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

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

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

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

Using Salesforce Dependent Picklists

In this guide we'll go over how to use Salesforce dependent picklists within your Qualified experiences.

10 minute read

Salesforce Lead Assignment

In this guide, we’ll walk through how Qualified interacts with the Salesforce Lead object and how those Leads are assigned in Salesforce.

3 minute read

Syncing Visitors to Salesforce

In this guide we’ll walk through when Qualified syncs Visitor information to Salesforce.

5 minute read

Setting up Campaigns & Attribution

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

10 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

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

Creating New Leads in SFDC or Prospects in Pardot

In this guide we'll walk you through how to decide if you should first push your Leads to Salesforce or push your Prospects to Pardot.

5 minute read

Campaign Attribution Dashboard

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

14 minute read

Campaign Influence in Salesforce

In this guide, we'll go over why Campaign Influence is so important and how to set it up in Salesforce to be used to track your Qualified.com campaign.

8 minute read

Campaign Influence Reports to Create

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 a 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

Creating 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 minute read

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 minute read