Salesforce CRM integration is currently in beta testing and available for Enterprise account plans. Click here to check your plan.

Creating a Salesforce sandbox (Beta)

If you don't already have one or would like to beta test this integration in a new sandbox, create a sandbox in your Salesforce CRM account.

Note: We recommend using a Partial Copy sandbox.

Installing the Clive managed package (Beta)

Install the Clive managed package in your Salesforce sandbox. You'll need to log in as a sandbox user.

On the installation screen:

  1. Select Install for specific profiles...

  2. Under Set access level for all profile to, select Full Access and click Set.

  3. Check the box next to the acknowledgement.

  4. Click Install to install the Clive managed package.

Enabling the Salesforce integration (Beta)

In Clive, visit the Administration > Integrations area and click Enable next to the Salesforce integration and follow the onscreen instructions to authenticate with your Salesforce account.

Under Select the type of account you would like to connect with, select Sandbox.

Configuring the Salesforce integration

Visit the Admin > Integrations area, click Manage next to the Salesforce integration, and configure the following settings:

  • Visitor attribute mappings - your existing explicit Visitor Attributes in Clive will be listed here. See "Mapping Visitor Attributes to Salesforce fields" below for more information.

  • General Settings

    • Sync visitors as - choose whether visitors are created as either Contacts or Leads in Salesforce.

    • Overwrite Salesforce data with Clive data - enabling this setting will allow Clive to overwrite existing data for a Contact or Lead in Salesforce with Clive data for attributes mapped here.

    • Match Clive Visitors to Salesforce Leads/Contacts using - choose whether Clive matches a Salesforce Contact or Lead by either their Email address or Full Name in Salesforce.

Mapping Visitor Attributes to Salesforce fields

When a Visitor Attribute in Clive is updated by a form submission, you can choose to map that attribute to a corresponding field in Salesforce, which will be filled or updated (depending on your settings) by that new value.

There are two ways you can map Visitor Attributes in Clive to Salesforce fields:

  • Visit the Admin > Integrations area, click Manage next to the Salesforce integration, and select the appropriate field(s) under Salesforce Field Name alongside one or more Visitor Attributes.

  • Or visit Visitors > Visitor Attributes, edit an attribute, and select the appropriate field under Salesforce Field Name.

Viewing Visitors in Salesforce

If a visitor has been successfully created or updated in Salesforce by Clive, you'll see a View in Salesforce button in the visitor's profile. You can follow this link to view the corresponding Contact or Lead in your Salesforce account.

You'll also see a Clive Visitor Link and Clive Form Submissions link in Salesforce which you can use to view the corresponding visitor or form submissions in Clive.

Beta Testing Notes

  • If you don't see the Clive Visitor Link and Clive Form Submissions fields in your Salesforce sandbox, you may need to edit your Page Layout for Contacts or Leads and select those fields to display.

Did this answer your question?