How to connect the Salesforce (SFDC) Integration (Beta)

Learn how to integrate your Firmable account with your Salesforce account for lead/contact and company/account imports

Below is a step-by-step guide detailing the process of installing the Salesforce Integration including setup prerequisites, setup steps, and property mapping processes.

Prerequisites

Before initiating the integration, ensure the following:

• You are on a Teams or Teams Pro plan with Firmable. 
• You have the Admin role permission on Firmable and the System Administrator role in Salesforce.

Integration setup within Firmable

Connect the integration

• Please email support@firmable.com to request Beta access to the Salesforce Integration. This will make it available within your account. Note: this will not be required post Beta phase.
• Log in into your Firmable account to begin your installation process.
• Click on Manage account in the top right corner.
  
  
  
• In the secondary menu, click on Integrations.
  
  
  
• Locate the Salesforce integration. Click on Connect to Salesforce.
  
  
  
• When prompted, log in to Salesforce and click Allow to give permission for the integration. (Note: it may not if you’re already signed in to an active session).
• Now your Salesforce Integration will be connected to your Firmable account.
  

Mapping company (account) fields

• Next step is to review a list of Salesforce account fields mapped to corresponding Firmable company fields. Under Integrations, click on Salesforce.
• It's mandatory for the Firmable ID to be mapped. You can choose an existing Account property to map. This property will need to have the the data type: "text".
• Alternatively, if you created a custom property in Salesforce account object (in the instructions below) map the Firmable ID to that field.
  
  
  

• Change the other pre-selected (or empty) Salesforce fields under the Salesforce account field dropdown to map to available Firmable data fields. 
  
• Tips on some specific field mappings:
  • Source: Used to identify the record origin, it will be populated as Firmable in Salesforce when mapped. This is optional and you can use an existing source field or create a new custom one (so long as it is a text field, suggest max 10 characters). 
  • Created by: Identifies the Firmable user (full name) who pushed the record. This is optional and you can use an existing source field or create a new custom one (so long as it is a text field, suggest max 50 characters). 
  • First name and Last name: Avoid using the Salesforce Name field for mapping here as it is the full name in one field. Best to map the individual First name and Last name fields instead. 
• Once you’ve reviewed all the properties you want to connect, select the Sync rule for each property that will apply whenever a user chooses to enrich a company record. The three options are:
  
  • When blank use Firmable. This means if there is currently no value in the field for a record, Firmable data will be populated when enriched. This is the most commonly used sync rule. 
  • Override from Firmable. This means regardless of whether there is or isn’t a value in the field for a record, Firmable data will override it when enriched. Note: Be wary of using this as it will override existing data you have populated in Salesforce for that field.
  • Don’t sync. You can also choose not to sync the property at all.
  

• Click Save changes when done.
  
  

Mapping lead fields

• Click on Lead field mappings and review the list of Salesforce lead fields mapped to corresponding Firmable contact fields.
• Complete the same steps as described under Mapping company (account) fields above in the previous step including mapping of properties and choosing sync rules.
• Click Save changes when done.
  
  

Mapping contact fields

• Click on Contact field mappings and review the list of Salesforce contact fields mapped to corresponding Firmable contact fields.
• Complete the same steps as described under Mapping company (account) fields above in the previous step including mapping of properties and choosing sync rules.
• Click Save changes when done.

Your Salesforce Integration is now set up and ready for use.

 

Option to create custom Firmable ID field in Salesforce

If your Salesforce instance does not have a suitable field to capture Firmable ID, You can create a field using the following instructions. The following steps are focused on creating the custom Firmable ID field for the Account object. The same steps will need to be repeated for the Lead and Contact objects also.

• Log in to Salesforce and navigate to Accounts. Click on the settings icon in the top right corner and under Customization click on Edit Account Object.

• Click on Fields & Relationships. 

• Click New to begin creating a custom field

• For step one, it will prompt you to choose a field type. Select Text as the field type then click Next. 

• For step two, you need to configure the field properties using the following values: 

• • Field Label: Firmable ID (recommended for easy identification)
  • Length: 20 characters
  • Field Name: FblProfileId
  • Description: Optional only (not required for Firmable integration)
  • Unique: Check this box
  • External ID: Check this box (improves performance)
  • Click Next

• For step three, establish the field-level security and visibility. Ensure Visible is checked for the System Administrator profile. Adjust visibility for other profiles as needed and click Next. 
  
• For step four (final step), verify all the details, an optional step is to add the field to the Account Layout (not required), then click Save.  
  
• You should now see the newly created Firmable ID field in the fields list. 
  
• Repeat the above steps for both the Lead and Contact objects, from their respective pages.