Integrate Knowledge Base

SFDC Closed Loop

  • Install the Integrate Closed Loop package by clicking this link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1H000001CWFu
  • Enable the “Deploy Metadata from Non-Certified Package Versions via Apex” setting in ApexSettings 

  • Setup the Integration between Salesforce and Integrate.
    • Login to your Integrate account, click on the settings gear icon and go to "Org Setting"
    • Copy the Org ID 
    • Generate and copy a new API Token
    • You will need these two values in order to setup your integration
  • Click on “Integrate Closed Loop Connection Settings” tab 
  • In Salesforce, paste in the Org ID and API Token that you obtained from the Integrate application and then click "Test Connection" if successful click on "Save Settings"


  • In Salesforce - open Process Builder (Click on Setup and search for process builder)

  • In Process Builder - create a new process
  • Click on the first box (+ Add Object) and select "Lead" Object to start the process when a record is created or edited
  • Click on the second box (+Ad Criteria) and populate the values based on the status you would like to report 
  • In "Advanced" section - select the "Yes" checkbox to ensure executing the rule only when the status changes
  • Click on the Immediate Actions (+ Add Action) and select "Apex" from the dropdown, then populate the action name, select "Post to Integrate" Apex Class and set the LeadID, Disposition Code and reason 
  • Repeat for all other lead statuses you would like to report to Integrate
  • Click on Activate button

    Available Dispositions:

     

    SUCCESS

     

    POSTOUT_SUCCESS

     

    POSTOUT_FAILED

     

    POSTOUT_MARKETO_ERROR

     

    POSTOUT_MARKETO_FAILED

     

    MQL_MARKET_QUALIFIED_LEAD

     

    SQL_SALES_QUALIFIED_LEAD

     

    SAL_SALES_ACCEPTED_LEAD

     

    SAO_SALES_ACCEPTED_OPPORTUNITY

     

    LEAD_APPLICATION

     

    LEAD_APPOINTMENT

     

    LEAD_ENROLLEMENT

     

    LEAD_CONVERTED_LEAD

     

    LEAD_LOW_VALUE

     

    LEAD_MEDIUM_VALUE

     

    LEAD_HIGH_VALUE

     

    LEAD_MARKET_READY

     

    LEAD_PIPELINE

     

    LEAD_REGISTRATION

     

    LEAD_SALE

     

    LEAD_SALES_READY

     

    LEAD_LOW_QUALITY

     

    REJECT_LEAD_DUPLICATE

     

    REJECT_LEAD_MISSING_FIELD

     

    REJECT_LEAD_INVALID_FORMAT

     

    REJECT_LEAD_INVALID_LIST_VALUE

     

    REJECT_LEAD_EMAIL_SUPPRESSION

     

    REJECT_LEAD_INVALID_EMAIL

     

    REJECT_LEAD_INVALID_EMAIL_DOMAIN

     

    REJECT_LEAD_INVALID_ADDRESS

     

    REJECT_LEAD_INVALID_PHONE

     

    REJECT_LEAD_INVALID_DATE

     

    REJECT_LEAD_DAILY_CAP

     

    REJECT_LEAD_WEEKLY_CAP

     

    REJECT_LEAD_MONTHLY_CAP

     

    REJECT_LEAD_QUARTERLY_CAP

     

    REJECT_LEAD_TOTAL_CAP

     

    REJECT_CONTRACT_NOT_FOUND

     

    REJECT_CONTRACT_NOT_LIVE

     

    REJECT_POSTOUT_DOESNT_MEET_CRITERIA

     

    REJECT_POSTOUT_DUPLICATE_LEAD

     

    RETURN_LEAD_PHONE_DISCONNECTED

     

    RETURN_LEAD_INVALID_CONTACT_INFO

     

    RETURN_LEAD_WRONG_NUMBER

     

    RETURN_LEAD_DID_NOT_APPLY

     

    RETURN_TEST_CONVERSION



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