1Click on the Integrate option on the left navigation panel.

2If you have an admin role in Demand and SF, you will see a Salesforce tab. Click on that tab. If you do not see this tab, that’s because you do not have admin permissions. In that case, please contact your admin for further assistance.

3You will see the Authentication tab and a CONNECT button on the page. Click on CONNECT.

4When you click on CONNECT, you will be taken to the Salesforce login page, where you need to enter your Salesforce credentials and click Log In.

5If you’ve entered the correct Salesforce credentials, you will be taken back to the Authentication page. You will also notice a green tick and a message to imply that you have successfully connected to your Salesforce account.

6At any point in time, if you wish to disconnect your Salesforce account, you can click on the Disconnect link and follow the instructions.

7After your Salesforce has been disconnected, you will once again see the below screen with the CONNECT button and without the green tick.

Reach out to product@buzzboard.com for any further assistance

Now that you have connected your Salesforce account, the next step is to configure the enrich process.

1Click on the CONFIGURE ENRICH PROCESS button.

2This will take you to the Configuration tab where you will see a 4-point stepper. The stepper is meant to indicate your progress in the configure process.

The above screen denotes the 1st step of the Configure process – Sync. As you can see, Sync is highlighted in the stepper as well.

Step 2a: Sync

1This step lets you configure your preference to sync new prospects from Demand to Salesforce, which can either be Leads or Accounts. Based on your preference, select one of the radio buttons and click on SAVE & NEXT to continue to the next step. If you select Leads, you will be able to sync all contacts for a business from Demand to Salesforce as new leads. If you select Accounts, you will be able to sync all contacts for a business from Demand to Salesforce as contacts under the same account.

2In case, you want to complete the configuration process at a later point in time, you can simply click on the SAVE button. By doing so, you can come back any time and resume from where you left off previously.

Step 2b: Select Signals

1When you click SAVE & NEXT in the previous step, you will land to the below screen.

2This step is called Select Signals where you can select the signals (additional fields besides the default business information fields) that you wish to sync for any business from Demand to your CRM.

3Select an option Leads/Accounts from the Map for dropdown.

4The left bucket is a scrollable list that consists of all the signals (apart from the default business information fields) available in Demand for a given business. The right bucket is where you would add all the signals that you wish to sync.

5Please note in that case, only the business information fields will be synced between Demand and Salesforce (which you need to map in the next step).

6To select 1 or more signals, simply select the signal names in the left box and click the green arrow. This action will move those selected signals from the left bucket to the right bucket.

7To undo a selection in the left bucket, uncheck the corresponding checkboxes.

8You can also select an entire section by selecting the section name and the green arrow.

9Click on the Select All link in any box to select all signals in that box.

10In case you want to remove any signal(s) from the Signals to be mapped list, select the signal(s) in the right box and click on the left arrow to move it back to the left box.

11Once you are done with signal selection for Leads and/or accounts, click on SAVE & NEXT to continue.

Step 2c: Map Fields

1After clicking on SAVE & NEXT in the previous step, you will come to the below screen:

2This step is called Map Fields where you need to map:

• The default business fields with corresponding fields in Salesforce
• The selected signals with corresponding fields in Salesforce

3As you can see, there are a few business information fields on the left – Business Name, Website, Street Address, City, State, Zip, Country, Business Phone. These fields represent default fields in Salesforce. You need to map the fields on the left with a corresponding field in Salesforce.

4To make it easier for you, we have pre-mapped most of the default fields. However, you can click the dropdown(s) on the left to search and select any other Salesforce field for the mapping.

5You will see two different sections to map fields. One for adding new records and the other for updating existing records. You need to map these fields separately for adding new prospects and updating existing prospects in your Salesforce.

6The reason we ask our customers to do this mapping separately for the two scenarios is because they might have different preferences for syncing data as new records vs. existing records. New records are added as fresh records but existing records may already have some values in these fields which they may not want to be overwritten. Hence, we provide the option to configure separately for these 2 scenarios.

7It is mandatory to map all the default fields. If any of these fields are unmapped, you will see a red border for that textbox and cannot proceed unless you complete the mapping for all default fields.

8Please note that it is crucial to map fields that are of the same data type to avoid any sync errors. For example, Business Name is a ‘text’ field type in Demand. It has to be mapped to a ‘text’ field type in Salesforce and not to a ‘date’ field type.

9Click on SAVE & NEXT to map the signals that you had selected in step 2.

10Map the signals to the desired fields in Salesforce and click on SAVE & NEXT.

Step 2d: Manage Duplicates

1This step asks you to configure the de-dupe logic that needs to be followed for the sync process. You can either continue with Demand (the default option) or select Salesforce de-dupe logic for identifying duplicates between Demand and Salesforce. If you select Demand, you will have to configure the de-dupe logic next.

2Click on SAVE & NEXT. If you selected Demand, you will see the below screen:

3Each box represents a filter.

4Each row represents a sub-filter.

5You can click on the + icon to add a sub-filter and the ‘trash’ icon to remove a sub-filter.

6You can add another filter by clicking the Add Filter.

7Here’s the definition of headers:

• Field Name corresponds to the columns in the Salesforce Leads table.
• Matching Methods have two values – FUZZY (for similar matches) and EXACT (for exact matches)
• Operator has two values – AND and OR. It is the logical operator used to join the sub-filter.

8The default dedupe logic in Demand for Leads is (Company Name FUZZY OR Phone FUZZY). This means that if a prospect has a business name OR phone number similar to that for any Salesforce Lead(s), then those prospect(s) will be marked as duplicate(s).

9You can update this de-dupe logic according to your choice by selecting any other field, matching method and operator from the dropdowns.

10Once you are done, click on SAVE & NEXT.

11You will be taken to the configure screen for the Accounts de-dupe logic.

12The default de-dupe logic for Accounts is (Account Name FUZZY OR Account Phone FUZZY). Again, you can update this logic as per your choice.

13Once you are done, click on SAVE & NEXT.

14You will be taken to the configure screen for the Contacts de-dupe logic.

15The default de-dupe logic for Contacts is (Last Name FUZZY OR Phone FUZZY). You can update this logic as per your choice.

16Once you are done, click on DONE.

Step 2e: Configuration Summary

1You are now done with the configuration process and ready to start your first sync to/from Salesforce.

2You will see the Configuration Summary screen that has a summary of all the configurations made. You will see an additional box in this page – Sync From. There are 2 options here – Sync from Demand to Salesforce and Sync from Salesforce to Demand. You can choose any 1 or both based on your choice. To know more about Sync from Demand to Salesforce, click here.

3You can update the configuration for any section from this page and click the UPDATE button to save the updates.

4If you wish to change the Sync configuration from Leads to Accounts or vice versa, click the desired radio button in the Sync as section followed by the UPDATE button.

5If you want to change the de-dupe logic from Demand to Salesforce or vice versa, click the desired radio button in the Manage Duplicates section on this page, followed by the UPDATE button.

6Whenever you click the Demand radio button in the Manage Duplicates section, you will see the below pop-up where you can update the logic.

7If you do not wish to update the de-dupe logic, click the CANCEL button or cross icon to close the popup.

8You can use the Add Filter option to add a new filter section and the + icon to add a sub-filter to an existing filter section. The functionality remains the same as mentioned above in Step 4: Manage Duplicates section.

9After you are done making new updates to the de-dupe logic, click the APPLY button.

10The next three sections show the configurations done specifically for Leads and/or Accounts. These are the Select Signals, Map Default Fields and Signals.

11Select Leads/Accounts in the dropdown to view and/or update the configurations specific to Leads/Accounts respectively.

12If you want to add new signals, click on the Click here link in the Select Signals section.

13Please note that if you select Leads in the dropdown, this section will show the signals that were selected to be synced for Leads. Similarly, if you select Accounts, this section will show the signals that were selected to be synced for Accounts.

14When you click the here link, you will get a popup where you can select and add more signals for Leads/Accounts based on your selection in the dropdown before.

15If there are no new signals to be added, click CANCEL or the cross icon to close the popup.

16If there are any new signals selected and added, click APPLY.

17You will see the below pop-up instructing you to map the recently added signals.

18Click on OK or cross icon.

19You will be navigated to the Signals tab on the same page, with the new signals highlighted in red border. Map those new signals with a desired Salesforce field from the dropdown.

20Once you are done with the mapping, click the UPDATE button.

21If you want to edit the mapping for any of the Default fields or Signals for either Leads/Accounts, you can do so directly in the respective tabs. Don’t forget to click UPDATE to save these changes!

22After the configuration is complete, you will be able to see the Sync to CRM buttons and icons on the Prospects page.

23Enter a search criteria in the Global Search bar and click the search icon.

24You will be taken to the Prospects page.

25Click on the Bulk selection checkbox.

26A pop-up will appear with the Add and Sync to CRM button. Enter the number of prospects that you want to add and sync and click that button.

27The Sync to CRM option is also available as an actions when you select a row.

28We will cover more details of the Sync to CRM feature and flow in this document.