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Install and Set Up Radius Connect

Using Radius Connect, our sales prospecting feature for Salesforce, your sales reps can view, search, and filter contact data for businesses right from account, contact, lead, and opportunity records. Install Radius Connect from the Salesforce AppExchange and then add Connect to the Salesforce object page layouts where your reps will use it. From Radius, customize the card fields and layouts, and you're good to go.

Who can use this feature?

  • Customers who purchase Radius Connect. Contact your Radius Customer Success Manager or email support@radius.com.
  • Customers who integrate Salesforce. Requires Salesforce Enterprise Edition or higher.
  • By default, Radius administrators can install Radius Connect. 
  • Salesforce administrators can configure and assign Salesforce page layouts.

 

Install Radius Connect

Go to the Radius Connect page on the Salesforce AppExchange and follow the instructions you find there. You can install the package for all Salesforce users or for specific profiles. We recommend that you install Connect for all users. If you need to control user access, use page layout assignments instead. 

Customize Your Salesforce Page Layouts

Customize Salesforce to show Radius data within Salesforce and Salesforce1 on mobile devices. You can add Radius Connect on Account, Contact, Lead, and Opportunity page layouts. See your Salesforce documentation for more information on configuring page layouts.

  1. As a Salesforce Administrator, log in to Salesforce and go to Setup.

  2. Find the AccountContact, Lead or Opportunity object, and then click Page Layout.

    • In Salesforce Classic, this is under App Setup > Customize.

    • In Salesforce Lightning, this is under Object Manger.

  3. Create a section and call it Radius Connect. Select the 1-column layout. Drag and drop the section to where you want it to appear on the page.

  4. From the component menu, select Visualforce Pages. Drag and drop the object Connector (for example, Account Connector) into the Radius Connect section. 

  5. Open properties for the Connector and enter these options.

Width: 100%

Height: 280 px

  1. If your sales team uses the Salesforce1 mobile app, drag and drop the object SF1 Connector (for example, Lead SF1 Connector) into the section Mobile Cards.

  2. Open properties for the Connector and enter these options. 

Width: 100%

Height: 750px

  1. Save your changes to the page layout. 

  2. If you're planning to use Radius Connect with other objects, repeat these steps for their page layouts.

Configure Radius Connect

Configure and preview the Radius Connect cards that appear on Salesforce object pages. 

  1. From the main menu, click Integrations.

Main-Menu>Integrations.png

  1. Under Integrations, select Salesforce.

  2. From the Radius Connect tab, select the Radius contact and business signals that will appear in Radius Connect. You can rename the contact and nearby businesses cards if you want to. Next, select your Radius goal and select the type of businesses you want to see: New records from Radius or records that are Open, Won, or Lost in your CRM for the selected goal. Want to specify a search radius based on how far your field reps typically travel? Go for it.

  1. Click Preview Connect Setup to see how the Connect cards will appear in Salesforce. 

  2. When you're happy with how things look, save your settings.

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