In this guide, you'll learn how to map data from Qualified to Salesforce, so that you can create Leads, or create and convert a Lead into an Account, Contact, and Opportunity. We'll explain how this works in 3 simple steps:
Once you connect to Salesforce the Settings > Lead Fields section of the Qualified application is where you'll configure your Salesforce data mappings. Many implementation start by mapping a basic set of information to Salesforce for the purpose of Lead creation or Lead creation and subsequent conversion into an Account, Contact, and Opportunity. Let's start with the most basic required fields in Salesforce, such as name, email and company. First, select the "Salesforce Lead Field" drop down and you'll notice that all if your available Lead fields are dynamically pulled in.
If you don't see one of your fields in this list, it means that the user you've connected to Salesforce with doesn't have access to that field. You can change this setting in Salesforce by navigating to Setup > Object Manager > Lead > Field > Set Field Level Security.
What's a data type? It is the "type" of data that a Salesforce field will accept in that field. In the basic example above, the field "Company" is a text field, meaning it will accept a string of characters, and the field "Email" is an email field, which means that it must contain a valid email address. Let's show an example of a more complex (and quite common) data type such as a picklist. In Salesforce it's pretty common for fields like "Company Size" or "Industry" to have a default set of values set by your Salesforce administrator. As a result, when you map data into these fields, it's a good idea to only allow the values set by your Salesforce admin, and once you select the field from Salesforce the mapping automatically pulls in these values as shown here:
When mapping your fields to Salesforce, don't forget to map a field to the Salesforce field "Lead Status." Lead Status is a special field in Salesforce that will determine how a Lead is treated when it is created. As you can see here by hovering over the picklist values for Lead Status, some of the status values have a flag in Salesforce which converts the Lead into an Account, Contact, and Opportunity. In this case if you create the Lead with a status value of "Closed - Converted" the Lead will be created and Salesforce will automatically convert that lead into its corresponding Account, Contact, and Opportunity.
If the process of Salesforce Lead conversion is new to you, please find more information in the Salesforce Help Center
It's a common practice to have some field values hard coded when creating leads in Salesforce. Meaning, you don't want your sales reps to set these values manually, but you want the system to set them based on your rules. The most common of these fields on the Lead object is Lead Source. Setting a hard coded (or "hidden") value to this field will tell you that the Lead originated from a Qualified conversation on your website, and can be used later by marketing managers and sales managers for reporting purposes.
You've just learned how to map data from Qualified to Salesforce, so that when your sales reps use the application, they can create Leads, or create and convert a Lead into an Account, Contact, and Opportunity. We've also explored how to map hidden fields into Salesforce for reporting purposes by your sales and marketing managers.
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