Thank you for your interest in LoneScale! This overview outlines how LoneScale integrates with Salesforce to automate account signal capture (job postings, tech stack, etc).
You will find that implementing LoneScale is a very light lift compared to most tools you connect with your Salesforce.
This article will cover:
Custom configuration and mappings to Salesforce
Insert signals into Salesforce as a custom object record
To use LoneScale like a pro, we advise you to read:
#1 -> the connexion guide
#2 -> the setup guide (= this article)
1️⃣ Go to your Salesforce settings
2️⃣ Choose what you want LoneScale to do
Active with the toggle button:
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 new contacts
Create a custom object record
3️⃣ Map your Salesforce fields with LoneScale fields
👉 Enrich your Salesforce accounts and contacts with the data of LoneScale
⚠️ You must enrich your accounts
AND/ORresult triggers (create custom object records) to enjoy the effects of LoneScale in your CRM
When your accounts are enriched by LoneScale, LoneScale can update your Salesforce contact properties such as "LinkedIn ID", "Tools stack", ...
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 ❤️