Previous Step: Connect your account


Moving on, 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. Let's see how you can go about configuring your Salesforce integration. 


Go to the "Configuration" tab from your Salesforce integration page:


You can now choose to transfer leads and contacts from your Slintel to your Salesforce account.


  1. Lead Settings

If you want to transfer Leads to your Salesforce account,  select “Create a Lead” under the option “When I click Export (Salesforce) button”. 


Toggle the update button to enable updating of Leads on Salesforce as they get updated on Slintel. This will not cost you any credits. 


Important Note: New account linking and creation is not possible if you choose to transfer people as Leads. This is only possible when you decide to push Leads and Contacts to your Salesforce account.



  1. Contact Settings

Choose “Create a Contact” from the same dropdown menu if you want to export Leads as Contacts on your Salesforce account. While pushing Leads as Contacts, you can- 

  • choose if you want to push a Contact with or without an Account attached to it

  • create an orphan Contact if the Account push fails while pushing records


Toggle the update button to enable updating of Contacts on Salesforce as they get updated on Slintel. This will not cost you any credits. 



  1. Account Settings

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

 


  1. Source Settings

“Source” settings allow you to tag all the incoming Contacts and Accounts from Slintel on your Salesforce instance. This option allows you to tag Contacts, Leads, and Accounts to differentiate and recognize them on your Salesforce instance. 


For example, to tag Contacts on Salesforce that are from Slintel, you can select the Contact source to be mapped to the 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


Once done, click on "Update Settings". 




Next Step: Field Mapping