Topics covered:
- What is this about
- Getting Started with Salesforce Onboarding
- Frequently Asked Questions
What is this about
Setting up the Salesforce package, syncing activity between Cadence and Salesforce, configuring email integration, and mapping fields between the two tools are all part of the Salesforce onboarding process using the Outlook system.
Start Onboarding will redirect the user to the CRM Application - or Click here.
Getting started with Salesforce Onboarding
To onboard Salesforce, there are a few steps. The steps are as follows.
Step 1. CRM Setup: To begin, the Salesforce package must be installed. The installation process and setup instructions can be found in the article: Steps for Ringover Cadence Package Installation and Setup.
After Salesforce is connected, users can see the connection status in the Setting Page > Salesforce.
Step 2. Activity Syncing: Cadence has a "bi-directional" sync feature that allows data to flow between Salesforce and Cadence. Supported activities include calendar, email, notes, and SMS. SMS activity is communicated to the tool using webhooks, which must be set up in the Ringover Dashboard.
Step 3. Email Setup: To connect your Outlook to the Cadence tool, you just need to click on the Connect with Outlook button, this will redirect you towards the authentication page. Once you have logged in to the email address, you will need to authorize access to the account. Once you connect your outlook account, you can select your primary mail and add signatures.
Step 4. Field Mapping: To ensure that data is properly synced between Cadence and Salesforce, it is important to map the fields between the two tools. Required fields for leads include first name, last name, and organization/account name.
In Salesforce, the following field mappings apply:
A) Lead:
- First Name => First Name,
- Last Name => Last Name,
- Linkedin URL => Custom Field,
- Job Position => Title,
- Company Name => Company,
- Company Size => Custom Field,
- Company URL => Website,
- Zipcode => Zipcode,
- Country => Country,
- ZoomInfo => Custom Field,
- Primary Phone Number => Phone/Custom Field,
- Mobile Phone => Mobile Phone/Custom Field,
- Company Phone => Custom Field,
- Other Phone 1 => Custom Field,
- Other Phone 2 => Custom Field,
- Primary Email => Email,
- Alt Emails => Custom Field,
- Integration Status
B) Account:
- Company Name => Account Name,
- Company Phone Number => Account Phone,
- Company Size => Custom Field,
- Company URL => Website,
- Zipcode => Zipcode,
- Country => Country
C) Contact:
- First Name => First Name,
- Last Name => Last Name,
- Linkedin URL => Custom Field,
- Job Position => Title,
- Zoom Info => Custom,
- Primary Phone Number => Home Phone,
- Email => Email
D) Custom Form Builder: The custom form builder allows users to create custom forms with fields that are specific to their needs. However, some fields may be set by the CRM system and cannot be edited.
Step 6. Admin Rules: There are email rules and task and cadence rules that can be set by the admin to customize the behavior of the tool. e.g Allowed days to send emails, SMS working days, etc.
Step 7. Group Setup: This involves setting up the team and configuring team-level settings.
Step 8. Personal Setup: Each user can set up their personal settings, including their Calendly link, timezone, language, and custom task creation with the calendar.
Frequently asked question
- Q. What is the Salesforce onboarding process?
Ans. The Salesforce onboarding process involves installing the Salesforce package, syncing activities between Cadence and Salesforce, setting up email integration, and mapping fields between the two tools.
- Q. What activities can be synced between Cadence and Salesforce?
Ans. Cadence has a "bi-directional" sync feature that allows data to flow between Salesforce and Cadence. Supported activities include calendar, email, notes, and SMS. SMS activity is communicated to the tool using webhooks, which must be set up in the Ringover Dashboard.
- Q. Can I create custom forms with the custom form builder?
Ans. Yes, the custom form builder allows users to create custom forms with fields that are specific to their needs.
- Q. How can I customize the behavior of the tool with admin rules?
Ans. There are email rules and task and cadence rules that can be set by the admin to customize the behavior of the tool. For example, the admin can set the allowed days to send emails or configure the SMS working days.
- Q. Who is the default CRM Administrator?
Ans. By default, the super admin is selected as the CRM Administrator.
- Q. What can the CRM Administrator do?
Ans. The CRM Administrator account is used to perform generic functions such as field mappings and automated imports. It may also be used for other actions that require elevated access.