Connecting to Salesforce

In this article, learn how to connect to Salesforce and the difference between team- and user-level Salesforce connections.

3 minute read

Using Your Salesforce Sandbox

In this article, learn how to connect to your Salesforce Sandbox for testing and some potential limitations you might run into.

3 minute read

Mapping Data to Salesforce

In this article, 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 map to Salesforce Leads.

5 minute read

Creating Leads and Opportunities

In this article, learn how sales reps use Qualified to create Leads and Opportunities in Salesforce and the Salesforce Lead to Opportunity conversion model.

5 minute read

Conversation Recordings

In this article, learn about how conversation data is stored and about how recordings are stored in Qualified.

3 minute read

Using Salesforce Dependent Picklists

In this article, learn how to use Salesforce dependent picklists within Qualified experiences.

10 minute read

Syncing Visitors to Salesforce

In this article, learn how and when Qualified syncs Visitor information to Salesforce.

5 minute read

Salesforce Lead Assignment

In this article, learn how Qualified interacts with the Salesforce Lead object and how those Leads are assigned in Salesforce.

3 minute read

Setting up Campaigns & Attribution

In this article, learn how to create your Campaign in Salesforce and set up Campaign Attribution in Qualified.

10 minute read

Campaign Attribution in Salesforce

In this article, learn how to set up Campaign Attribution to help tie back the ROI of Qualified and to later on easily run Salesforce Reports and Dashboards.

6 minute read

Campaign Attribution Reports

In this article, learn how to create reports in Salesforce to track the success of Qualified experiences using Campaign Attribution.

6 minute read

Campaign Influence in Salesforce

In this article, learn about the importance of campaign influence and how to track and set up campaign influence reporting in Salesforce.

8 minute read

Campaign Attribution Dashboard

In this article, learn how to create a Campaign Attribution dashboard in Salesforce based off our top attribution reports.

14 minute read

Campaign Influence Reports to Create

In this article, learn how to create three reports in Salesforce to help track the success of your Qualified experiences.

10 minute read

Creating a Campaign Influence Dashboard

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

10 minute read

Creating Target Accounts

In this article, learn how to configure Target Account lists in Qualified and how to use those lists to trigger Experiences for ABM accounts.

5 minute read

Creating Experiences for Target Accounts

In this article, learn how to create special Experiences and alerts for those visitors in your Target Account lists.

10 minute read