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Prepare Your Salesforce CRM

Add Radius fields to Salesforce and create a dedicated user to prepare your Salesforce CRM for the integration. Plus, more Salesforce configurations that we know help your team get the most out of the Radius.

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. 

Create Custom Fields in Salesforce

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.

    • For Radius Score, make sure to select Number as the data type.

    • For Radius Grade, make sure to select Text as the data type.

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 sync with information in Salesforce. It's best practice to set up a profile, assign the profile those permissions, and then create a user with that profile. This way, you'll be able to distinguish the changes made by Radius versus other Salesforce users. 

Create a Radius Sync Profile

  1. In Salesforce, create a profile by cloning the System Administrator profile.
  2. Name it Radius Sync and then edit the profile.
  3. Under Administrative Permissions, make sure the following boxes are checked.
    • API Enabled
    • Password Never Expires
  4. Under General User Permissions, make sure the following boxes are checked.
    • Manage Leads
    • Import Leads
    • Transfer Leads
  5. Under Standard Object Permissions, make sure the Read, Create, Edit, and Delete boxes are checked for:
    •  Accounts
    • Campaigns
    • Contacts
    • Leads
    • Opportunities
  6. 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)

 

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

Optional Salesforce Configurations

Show your team the information coming from Radius and define how Radius leads are assigned to owners. More to come soon!

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