Thank you for your interest in LoneScale! This overview outlines how LoneScale integrates with Salesforce to automate job change capture & sales engagement handoff. You will find that implementing LoneScale is a very light lift compared to most tools you connect with your CRM.
This article will cover:
Custom configuration and mappings to Salesforce
Report/list creation for what data we want to track for you
Insert signals into Salesforce as a custom object record
Go-live!
To use LoneScale like a pro, we advise you to read:
#1 -> the connexion guide
#2 -> the setup guide (= this article)
#3 -> the use case
💡 If you don't have a LoneScale account, Go to this page to create an account with a Free Trial
1️⃣ Go to your Salesforce settings
2️⃣ Select your contacts' LinkedIn url property
OPTIONAL -> If you have the LinkedIn links of your contacts you can select them for better results
3️⃣ Choose what you want LoneScale to do
Active with the toggle button:
Update contacts -> detect existing contact thanks to your Salesforce ID for contact tracking workflows
Update accounts
Simple: Detect existing accounts with domain name
Advanced: Create a waterfall search to detect existing accounts thanks to the domain name, if not fund used criteria 2 then criteria 3
Create new accounts
Create a custom object record
4️⃣ Map your Salesforce fields with LoneScale fields
👉 Enrich your Salesforce contacts with the data of LoneScale
⚠️ You must enrich your contacts
AND/ORresult triggers (create custom object records) to enjoy the effects of LoneScale in your CRMWhen your contacts are enriched by LoneScale, LoneScale can update your Salesforce contact properties such as "job title", "company name", ...
To see all the properties that LoneScale can enrich click "Open example"
Then you just have to choose the Salesforce field you want to update, the action to do ("Replace" OR "Completed only if it's empty"), and the LoneScale field with which one to do this action
You can add as many actions as you want to click on the "+" button
Here you can see an example:
5️⃣ Create custom object records
6️⃣ Enjoy and exploit your results directly in Salesforce 🎉
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️