Salesforce Integration
Overview
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Feedback
Web to Lead
Create Lead
Create Contact
Create Opportunity
Create Object
Upsert Lead
Upsert Contact
Upsert Opportunity
Upsert Object
Feedback
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Type | The type of feedback being given |
| Reason | The reason for or status of the feedback |
| Recipient Record Id | LC standard feedback ID (same value as sf_id) |
| Sf Id | Salesforce record ID |
| Sf Status | Salesforce status |
| Sf Type | Salesforce record type (e.g., sf:Lead, sf:Contact) |
Web to Lead
Add a Lead with Web-to-Lead.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Integration outcome. Success or failure |
Reason | If the outcome is failure, this is the reason why. |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
First Name | First name |
Last Name | Last name |
Email | |
Company Name | Company/employer name |
City | City |
State | State |
Title | Job title |
Website | Website |
Phone 1 | Primary phone |
Phone 2 | Mobile phone |
Address 1 | Street address |
Postal Code | Postal code |
Country | Country |
Company Industry | Industry |
Reference | Campaign ID |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Oid | Salesforce unique account identifier |
| Salesforce Custom | |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Lead
Add a new unique Lead.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Company Name Required fieldSalesforce needs this data to function. | |
First Name | |
Salutation | |
Title | |
Email | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Website | |
Company Annual Sales | |
Company Industry | |
Company Number Employees | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Contact
Add a new unique Contact.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Email | |
First Name | |
Middle Name | |
Title | |
Salutation | |
Name Suffix | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Dob | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Opportunity
Add a new unique Opportunity.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Standard CloseDate | Date when the opportunity is expected to close. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Create Object
Add a new unique Object.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Sobject | Salesforce object name |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Lead
Add or Update a Lead.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Company Name Required fieldSalesforce needs this data to function. | |
First Name | |
Salutation | |
Title | |
Email | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Website | |
Company Annual Sales | |
Company Industry | |
Company Number Employees | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Salesforce Upsert Field | Salesforce field used to upsert a Lead |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Contact
Add or Update a Contact.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Last Name Required fieldSalesforce needs this data to function. | |
Email | |
First Name | |
Middle Name | |
Title | |
Salutation | |
Name Suffix | |
Phone 1 | |
Phone 2 | |
Phone 3 | |
Fax | |
Address 1 | |
City | |
State | |
Postal Code | |
Country | |
Dob | |
Skip * | Standard lead fields that should be omitted on submission |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Lead Source | Source of lead, defaults to LeadConduit source name |
| Campaign Id | Used to track specific campaign IDs or codes. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Record Type Id | Salesforce Record Type ID |
| Salesforce Upsert Field | Salesforce field used to upsert a Contact |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Opportunity
Add or Update a Opportunity.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Standard CloseDate | Date when the opportunity is expected to close. |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Upsert Field | Salesforce field used to upsert an Opportunity |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Upsert Object
Add or Update an Object.
Appended Fields
Salesforce will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | Outcome: success, failure, or error |
Reason | Failure or error reason |
Id | ID of the Salesforce entity |
Recipient Record Id | ID of the record in the recipient system (same as "id"; needed for conversion processing) |
Url | URL to the entity in Salesforce |
Warnings | Warnings from the Salesforce API calls |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Salesforce Sobject | Salesforce object name |
| Salesforce Standard | Standard Salesforce fields that are not explicitly mapped by the integration |
| Salesforce Custom | Custom Salesforce field (omit trailing '__c') |
| Salesforce Upsert Field | Salesforce field used to upsert an Object |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |