# Salesforce

You can integrate Sprouts with Salesforce for enriching your prospect information and running campaigns effectively.  \
\
Sprouts supports following use cases:

* Accounts/Prospects created in your CRM - need to be enriched 
* Accounts/Prospects are imported in Sprouts - should sync to CRM. 

Refer [use cases](/crm-integrations/introduction.md) for more details.

{% hint style="info" %}
Salesforce is enabled on a request basis, please get in touch with your CS and we will enable it for you.
{% endhint %}

***

## Prerequisites - Before Setting Up Integration

{% hint style="warning" %}
Integration is available on select Salesforce editions only. 
{% endhint %}

* A mandatory attribute - `Domain` should be created in CRM 
* Check if all Users are present in Sprouts (for mapping the lead/prospect owner)
* Compare mandatory fields in both apps
* Check for dropdown fields and values - compare with Sprouts 
  * Map the dropdown values where necessary
* Check for owner for attributes (for eg: Owner - should not be updated by Sprouts)
* Check if Custom fields present in CRM/Sprouts need to be created

{% hint style="warning" %}

1. In order to map dropdown fields between both apps, please share your request with the CS team and we will update the values in the backend. For instance, *Seniority* (C-Level, VP, Director etc..) or *Industry* (Food and beverage, B2B, Fintech etc).
2. Custom fields created in CRM should text fields only. Dropdown values are not supported as part of the integration.
   {% endhint %}

***

## Steps to Configure

#### **Step 1: Navigate to Integrations and select CRM**

#### **Step 2: Authenticate Sprouts**

#### **Step 3: Map Users between both systems**

The users need to be mapped to ensure the Contacts and Accounts have the right owner in Sprouts and your CRM

<figure><img src="/files/qURQ1OCAjnRLo7wjIQia" alt=""><figcaption><p>User Mapping</p></figcaption></figure>

#### **Step 4: Map Attributes**

Next, you can map the fields and make sure the information is imported into your CRM seamlessly.

**Condition 1**: Inbound (CRM -> Sprouts)\
You can select attributes which should flow from CRM.\
For instance, if the Stages or Prospect Owner is updated in CRM, you can make sure that it is synced from CRM and shall not flow back from Sprouts \
\
**Condition 2**: Outbound \
You can select whether the data should be&#x20;

* Updated into CRM always
* Updated into CRM only if value is blank
* Should not be updated (Don't Sync)

> Note: If new attributes are added in CRM, during the set up process, you can use the <mark style="background-color:yellow;">Fetch Latest Fields</mark> option to sync new attributes list to Sprouts.

{% hint style="warning" %}
In order to map dropdown fields between both apps, please share your request with the CS team and we will update the values in the backend.&#x20;

For instance, *Seniority* (C-Level, VP, Director etc..) or *Industry* (Food and beverage, B2B, Fintech etc).
{% endhint %}

<figure><img src="/files/Ko8ddRgSa790Qcru3iZT" alt=""><figcaption><p>Field Mapping</p></figcaption></figure>

#### **Step 5: Test Run**

Sprouts will perform a test run and let you know if the connection is fine.

{% hint style="info" %}
As part of the test run, 3-5 recent records will be fetched and shown for your review. You can approve and complete the integration process or go back and change the mapping if any.
{% endhint %}

#### **First Sync - Fetch historic data**

Once the sync is set up, Contacts and Accounts from the past 24 hrs will be imported from CRM to Sprouts.&#x20;

***

## Manage Integration

### View Sync Status/ Errors

Sprouts will show details about every sync attempt, whether the sync was successful or not and what errors are seen in case there are issues observed as part of the sync.

<figure><img src="/files/Ga2iXE8e7kG7bkYg0XRN" alt=""><figcaption><p>Manage Salesforce Integration</p></figcaption></figure>

<figure><img src="/files/ORAlnd3lVqrWNHWBjKYp" alt=""><figcaption><p>Sync Logs</p></figcaption></figure>

### Edit Mapping

* **User Mapping**: If additional SDR/BDRs are added to Sprouts/CRM, you can add/update the user mapping.&#x20;
* **Field Mapping**: You can also edit the attribute-mapping in case there are changes to be incorporated.

<figure><img src="/files/sgMqM30cWrxfUQXH0w7a" alt=""><figcaption><p>Edit User Mapping</p></figcaption></figure>

<figure><img src="/files/atoqSB95fQdZXbUaFp3V" alt=""><figcaption><p>Edit Field Mapping</p></figcaption></figure>

### Disconnect Integration

If you want to unlink the connection between Sprouts and CRM, you can disconnect.&#x20;

Once done, the auth credentials and mapping will be reset.&#x20;

If you want to link again, you can connect to the same/different CRM account and proceed.


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