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Setup Salesforce integration - Contacts module
Setup Salesforce integration - Contacts module
Updated over a week ago

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:

💡 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/OR result triggers (create custom object records) to enjoy the effects of LoneScale in your CRM

  • When 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 ❤️

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