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

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

  • Go-live!

To use LoneScale like a pro, we advise you to read:

1️⃣ Go to your Salesforce settings

2️⃣ Choose what you want LoneScale to do

Active with the toggle button:

  • 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

  • Update contacts

  • 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/OR result 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 ❤️

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