Configuring your Salesforce Connector

• Introduction
• Step 1: Integrate DueDil with Salesforce
• Step 2: Configure your account settings
• Step 3: Start adding companies

Introduction

DueDil's Salesforce connector allows you to seamlessly create and update records in your CRM with our accurate and up-to-date data, freeing your time from admin so you can spend it doing what you do best. It's available to our Enterprise customers as an add-on to their accounts.  If you're a current customer, contact your account manager for more information.

To configure the Salesforce connector, it's advisable to set up an administrator (get in touch with us to set one up if you haven't already) to configure the connector, to ensure the information being moved across from DueDil to Salesforce is uniform.  The administrator should also ensure that all users have Salesforce permissions to create accounts, contacts and leads for the connector to work successfully.

Here's a step-by-step guide on how to configure your salesforce connector.

Step 1: Integrate DueDil with Salesforce

To set up the connection between your Salesforce and DueDil accounts, go to  https://app.duedil.com/account/linked-accounts, select the Salesforce option, and enter your Salesforce login details.  Each individual user will need to link their accounts.

Users must have Salesforce permissions to create accounts, contacts and leads for the connector to work successfully.

To configure how data is sent from DueDil to Salesforce, we advise that you set up an administrator, who will be able to set, standardise and lock the settings. 

Click 'Salesforce' under CRM Preferences in your account settings to configure your preferences for creating and updating accounts, contacts and leads with DueDil data.



Step 2: Configure your account settings

To configure the Salesforce connector, go to the 'Salesforce' page under CRM Preferences in your account settings. Here you will be able to:

• Configure your Salesforce account object.

• Choose whether you'd like company directors to be added as contacts within the Salesforce account.

• Configure your Salesforce contact object.

• Configure your Salesforce lead object.

It's then a simple case of matching your Salesforce fields to DueDil data fields. (we've provided some defaults to help you get started). Select the Salesforce field you would like to add and then the corresponding DueDil field. DueDil Enterprise account administrators can save and lock these settings so they apply to their entire team.

Please note that if you have custom fields in your Salesforce, you'll need to use the Static Value DueDil field.  Incorrectly configured custom fields, and required fields that aren't covered by DueDil data, will prevent the connector from creating records in Salesforce.

The fields you can export from DueDil to Salesforce are as follows:

Account		Contact		Lead
Name		Forename		Forename
Registered Company Number		Middle Name		Middle Name
Company Type		Surname		Surname
Country of Incorporation		Date of Birth		Date of Birth
Incorportation Date		Month of Birth		Month of Birth
Status		Nationality		Nationality
Description		Title		Title
DueDil Company URL		Post Title		Post Title
No of Employees		DueDil Director URL		DueDil Director URL
Website		Appointment Date		Appointment Date
SIC2007 Code		Function		Function
SIC2007 Description		Position		Position
SIC2003 Code		Active		Active
SIC2003 Description		Address 1		Address 1
Year End (Month)		Address 2		Address 2
Latest Accounts Date		Address 3		Address 3
Account Filing Currency		Address 4		Address 4
Full Registered Address		Resignation Date		Resignation Date
Registered Address 1		DueDil - Date/Time		DueDil - Date/Time
Registered Address 2		Static Value		Static Value
Registered Address 3
Registered Address 4
Registered Address Postcode
Registered Address Phone
Full Trading Address
Trading Address 1
Trading Address 2
Trading Address 3
Trading Address 4
Trading Address Postcode
Trading Address Phone
Turnover
Turnover Delta Percentage
Gross Profit
Gross Profit Delta Percentage
Profit After Tax
Profit After Tax Delta Percentage
Total Assets
Net Assets
Trade Debtors
Trade Debtors Delta Percentage
Trade Creditors
Trade Creditors Delta Percentage
Total Liabilities
Total Liabilities Delta Percentage
Total Assets Delta Percentage
Net Assets Delta Percentage
DueDil - Date/Time
Static Value

Step 3: Start adding companies

To help you spend less time on tedious data admin, and to help make sure the data in your Salesforce is up to date, uniform and accurate, you can use the Salesforce connector to send your list of results across as leads.

The connector will add the directors and secretaries of each company as a lead to Salesforce.

You'll then be able to customise and confirm the export. 

DueDil will also alert you if the lead already exists in your CRM and it will flag this as a duplicate.

 
1. Exporting your results to Salesforce as leads from a List: 
 

 
2. Exporting your results to Salesforce as leads from the "Find Companies Page":
 
 

 
3. Exporting your results to Salesforce as leads from a Company Profile:
 
If you want to add a single company to your Salesforce CRM, simply click on the  button on the company profile page.