Salesforce: Create lead with SFDC API

Ready to create leads in real-time in your SFDC platform? Excellent! This document provides step-by-step instructions to set up an automatic API data-transfer to Salesforce.com. Please note, this requires an SFDC account-level that allows API access.
 

Before we begin

There are few items you'll need to roundup from Salesforce prior to setting up the integration, listed below:

  • SFDC account name
  • SFDC password
  • SFDC security token


There are few items you'll need to have ready in ion prior to setting up the integration, listed below:

  • Create data collection fields
  • Create ion form(s)
  • Set-up testing creative 

Let’s Get Started!

1. Add SFDC account credentials to ion

  1. Click the Integrations in your ion console’s side nav
  2. Click “Set up Account Credentials” toward the top of the screen
  3. Under Salesforce, click “New salesforce credential” button
  4. Add a friendly label for your account then enter your SFDC username, password and security token
  5. Save

2. Create field mapping

Taking the steps below will map your ion data collection fields to their corresponding SFDC API field names. To get started, add your new field mapping:

  1. Click the Integrations in your ion console’s side nav
  2. Click green “New field mapping” button
  3. Label the field mapping and optionally add a description
  4. From the Integration type menu, select “Salesforce.com
  5. Save

3. Add Outbound fields to field mapping

Outbound fields define the data you extend from ion to your external web form.

  1. Click the green “New outbound field” button to add a new field to your field mapping
  2. When adding a new field, you will either select from the Data Collection drop-down menus, Core Field drop-down menu, implement a mashup template or add a field via JavaScript
    • To add a form field, use the Data Collection drop-down menus to select the data field category then data collection field
    • OR, to add an ion Core field, select from the Core Field drop-down menu
    • OR, to export multiple ion fields to one external field, use the Mashup Field by plugging , etc. into the editor
    • OR, to reformat a value prior to export, use the JavaScript field to add logic around the value collected in ion. To access data collection fields via Javascript, use respondent.dataname.
  3. Optionally make your field required to run the integration
  4. Optionally add a default value
  5. Select the Salesforce lead field from the drop-down menu of your SFDC API field names
  6. Repeat these steps for each field that should be included in the Field Mapping
  7. Skip inbound fields

4. Create integration

  1. Navigate back to Integrations screen
  2. Click into the Integrations tab
  3. Click green “New integration” button
  4. Enter label
  5. Optionally add a description
  6. Select the Field Mapping you’ve just created
  7. Set maximum retries
    • If there is a service interruption with the external platform, ion will retry the post on the top of the hour for as many retries as you indicate here.
  8. Optionally set a value for the Salesforce Lead Source
  9. Save
  10. Optionally add yourself to the debug distribution list for testing
    • Click on the envelope icon beside the integration label and enter your email address
    • This will deliver an email to you when the integration runs that indicates if the lead was successfully created in SFDC

5. Add integration to ion pages

The ion platform runs the integration based on rules you create. Rules can be added to any actionable item in your ion creative. Integration rules are typically run at the form-level, upon form submission, or on an assessment step. Follow the steps below to add the integration to your ion pages.

  1. Navigate into the creative
  2. Click on the form, button or link you seek to make the trigger to run your integration
  3. In Creative Studio, click on +rules
  4. Select the condition that needs to be met to run the integration
    • “No conditions required” is typically used
  5. Select “Run integration” then select your SFDC integration as the action
  6. Save

6. Test integration

To test your integration, use the creative you set up prior to beginning the integration steps. Please note, integrations do not run in Preview Mode so you'll want to open a URL for testing. The integration will run once you submit the ion form, or complete the action that runs the integration rule. If you’re on the debug email distribution list, you’ll receive an email that indicates if your test lead has been created in SFDC. You’ll also want to verify success by ensuring the lead was created in your SFDC instance.
 

Nice work!

Once you’ve completed these steps, your integration is ready for use. You can add the rule to run the integration on all applicable creatives. If you run into any issues, please email help@rockcontent.com.