 



  1. Technology Mapping


You also have the option to select whether you want to map all or selected technologies. To do this, click on the “Edit” button under the Technology field. 


This option allows you to map selected technologies and categories that you want to see on your Salesforce. “Map all technologies” will only show you all the technologies for that particular Lead/Contact/Account. 




  1. Keyword Mapping


You have an additional option to map keywords under “Account Settings”. 


Similar to Technology Mapping, Keyword Mapping shows you either all keywords associated with an account, or shows only the keywords/categories that you have selected in this stage at an account level on your Salesforce. 




  1. You can add as many fields as you want in the Field Mapping stage. Click on “Add New Fields” and select from the drop-down list the field you want to create. 


Select “Fill if black” or “Overwrite” option, and click on the save button. 



  1. Click on “Resync fields” if you have updated any fields here and want them to be updated on Salesforce as well. 


Section 4: Enrichment

Depending on what you have selected in the “Configuration” tab, Enrichment tab will either show you enrichment for leads/contacts. In this case, since we had selected “Contacts” in the Configuration tab, it shows the options to enrich contacts. Account Enrichment is present for both Lead and Contacts. 


All new contacts and accounts added to Salesforce are scanned every 15 minutes and enriched provided they match with a record in the Slintel database. 



We also have a One Time Historical Data Enrichment feature that lets you enrich all your existing contacts on Salesforce ONCE based on the selection you have made in the Configuration and Field Mapping tabs. To do this, click on “Enrich Historical Data” and all your old contacts will also be enriched with Slintel’s data. 



For all the Contacts/Leads/Accounts you want to enrich, the same number of Slintel credits will be consumed. 

Section 5: Pushing Leads And Export History

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 (add SS) 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).


Section 6: Checking your export history

After you have completed exporting you can view your Exports History going to Settings->System activity->History. Once here, select "Salesforce" and the duration from the drop-down menu [Shown below].

It gives a summary of your export: 

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:

  • 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.