Setting up a Salesforce Integration

How to set up your Salesforce integration using CompuLead+

How to Setup your Salesforce Integration

This help article is divided into 4 sections:

  • Connect to Salesforce
  • Field Mapping
  • Invite Team Members
  • Download/Test the App

Login to Salesforce

1. Connect to Salesforce
   a. While on Step 4 (Connect to MA/CRM) of the CompuLEAD+ process 
   b. Click on the “Salesforce” icon

1. Salesforce-Mac.fw

Upon click the Salesforce login screen will appear as a popup

2. Login to your Salesforce account
   a. Enter Username
   b. Enter Password
   c. Press “Login” button

2. Salesforce Login-Mac.fw

3. Salesforce Connection 

   a. If you successfully connect to Salesforce you will receive this message
   b. Click the “Save & Continue” button

3. Access Granted-Mac.fw

Field Mapping

4. Map Fields
   a. Click on any of the fields labeled “Not Mapped” and a dropdown menu will appear. 
   b. Select the Salesforce field that matches the atEvent field. 

In this example we are mapping First Name → FirstName

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5. Field Mapped Successfully
   a. Field is mapped successfully with mapped field displayed in the dropdown box 
   b. The Mapping icon next to the field will now be illuminated in green
   c. The Mapping counter will increment displaying the total number of fields mapped versus             the total number of fields. 

In this example First Name has been successfully mapped and it is only 1 field of 15 that have been mapped (1/15)

5. Mapping Saved-Mac.fw

6. Save Field Mapping

   a. When you have finished with all of your field mappings scroll to the bottom of this screen           and press the “Save & Continue” button

6. Save Field Mappings-Mac.fw

   b. You will receive the following popup message:

   c. At this point you must decide if all of your desired mappings have been completed. If you          are satisfied with the current mapping setup then click “Continue”

6b. Marketo Successful-Mac.fw

Invite Team Members

7. In order to invite team members:
   a. Click the “+ Add Team Member” button

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   b. Fill in the Team Member’s personal contact info

      - First Name
      - Last Name
      - Email
      - Role (select from dropdown menu)
   c. Select “Invite”
   d. Select “Save & Continue”

7b. Invite Team-Mac.fw

Download/Test the App

8. Download the App
   a. Scan the QRCode, this will lead you to the link to download the app
   b. Click “Save & Continue”

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9. Test & Finish

   a. Login to the app
   b. Scan the test badge

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   c. Confirm the data. Make sure to check the Leads Dashboard in atEvent Central and                     Salesforce to verify that the data was saved correctly.
   d. Contact Customer Success if something is not functioning correctly
   e. View Lead Interactions
   f. Click “Finish” when you are ready to end your CompuLEAD+ session

9c. Test the App-Mac.fw

10. Finish Your CompuLEAD+ Session by clicking “Log Out”

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For any additional questions regarding this feature, please contact your Customer Success Manager or contact Support (support@at-event.com) for any assistance.