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Prepare Your Salesforce

Prepare your Salesforce CRM by adding Radius fields and setting permissions so your Salesforce integration run smoothly.

Add Radius Fields to Salesforce

Radius uses a set of fields to capture business and contact information from The Network of RecordTM. It's a best practice to decide which Radius fields you're going to use, and then create custom fields in Salesforce to receive Radius field values. You can always add more fields later. We recommend adding "Radius -" to each custom field you create for Radius. 

Since standard Salesforce fields Annual Revenue and Employees accept only number values and Radius fields Annual Revenue and Number of Employees values are text, Radius requires that you create two custom fields in Salesforce to receive Radius Annual Revenue and Number of Employees values. Depending on your Radius setup, you may need to create additional custom fields in Salesforce.

  1. Create one custom field for Radius Annual Revenue on the Account, Contact, and Lead objects in Salesforce. Make sure to select Text as the data type.

  2. Create one custom field for Radius Number of Employees on the Account, Contact, and Lead objects in Salesforce. Make sure to select Text as the data type. 

  3. If your organization is using Data Append or Deployment Profiles, add each Radius field to Salesforce on the corresponding Account, Contact, and Lead objects. For a full list of Radius fields and mappings, and guidelines for data types, check out the Radius-Salesforce Field Mapping Reference.

  4. If your organization is using Radius Scoring, add Radius Scoring fields to Salesforce on the Account and Lead objects

Need help with Salesforce? Here's some information on standard Account FieldsContact Fields and Lead Fields in Salesforce. And here's how to create custom fields and a list of custom field types. (Salesforce documentation)

Add a Dedicated User for Radius

Radius requires a set of permissions to match, analyze, and sync information in your Salesforce. We recommend setting up a profile with the following permissions, and then create a user with that profile so be able to distinguish the changes made by Radius versus other Salesforce users. 

Radius reads and analyzes data from these Salesforce objects.

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Campaigns
  • Tasks

Create a Radius Sync Profile

In Salesforce, create a profile by cloning the System Administrator profile. Name the profile Radius Sync. Then, edit the profile and assign the following permissions:

  1. Under Administrative Permissions, make sure the following boxes are checked.
    • API Enabled
    • Password Never Expires
  2. Under General User Permissions, make sure the following boxes are checked.
    • Manage Leads
    • Import Leads
    • Transfer Leads
  3. Under Standard Object Permissions, make sure the Read, Create, and Edit boxes are checked for:
    • Accounts
    • Campaigns
    • Contacts
    • Leads
    • Opportunities
  4. Under Field-Level Security, make sure to give Read and Edit access to standard and custom fields for the following objects.
    • Account
    • Campaign
    • Contact
    • Lead
Need help with Salesforce? Here's some information on managing profiles in Salesforce. (Salesforce documentation)

Add a New User

  1. Under Manage Users, add a new user in Salesforce.
  2. Fill in the required fields and make sure to do the following.
    • Select Salesforce for the user license
    • Select your Radius Sync profile.
    • Check Marketing User.
Need help with Salesforce? Here's some information on how to manage users in Salesforce. (Salesforce documentation)

What's Next?

Once you're finished, you can start the Salesforce integration using the Radius app.

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