The Salesforce integration is not currently enabled for Professional or Enterprise Plans. If you wish to be notified when this changes, please let us know at support@vision6.com.au
Like the thousands of others, you've got your lists and leads organised in Salesforce. Now you're trying to do some marketing to your contacts via email or SMS but want to keep managing them in the one place. Our Salesforce integration can help by syncing Contacts and Leads to Vision6, any new subscribers from your Vision6 account can be synced as new Leads to Salesforce.
Installing the Salesforce integration
To install our Salesforce integration you will first need to download our installer.
You will first need to decide who to give access to the integration, you can select Admin profiles, all users or manually select user profiles.
Read the third party disclaimer, and if you agree to it, check the box and continue. This will begin the installation process.
Sometimes the app may take a while to install. In this case, wait for the email to let you know that installation has been completed. You won’t need to stay on this page.
Launching Vision6 application
Go into your Salesforce app launcher, and select Vision6.
You will now enter your API key to continue setup.If you have not previously generated an API key or require a new API key, navigate to your Integrations screen, select Manage API keys and click Create API key. We also have a detailed guide available.
You will now be asked to import your data. This won't import any of your contacts yet; it will simply import Vision6 folders, lists and fields.
Next, you'll be ask to setup schedulers. This will setup the synchronization between Salesforce and Vision6.
You now have the option for our application to setup your layouts for you automatically, or choose to skip if you'd like your Salesforce administrator to set it up manually for you another time.
Once you've completed your setup, you can visit the synchronisation wizard.
Synchronisation wizard
Exporting contacts to Vision6
To the right of "I want to export my contacts to", you will have a dropdown box to select the list you'd like to export your Salesforce contacts to.
You can select whether you'd like to automatically or manually synchronise the list.
Click on Configure to continue.
On this screen, you will have an opportunity to map your fields between your Salesforce list, and your Vision6 list. Select the field type, and enter your fields.
You can choose whether these fields appear as mandatory under your Vision6 forms
You can also decide whether the field will appear on the form
Once you finished creating your list name, and folder, click on "Next" at the bottom (depending on the number of your fields, you may have to scroll far down).
You get an option to alter your contact automation tools. You can set your conditions based on what you'd like it to be evaluated on, and what happens to the contact once the field is met.
Once set, Save, and you are done!
Exporting leads to Vision6
To the right of "I want to export my leads to", you will have a dropdown box to select the list you'd like to export your Salesforce leads to.
You can select whether you'd like to automatically or manually synchronise the list.
Click on Configure to continue.
On the next screen, you will given the option to map the leads fields with your Vision6 list. You can also make modifications such as editing the name of your Vision6 list, and assigning it to a new folder.
You will be able to map your Vision6 fields to your Salesforce lead fields. There is a quick match option, that automatically adjusts it for you.
If you wish to map them manually, then you can select the dropdown under lead field to make your selection.
You can decide how you would like the fields to appear in your Vision 6 forms, whether you'd like it mandatory, shown, or hidden.
Click Next to continue
You will get to the final screen where you can set your synchronisation options.
Once you've set this up, you can click on save to lock in your settings. This won't synchronise your settings yet, so to do this, click on "Sync NOW".
Importing leads from Vision6
On your synchronisation page, you will see a dropdown box where you can select the list you want to import your leads from.
Click on Configure to continue.
On the next screen, you will given the option to map the leads fields with your Vision6 list. You can also make modifications such as editing the name of your Vision6 list, and assigning it to a new folder.
You will be able to map your Vision6 fields to your Salesforce lead fields. There is a quick match option, that automatically adjusts it for you.
If you wish to map them manually, then you can select the dropdown under lead field to make your selection.
You can decide how you would like the fields to appear in your Vision 6 forms, whether you'd like it mandatory, shown, or hidden.
Click Next to continue
Once you're ready to create the Salesforce leads from your Vision6 contacts, toggle the button below, and then click "Save".
Managing your settings
Settings
Yo manage your main settings, go to "Settings" placed to the right of the Synchronisation Wizard.
You will find options here to manage your schedulers, and other list and activity options.
Schedulers can help you manage how often data synchronises between Vision6 and Salesforce.
Your "Options" section will allow you to manage how unsubscribed and inactive contacts are managed.
