![]() This link will give you quick access to SharpSpring's memberships and assignments related to the Life of the Lead, lists, workflows, pending emails, and campaigns. It will provide you with a quick glance at the pertinent details for the lead. A Lead Hyperlink Widget is a link that will funnel SharpSpring information regarding a lead into Salesforce.Any lead ownership associations will be synchronized with Salesforce, provided the lead owners are mapped to SharpSpring accounts.Lead scores can be pushed from SharpSpring to Salesforce.For each field, it is possible to select whether SharpSpring values will override Salesforce values via the Push option, whether Salesforce values will override SharpSpring values via the Pull option, or whether any conflicts will be handled via the Two-way option.This allows nearly every field to be mapped from Salesforce to SharpSpring, and vice versa. Within this tab, you will be able to decide what lead fields you would like synced on a field-by-field basis. In the Salesforce section of the Settings page is the Lead Field Mapping tab.In order for a lead to be reactivated, the lead must fill out a form or be re-imported via the Import Tool. As leads are deleted in Salesforce, they will be deactivated in SharpSpring.Leads are synced bidirectionally with Salesforce.When SharpSpring and Salesforce synchronize lead information, consider the following: ![]() Indicates that the user has visited a tracked page. Marketing Engagements Salesforce allows you to sync marketing events as activities on a lead or contact record. Choose which type of additional marketing events you want to sync to Salesforce as activities on a lead or contact record:Īn activity log showing when an email has been sent throughĪn activity log showing when an email sent through SharpSpringĪn activity showing the first time a link is clicked in an email Important: Back up all of your Salesforce data before integrating Salesforce with SharpSpring. Enter your security token in the User Token field.Enter your password in the Password field.Enter your username in the Username field.Click Salesforce, located under Third-Party Settings in the left panel.Click Settings in SharpSpring's left toolbar.To put your Salesforce credentials in SharpSpring, do the following: Select Never expires in the User passwords expire in drop-down list.Įntering Salesforce Credentials into SharpSpringĪfter setting password expiration, you will need to input your Salesforce username, password, and security token in SharpSpring.Click Password Policies in the drop-down list.Click Security Controls, located under Administer in the left panel.Click Setup in the top-right corner of Salesforce.To ensure that your password does not expire unexpectedly, do the following: ![]() ![]() If the password expires, it will disconnect the Salesforce API from SharpSpring. You will need to make sure that your Salesforce password does not expire. Setting Salesforce Passwords to Never Expire Once the integration is complete, the Salesforce opportunity name will be displayed in the Memberships tab of the associated SharpSpring contact's record. While you can still open the Sales menu, all sales activity is expected to be conducted within Salesforce. Important: Once you have successfully connected Salesforce to SharpSpring, the Accounts, Opportunities, Pipeline, and Reports sections of SharpSpring will be removed.
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