Connecting to Salesforce

Connecting to Salesforce is the first step in integrating the two systems. Learn about the difference between team-level and user-level Salesforce connections

3 minute read

Mapping Data to Salesforce

Learn the basics of mapping Qualified Lead fields to Salesforce Lead fields, supported data types, and how hidden field information like Lead Source and UTM parameters mp to Salesforce Leads.

5 minute read

Using Your Salesforce Sandbox

In this guide we'll walk you through how to connect to your Salesforce Sandbox for testing and some of the limitations you might run into.

3 minute read

Creating Leads and Opportunities

Understand how sales reps use Qualified to create Leads and Opportunities in Salesforce. Better understand the Salesforce Lead to Opportunity conversion model.

5 minute read

Conversation Recordings

Conversations your reps have with qualified leads are stored on Salesforce Lead and Opportunity records. Learn about how the data is stored and what the conversation activity looks like.

3 minute read

Campaign Attribution in Salesforce

In this guide, we’ll go over the basics of setting up Campaign Attribution to help tie back the ROI of Qualified and to later on easily run Salesforce Reports and Dashboards.

6 minute read

Setting up Campaigns & Campaign Attribution

In this guide we'll go over how to create your Campaign in Salesforce and setup Campaign Attribution in Qualified.

4 minutes

Creating Campaign Attribution Reports

In this guide, we’ll walk you through creating reports in Salesforce to help track the success of your Qualified experiences using Campaign Attribution.

6 minute read

Campaign Attribution Dashboard

In thsi guide we'll go over how to create a Campaign Attribution dashboard in Salesforce based off our top attribution reports.

6 minutes

Top Campaign Influence Reports to Create in Salesforce

In this guide, we’ll walk you through creating three reports in Salesforce to help track the success of your Qualified experiences.

10 minute read.

Creating Your Campaign Influence Dashboard

In this guide, we’ll walk you through how to create your Campaign Influence Dashboard in Salesforce and some of the key Dashboard components you’ll want to include.

10 minute read

Setting Up Target Accounts

In this guide we'll walk you through setting up your Target Account lists within Qualified and how to use those lists to trigger Experiences for your ABM accounts.

5 minutes

Creating Experiences for Target Accounts

In this guide we'll walk you through how to create special Experiences and alerts for those visitor in your Target Account lists.

10 minutes