Skip to main content
Radius Help Center

Prepare Salesforce

Prepare your Salesforce CRM by adding Radius fields and setting permissions so your Salesforce integration run 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 of our attributes and their use cases, review our Radius signals reference.

Add Radius Fields to Salesforce

Since Radius fields map to most standard fields in Salesforce by default, our basic mapping is easy. However, some fields don't map directly. You'll need to create custom fields. 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.

Here's what you'll need to do.

  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. For a full list of Radius fields, 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)

Create and Configure a Dedicated Radius User

Next, you'll enable Radius to access Salesforce. This access lets Radius analyze data patterns, match records, calculate your historical success, and keep your Salesforce in sync. It also lets you add and refresh records if you use Radius Connect.

We recommend that you create a dedicated "Radius user" with the following permissions. Setting up a dedicated user helps you distinguish between the changes made by Radius and changes made by other Salesforce users.

Here's how to do it.

  1. Create a Radius Sync profile. 

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

Radius Sync Profile

In Salesforce, create a profile by cloning the System Administrator profile. Name the profile Radius Sync. Give the Radius Sync profile the following permissions.

Administrator Permissions

General User Permissions

Standard Object Permissions

Field-Level Security

Select these options.

  • API Enabled
  • Password Never Expires

Select these permissions.

  • Manage Leads
  • Import Leads
  • Transfer Leads

Make sure the profile has Read, Create, and Edit permissions on these objects.

  • Account
  • Campaign
  • Contact
  • Lead
  • Opportunity

Make sure the profile has Read and Edit permissions for standard and custom fields you use on each of these objects.

  • Account
  • Campaign
  • Contact
  • Lead
Need help with Salesforce? Here's how to manage profiles and manage users in Salesforce. (Salesforce documentation)

(Optional) Create Custom List Views

You'll need to create a way for your team to see what information you're getting from Radius in Salesforce. For example, you can 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 custom list view in Salesforce Classic. (Salesforce Documentation)

(Optional) Create Lead Assignment Rules

Salesforce lead assignment rules define how leads are assigned to owners. By creating an active lead assignment rule in Salesforce, your team can choose to use the active lead assignment rule when deploying net-new leads from Radius. Work with your demand generation team to define how you can automate how net-new leads from Radius are assigned to owners once they are deployed to Salesforce so leads are automatically assigned to the right owner. 

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.

  • Was this article helpful?