The integration with Salesforce will sync your contacts and leads from Salesforce directly into your Vision6 account. Your contacts in Vision 6 can also be synced as new leads to Salesforce.
If you have a Salesforce Essentials plan you will need to download the installer for the integration. For Professional and Enterprise plans, the integration can be found and downloaded on App Exchange.
After you have installed the integration you will have the option to go directly to the synchronisation wizard. Alternatively, you can access it by selecting Vision6 from the App Launcher.
There are three primary functions of the integration. Syncing Salesforce contacts into Vision6, syncing Salesforce leads into Vision6, and syncing Vision6 contacts into Salesforce as leads.
To sync your contacts from Salesforce into Vision6, first, determine whether you are adding these contacts to a new list or into an existing list. Select the appropriate option from the drop-down menu.
Select whether you would like to automatically or manually sync the contacts by clicking theas required.
If you’re wanting to sync a segment or list view, set this toggle to automatic. If you’re wanting to manually sync one or more contacts, set the toggle to manual.
If you have opted to export your contacts/leads into a new list, you will now have the option to name that new list and select the folder that it will be placed in.
Below that you will have the option to determine what fields you would like brought across in the sync. The default fields are Mobile Phone and Email but you are free to add any additional fields you have. To do this, click theicon to the left of the field you would like to add. You can also rename the field if required.
At this point, you can also choose whether the fields are mandatory in Vision6 and whether they will appear on forms by default. Both of these settings can be edited in Vision6 at any time. Once you are happy with the field mapping, scroll to the bottom of the page and click.
If you opted to export to an existing list instead of creating a new one, the field mapping will look slightly different. You will see all the fields for that list in Vision6 and will have to match up the required fields with the Salesforce fields.
If you have already completed field mapping on this existing list, many of the fields will be mapped and you’ll only need to complete any additional fields you require.
Theoption at the top will automatically match the fields it detects to be the same, so this may save you some time.
You have the option to add new fields to Vision6 by clicking thebutton at the bottom.
As with exporting to a new list, you can configure if the fields are mandatory and shown in forms (by default) by selecting the toggles to the right of the field.
If you chose to automatically sync your contacts you will now have the option to set up contact automation. By turning this on, your contacts will be synced across to Vision6 hourly, keeping them updated across the two systems.
Select which List view you would like to sync across from the drop-down menu. Any custom list views you have saved will also appear here which gives you the ability to segment your contacts before exporting them to Vision6.
The last step is to decide what happens to the contacts who are synced across but end up removed from the list view. The default behaviour is to deactivate the contact in Vision6 but this can be changed to remove the contact or to do nothing.
If you do not mark the contact automation on, no contacts will be synced across.
Only one segment or list view can be synced to a single list. If you have multiple segments that you’d like to be synced to a single list, the list view will need to be expanded to capture all of these contacts/leads.
If you opted to export your contacts/leads manually you will be taken to the FAQs page which details your options for exporting contacts. Select the contacts you would like exported, then in the top-right, select.
At the top of the menu, you’ll see the number of contacts you selected and below that you’ll have the option to add those selected contacts to any lists that you have set up the field mapping for. To add contacts to a list, simply click thebutton to the left of the list
To import your Vision6 contacts as leads, from the synchronisation wizard select the list you’d like to import then click.
The next step is to map your Vision6 fields to the fields for your leads in Salesforce.
Make sure to turn this automation on if you want all new contacts in Vision6 for this list to be added as a lead in Salesforce. If you do not turn the automation on no leads will be imported.
To access the integration settings click onto settings toward the top of your screen.
All the schedulers are on by default but you can turn these off if required. If a scheduler is turned off, the data may become inaccurate between Salesforce and Vision6 until this is turned back on.