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alextran
alextran
Helper ⭐️⭐️
July 30, 2019

SFDC Integration - Leads Support

  • July 30, 2019
  • 4 replies
  • 94 views
Posting on behalf of PX customer.

For lead gen platforms, the majority of our users are set as leads in SFDC. They will only convert to contacts once they convert into a sales opportunity for other products.

However, in order to start nurturing these leads in-app with PX, they need to have some of the SFDC data to segment the leads.

Integrating leads from SFDC to PX would be very helpful for this use case!

    4 replies

    bdatangel
    bdatangel
    Contributor ⭐️⭐️
    August 6, 2019
    Agreed - leads/contacts and opportunities/accounts would be very helpful instead of having to do a workaround on the SFDC side.

      R
      Ron
      Contributor ⭐️⭐️
      April 8, 2021

      Hi folks, any update on this? Really useful as some data we can get from Leads/Opportunities only.

       

      Thanks and best of luck

      link_black
      link_black
      Gainsight Employee ⭐️⭐️
      April 19, 2021

      The PX Salesforce Integration is not limited to only the Accounts and Contacts objects and you can use Salesforce Custom objects instead. 

      Therefore, a possible workaround would be to build your own custom SFDC Custom Objects (consolidated data from Accounts, Opportunities, Contacts, Leads, etc.) that contain all the attributes that you would like to add into PX Accounts/Users and then use those instead. 

      See sample screenshot below where the list of available SFDC objects are available for selection.

       

       

      -- Link
        R
        Ron
        Contributor ⭐️⭐️
        April 19, 2021

        Thanks so much @link_black , but as mentioned by @bdatangel it would be best if this could be done without custom SFDC object.

        Best of luck and a carefree week ahead

        The PX Salesforce Integration is not limited to only the Accounts and Contacts objects and you can use Salesforce Custom objects instead. 

        Therefore, a possible workaround would be to build your own custom SFDC Custom Objects (consolidated data from Accounts, Opportunities, Contacts, Leads, etc.) that contain all the attributes that you would like to add into PX Accounts/Users and then use those instead. 

        See sample screenshot below where the list of available SFDC objects are available for selection.

         

         

         

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