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Prepare Salesforce

Prepare your Salesforce CRM by adding Radius fields, setting permissions, and defining how your organization manages and views data so your integration runs smoothly.

Define Your Radius Signals

Radius uses signals to capture business and contact attributes from The Network of RecordTM. It's a best practice to decide which Radius signals you're going to use, and then create custom fields in Salesforce to receive Radius field values. 

For a full list and their use cases, review our Radius signals reference.

Add Radius Fields to Salesforce

Radius fields map to most standard fields in Salesforce by default, so mapping fields is easy. However, standard Salesforce fields Annual Revenue and Employees accept only number values. Radius Annual Revenue and Number of Employees field values are text.

You'll need to create custom fields in Salesforce for annual revenue and number of employees to receive those field values. You'll also need to create custom fields for Radius fields that aren't standard to Salesforce. We recommend adding "Radius -" to each custom field you create. 

Here's what you'll need to do.

  1. Create custom fields for Annual Revenue and Number of Employees on the Account and Lead objects in Salesforce. Make sure to select Text as the data type.
  2. If your organization is using Data Append or Deployment Profiles, add each Radius field to Salesforce. For a full list of Radius fields, check out the Radius-Salesforce Field Mapping Reference.
  3. 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)

Create a Radius Sync User

Radius connects to Salesforce with a Salesforce user account. We recommend you create a dedicated user with the following permissions for your Radius sync. This lets our data intelligence engine analyze and match your data, plus it keeps your Salesforce in sync. It also lets you add and refresh records if you use Radius Connect. Setting up a dedicated user helps you distinguish between changes made by Radius and changes made by other Salesforce users.

Need help with Salesforce? Here's how to manage profiles and manage users in Salesforce. (Salesforce documentation)
  1. In Salesforce, create a profile by cloning the System Administrator profile. Name the profile Radius Sync.
  2. Give the Radius Sync profile the following permissions.

Administrator permissions: API Enabled and Password Never Expires.

General user permissions: Manage Leads, Import Leads, Transfer Leads.

Standard object permissions: Read, create, edit access to Account, Campaign, Contact, Lead, Opportunity.

Field-Level security: Read and edit access to each field you use with Radius. Make sure you do this for each object.

  1. Create a new Salesforce user with Marketing User permissions and the Radius Sync profile.

Set Duplicate Rules

We recommend you turn on Salesforce's de-duplication rules as a best practice for data hygiene. This adds a layer of protection to prevent duplicate Radius records from entering your Salesforce. Activate duplicate rules under Data Management in Setup

Salesforce provides standard duplicate rules for accounts, contacts, and leads. Create duplicate rules to define how you'll detect duplicates by adjusting the settings in standard duplicate rules or creating custom rules. For example, include a custom field in a matching rule, specify field mapping, or customize matching criteria on fields.

Need help with Salesforce? Here's how to customize duplicate rules in Salesforce. (Salesforce Documentation)

Organize Your Layouts and Views

Organize how your team views the information you're getting from Radius. You'll want to organize the page layouts and list views for leads, accounts, and contacts. For example, create a list view in Salesforce for leads and accounts showing Radius Score and Radius Grade and make the list view available to your sales team, as appropriate.

Need help with Salesforce? Here's how to create a page layout and create a custom list view. (Salesforce Documentation)

Define Lead Assignment Rules

Salesforce lead assignment rules define how leads are assigned to owners. Create an active lead assignment rule in Salesforce, to define how Radius leads are assigned to owners. Work with your demand generation team to define how you can automate how net-new leads from Radius are assigned to owners.  

Need help with Salesforce? Here's how to set up assignment rules in Salesforce Classic. (Salesforce Documentation)

What's Next?

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

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