Ad
More Related Content
What's hot (13)
Viewers also liked (9)
Ad
Similar to InboundScore Salesforce Integration (20)
Ad
InboundScore Salesforce Integration
- 1. Salesforce Integration Kelly Huffman | VP, Sales (415) 407-5710 | [email protected] * Requires Enterprise Edition or higher
- 2. Configure and Provide API access Please provide • Username • Password • Security Token • Partner WSDL File Create WSDL File • The WSDL file is generated from Setup -> Develop -> API -> Generate Partner WSDL • To save the WSDL file go to your browser’s File Menu -> Save Page As. Save the file in the default format. Permissions • The Username supplied must have read permission for the Lead Object fields “Id”, “Email”, “Website” and update permissions for any fields that are selected to have data appended. • The Lead Object must also be configured to be updatable by this user. CONFIDENTIAL
- 3. Salesforce API Integration Create Custom Fields • Create custom fields in the Lead Object • At least one field is required. HP_InboundScore • Select additional custom fields from the list below • Ensure field names match those listed. If they are changed, please provide updated field names. CONFIDENTIAL
- 4. Available Fields and Naming Conventions Data Type Data Field Description Field Name Type Sample Value Required Company Details Company Score Company's Score on a scale of 0-10 as calculated by InboundScore HP_InboundScore Number 5 Yes Company Details Company Summary Brief summary of the company from company website or other sources. HP_Company_Summary Text Area Dropbox is a free service that lets you bring your photos…… No Company Social Data Company Facebook Profile URL Link to company’s Facebook profile. HP_Facebook_URL URL http://www.facebook.com/dropbox No Company Social Distribution Company Facebook Fans Analysis of total number of Facebook fans. HP_Facebook_Fans Text Very High No Company Social Data Company Twitter Profile URL Link to company’s Twitter profile. HP_Twitter_URL URL http://www.twitter.com/dropbox No Company Social Distribution Company Twitter Followers Analysis of total number of Twitter followers. HP_Twitter_Followers Text Low No Company Social Data Company LinkedIn URL Link to company’s LinkedIn profile. HP_LinkedIn_URL URL http://www.linkedin.com/company/167251 No Budget Data Estimated Online Ad Budget Estimate of the company’s total online advertising budget. HP_Est_Ad_Budget Text High No Budget Data Estimated PPC Budget Estimate of company’s paid search marketing budget. HP_Est_PPC_Budget Text Very High No Budget Data Total Financing Venture capital funds raised by the company. HP_Financing Text Medium No Budget Data Estimated Annual Revenue Estimated annual revenue of the company. HP_Est_Revenue Text Very High No Company Details Estimated Employees Estimated number of company employees. HP_Est_Employees Text 501 to 1000 No Distribution Data Website Traffic Rank Website rank within the top million sites on the web. HP_Traffic_Rank Text Low No Mobile Data iOS URL Link to company’s iOS application on Apple’s Appstore. HP_IOS_URL URL http://itunes.apple.com/us/app/dropbox/ No Mobile Distribution iOS Ratings Analysis of total number of iOS app ratings - implies install rate HP_IOS_Installs Text Medium No Mobile Data Android URL Link to company’s Android application on Google Play store. HP_Android_URL URL https://play.google.com/store/apps/details?id=1234523 No Mobile Distribution Android Ratings Analysis of total number of Android app ratings - implies install rate HP_Andoid_Installs Text Low No Company Social Data Company Youtube URL Link to company’s Youtube profile. HP_Youtube_URL URL http://www.youtube.com/user/Salesforce No Company Social Distribution Company Youtube Views Analysis of total number of Youtube views for company videos. HP_Youtube_Views Text High No Company Social Data Company Google+ URL Link to company’s Google+ profile. HP_Google_Plus URL https://plus.google.com/1154936636134564... No Company Details Company Category Vertical category of the company. HP_Category Text Advertising No Company Details Founded Year Year the company was founded. HP_Year_Founded Number 1995 No Company Details Location Primary location of the company. HP_Location Text San Francisco, CA No Company Social Distribution Company Facebook Shares Analysis of total number of Facebook shares of the company URL. HP_Facebook_Shares Text Low No Distribution Data Search Engine Optimizer Does the company acquire customers through organic search engine optimization? HP_SEO Text Yes No Distribution Data Facebook Advertiser Does the company acquire customers through Facebook advertising? HP_FB_Advertiser Text Yes No Distribution Data Paid Search Marketer Does the company acquire customers through paid search marketing? HP_PPC_Advertiser Text Yes No Distribution Data Affiliate Marketer Does the company acquire customers through affiliate marketing? HP_Affiliate_Marketer Text Yes No Local Data Yelp URL Link to company’s Yelp profile. HP_Yelp_Profile URL http://www.yelp.com/biz/le-truc-san-francisco No Technology Used Social Distribution Widgets Does the company host social distribution widgets on its website? HP_Site_Widgets Text Yes No Technology Used Website Form Does the company have a form on its website? HP_Site_Forms Text Yes No Technology Used Comment System Does company use a comment system like Disqus or Facebook comments on its website? HP_Site_Comments Text Yes No Technology Used Video Player Does the company display video content on its website? HP_Site_Video Text Yes No Technology Used Accepts Payments Does the company accept payments on its website? HP_Site_Payments Text Yes No Technology Used CRM Software Does the company use a CRM system? HP_CRM_Web2Lead Text Yes No Technology Used Analytics Software Does the company use a free or paid analytics package? HP_Site_Analytics Text Yes No Technology Used Website Optimization Software Does site use optimization software like Optimizely or GOOG Website Optimizer? HP_Site_Optimization Text Yes No Technology Used eCommerce Software Does the company use eCommerce Software such as Magento? HP_Site_Ecommerce Text Yes No Technology Used Customer Support Software Does the company use Customer support software such as Zendesk or GetSatisfaction? HP_Site_Support Text Yes No Technology Used Email List Building Does the company use email list building tools such as Mailchimp or Wufoo? HP_Site_EmailForm Text Yes No Technology Used Marketing Automation Software Does the company use marketing automation software such as Marketo or Hubspot? HP_Site_Marketing_Auto Text Yes No Contact Social Data Contact Facebook URL Link to contact's Facebook profile HP_Facebook_Profile URL https://www.facebook.com/kelly.huffman No Contact Social Data Contact LinkedIn URL Link to contact’s LinkedIn profile. HP_LinkedIn_Profile URL http://www.linkedin.com/in/kellyhuffman No Contact Social Data Contact Twitter URL Link to contact’s Twitter profile. HP_Twitter_Profile URL https://twitter.com/kelhuffman No Contact Details Contact Email Status Whether contact email address is deliverable. HP_Email_Status Text Valid No Contact Details Contact Role Estimated contact buying authority within their organization. HP_Role Text Decision Maker No Contact Details Contact Title Contact’s professional title. HP_Title Text Marketing Manager No Contact Details Contact Name Contact’s first and last name. HP_Contact_Name Text John Smith No CONFIDENTIAL