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Leadspace for Salesforce: Integration Tutorial

  • Updated

Last verified: 7/6/2021

Install Managed Package

Login to Salesforce and install the package (v3.75):

Select “Install for All Users" (access is controlled on the Permission Set level, so installing for all user profiles is the recommended approach).

 

Note:

  • If you are simply updating your existing package, please refer to this article: https://support.leadspace.com/hc/en-us/articles/360001567400 
  • For first time installation, please continue below.
  • Order of actions are important to keep, remote site settings, then settings tab, then permission set, then fields mapping.

 

Create Remote Site Settings

Navigate to Setup->Remote Site Settings and create 3 new remote site settings.

LeadspaceSync1:

  • Navigate to the “Settings” tab of Leadspace for Salesforce
  • Right click anywhere on the page -> "Inspect"
  • Enter the “Console” tab, type ”remSite()”, and press enter
  • Copy the returned URL from the “https” to the “.com” (included) and create a new remote site setting

LeadspaceSync2:

  • Copy the instance from your salesforce URL
  • https://<INSTANCE>.salesforce.com

LeadspaceSync3:

  • Copy the instance from your salesforce URL
  • https://<INSTANCE>.lightning.force.com

Navigate to the App

Open the App Launcher and select "Leadspace Audience Sync".

Configure Settings

Navigate to the Settings tab and fill out the following fields.

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  • Program Id: You should have received an email with the subject "Leadspace API V 3.0 credentials". Input the Program Id from the email.
    Secret: Input the Secret from the email.
    Email Addresses: Input the email(s) of whoever should receive an email when a sync job completes.
  • Number of Allowed Transactions: Set the limit for allowed transaction of any single job. Default is 100,000.
  • Enable Logs: Check this box to receive error logs when a sync job fails.

Click on "Test Connection & Save". This should create 2 permission sets (in Salesforce Setup > Permission Sets):

  • Leadspace Admin
  • Leadspace Manager

Assign Permission Sets

Navigate to Setup->Permission Sets. You should see two new permission sets.

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  • Leadspace Admin: Can configure app settings (Settings, Input Field Mapping, Results Field Mapping) and run sync jobs.
  • Leadspace Manager: Can only run sync jobs.

To assign users to a permission set, click on the permission set > "Manage Assignments" > "Add Assignments".

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Additional reference: https://support.leadspace.com/hc/en-us/articles/360012335619-Leadspace-for-Salesforce-Create-Leadspace-Admin-Permission-Set 

Configure Input Field Mapping

Navigate to the Input Field Mapping tab to define your input fields. Leadspace uses certain fields as input in order to best identify and enrich people and companies. Here is where you will tell Leadspace specifically which fields from each object to use as input for enrichment.

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Click "Save" after completing the mapping for each object.

Configure Output Field Mapping

In the 3.53+ version, we split the Results Field Mapping into three separate tabs. This helps with performance on mapping the output fields

You will need to Edit the tabs (pencil icon). Add the Account, Contact, Lead Output Mapping as seen below

 

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You can also remove the 'Results Field Mapping' tab as this will no longer be relevant

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For each object/tab, you have the option to either create a new field to, or map to an existing field in your Salesforce.

To create a new field for Leadspace to populate into, select "<Create New Field>".

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To populate your Leadspace enrichment data into an existing field, click on the drop-down menu and select the existing field you would like to map into.

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Please note, the Leadspace for Salesforce app is required to create the following fields. These fields are managed package fields. Please note you will need at least five fields available for each of the objects (Leads, Contacts, Account) for the app to install.

  • Last Leadspace Activity Date: The last date the record was sent through the app.
  • Leadspace Error Code: Indicates if an error has occurred.
  • Leadspace Error Message: Indicates the type of error that has occurred.
  • Leadspace Record Status: Indicates if the enrichment of the record was a success or failure.
  • Leadspace Related Bulk Id: The id of the bulk the record belonged to.

These fields are technical validation fields and are required for the app to work properly. Customers may also use these fields to help filter and report on records that have been enriched through the app. For example, "Last Leadspace Activity Date is blank" will yield all records that have not been sent through the app, and vice versa.

Create a Test Sync Definition

It is best practice to run one or two records through Leadspace for Salesforce to ensure that the app has been set up properly. Follow these instructions to create a new sync job, and ensure that the status of the sync job is 'Success'. You should also run a report on the records run, and ensure that the Leadspace fields have been populated.