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Salesforce Leads and Deals

Overview

PartnerStack's bidirectional Salesforce integration allows you to manage Partner leads and deals within your Salesforce.

Before you begin

  1. PartnerStack account has enabled Lead Submission and/or Deal Registration.
  2. Consult your Salesforce administrator to ensure you correctly configure the integration for your business.

1. Authenticate Salesforce

Authenticating your Salesforce with PartnerStack creates a few required fields on the Opportunities and Lead object, as well as providing ParterStack read/write access to your SFDC instance.

Authenticate Salesforce

  • Login to PartnerStack and go to your Groups
  • Click on the group you'd like to connect to Salesforce
  • Click to either authenticate with a Salesforce sandbox, or live instance.

2. Enable PartnerStack Fields in Salesforce

During setup, we create fields on your Opportunity and Lead objects to store the PartnerStack partner_key in and object type in your Salesforce.

This field is critical for the integration and following tracking. At this time log in to your salesforce and ensure that Lead and Opportunity fields with labels gs
partner_key and gs object type were created as in the images below.

In order to have access to these fields, PartnerStack requires at least admin-level access to be enabled.
To update access levels on these fields click on the "Set Field-Level Security" button. We suggest to just set these fields to all access as in the image below.

Updates are pulled from your Salesforce on a 20 minute interval. Once these field visibilities have been updated hit the "Poll SFDC" button within PartnerStack to force a re-poll so we can pull these field updates. Then refresh the page.

If these fields weren't created during authentication they must be created now. Create Text fields with a length of 255 characters named gs partner_key and gs object_type on both Lead and Opportunity objects.

3. Sync PartnerStack Leads

If you have not enabled Lead Submission for this Group, skip to step 5.

Choose to sync PartnerStack Leads with either Salesforce Leads, or Accounts + Contacts + Opportunities. This decision will depend on your business, contact your Salesforce administrator if you are unclear on this step.

Sync PartnerStack Lead statuses with Salesforce Statuses. Depending on which Salesforce Object you are syncing with you will be presented Lead statuses or Opportunity stages pulled from your Salesforce. Map these to our internal PartnerStack Lead statuses. What these PartnerStack statuses mean can be found within the [Lead Submission] guide.

4. Sync PartnerStack Deals

If you have not enabled Deal Registration for this Group, skip to the next step.

Choose to sync PartnerStack Deals with Account + Contact + Opportunity records within your Salesforce.

Next you will want to sync your PartnerStack Deal stages [that you have created] with Opportunity Stages within your Salesforce.

5. Customize Forms

Whether you have chosen to allow partners to submit Leads or register Deals you will want to add custom form fields to ensure your partners are submitting the right information with each Lead/Deal.

You may have already set up some custom fields, but now that you have Salesforce authenticated you are able to add Salesforce specific fields that will map to records in your Salesforce.

The example image below will show the set up for a Deal registration form, but all the same applies for Lead submission forms.

To add a Salesforce specific field click on the "Add a Salesforce field" button
Select which Salesforce Object (Account/Contact/Opportunity/Lead) you wish the configured field to map to. This will pull a list of field options from your Salesforce to choose from.

Select the field name that you want to capture (you may supply a default value if this field is left blank). You may also wish for this to be field hidden from partners, or a field that partners are required to fill out to submit the form.

If a field is a picklist type within your Salesforce, you will be able to supply the values you wish for partners to be able to select from.

Click to add the field to your form. You may re-order the field at this point and/or update its required and hidden statuses.

6. Approving or Declining Salesforce Sync

Deals

We realize that Salesforce Opportunity records are often precious things that you will want control over. That is why when a Partner registers a Deal, you will be notified and can either approve or decline its sync with your Salesforce, thus keeping your Opportunity records clean. At this point you may create new Account and Contact records, or choose to use existing ones given their Salesforce Object Id (see image below).

Leads

Since Salesforce Leads are more of a jumping off point for other records, when Leads are submitted by Partners on PartnerStack we will attempt to auto-create a Lead in your Salesforce. However, before doing this, we will cross reference Leads in your Salesforce for overlapping information. If any overlapping Leads are found, we notify you and the sync approval process must be manual as shown below.

Once a Lead or Deal is synced within your Salesforce, updates to the Lead made in PartnerStack will be pushed to the corresponding records in Salesforce. On the same accord, any updates made to corresponding records in Salesforce will push back to PartnerStack and update the attached Lead/Deal.

Associated Salesforce records can be viewed from with the synced Lead or Deal records in PartnerStack as in the image below.

7. Testing

We recommend to run a test by creating a partner account and submitting a Lead/Deal to your company.

Any errors thats that come up during testing will be logged in the Lead/Deal record on PartnerStack within the Salesforce Tab. Often these issues arise when there are validation rules in place that our records do not meet. We recommend adding by passes to any Salesforce validation rules to Leads/Opportunities coming from PartnerStack.

Pulling Down Existing Leads/Deals

PartnerStack can support assigning already existing Lead or Deals from your Salesforce instance back to Partners in your program. Note that all the below will take up to a max of 20 minutes to sync with your Salesforce. If the updated records are not reflected after 20 minutes, contact our success team.

Deals

To assign an existing Deal back to a Partner from your Salesforce simply update the Opportunity record in Salesforce to have a gs_partner_key value equal to the partner_key for the Partner you're assigning the Deal to, and set gs object_type to deal.

Leads

To assign an existing Lead back to a Partner from your Salesforce, simply update the Lead record in Salesforce to have a gs_partner_key value equal to the partner_key for the Partner you're assigning the Lead to, and set gs object_type to referral.

If this Lead has since been converted to an Opportunity, and you wish to assign that to a Partner, you must update the converted Opportunity record in Salesforce to have a gs_partner_key value equal to partner_key for the Partner you're assigning the Lead to, and set gs object_type to referral.

Need Help?

Don't hesitate to message our success team via [email protected]

Updated 9 months ago

Salesforce Leads and Deals


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