Connect & Configure

1. Log in to your BuzzBoard Demand account using the credentials in the welcome email.

2. After you login, you will land onto the Home Page.

3. Click on the Integrate option on the left navigation panel.

 4. You will see the below page. Click on the Salesforce tab.

You should see the Salesforce tab only if you have admin privileges for your BuzzBoard Demand account. If you do not see the tab, please contact your Account Manager for further assistance.

5. On clicking the Salesforce tab, you will see the below page with Authentication tab and a CONNECT button. Click on CONNECT.

6. When you click on CONNECT, you will be taken to the Salesforce login page, where you need to enter your Salesforce credentials and click Log In.

 

7. If you’ve entered the correct Salesforce credentials, you will be taken back to the Authentication page. You will also notice a green tick and a message to imply that you have successfully connected to your Salesforce account.

8.  At any point in time, if you wish to disconnect your Salesforce account, you can click on the Disconnect link and follow the instructions.

Configure

9. Now that you have connected your Salesforce account, the next step is to configure the enrich process. Click on the CONFIGURE ENRICH PROCESS button.

10. This will take you to the Configuration tab where you will see a 4-point stepper. The stepper is meant to indicate your progress in the configure process.

The above screen denotes the 1st step of the Configure process – Sync. As you can see, Sync is highlighted in the stepper as well.

Step 1 – Sync

1. This step lets you configure your preference to sync new prospects from Demand to Salesforce, which can either be Leads or Accounts. Based on your preference, select one of the radio buttons and click on SAVE & NEXT to continue to the next step. If you select Leads, you will be able to sync all contacts for a business from Demand to Salesforce as new leads. If you select Accounts, you will be able to sync all contacts for a business from Demand to Salesforce as contacts under the same account.

2. In case, you want to complete the configuration process at a later point in time, you can simply click on the SAVE button. By doing so, you can come back any time and resume from where you left off previously.

3. Please note if you click neither SAVE nor SAVE & NEXT buttons and either close the browser or navigate to some other page, you will lose any unsaved configurations till that point.

 

Step 2 – Select Signals

1. When you click SAVE & NEXT in the previous step, you will land to the below screen.

2. This step is called Select Signals. Here you can select all the signals (additional fields besides the default business information fields) that you wish to sync for any business from BuzzBoard Demand to your Salesforce CRM.

3. Select an option Leads/Accounts from the Map for dropdown. 

4. The left bucket is a scrollable list that consists of all the signals (apart from the default business information fields) available in BuzzBoard Demand for a given business. The right bucket is where you would add all the signals that you wish to sync.

5. To select 1 or more signals, simply select the signal names in the left box and click the green arrow. This action will move those selected signals from the left bucket to the right bucket.

6. To undo a selection in the left bucket, uncheck the corresponding checkboxes.

7. You can also select an entire section by selecting the section name and the green.

 

8. Once you are done with signal selection for Leads and/or accounts, click on SAVE & NEXT to continue.

 

9. In case you want to skip this step and not sync any signals, click on SAVE & NEXT. Please note in that case, only the business information fields will be synced from BuzzBoard Demand to Salesforce (which you need to map in the next step).

 

Step 3: Map Fields

1. After clicking on SAVE & NEXT in the previous step, you will come to the below screen.

 

2. This step is called Map Fields, where you need to map:

• The default business fields with corresponding fields in Salesforce 
• The selected signals with corresponding fields in Salesforce

3. As you can see, there are a few business information fields on the left – Business Name, Website, Street Address, City, State, Zip, Country, etc. These fields represent default fields in Salesforce. You need to map the fields on the left with a corresponding field in Salesforce.

 

4. You can click the dropdown(s) on the left to search and select any other Salesforce field for the mapping.

 

5. You will see two different sections to map fields. One for adding new records and the other for updating existing records. You need to map these fields separately for adding new prospects and updating existing prospects in your Salesforce.

 

 

6. The reason we ask our customers to do this mapping separately for the two scenarios is because they might have different preferences for syncing data as new records vs existing records.

7. It is mandatory to map all the default fields. If any of these fields are unmapped, you will see a red border for that textbox and cannot proceed unless you complete the mapping for all default fields.

 

8. It is also crucial to map fields that are of the same data type to avoid any sync errors.

 

9. Once the default fields’ mapping is completed, click on SAVE & NEXT to map the signals selected in step 2

 

Step 4: Manage Duplicates

1. This step is meant to configure the de-dupe logic for the sync process. You can either continue with Demand (the default option) or select Salesforce de-dupe logic for identifying duplicates between Demand and Salesforce. If you select Demand, you will have to configure the de-dupe logic next.

 

2. Click on SAVE & NEXT. If you selected Demand, you will see the below screen:

 

3. Here’s the definition of headers: 

• Field Name corresponds to the columns in the Salesforce Leads table. 
• Matching Methods has two values – FUZZY (for similar matches) and EXACT(for exact matches) 
• Operator has two values- AND and OR. It is the logical operator used to join the sub-filter.

4. The default dedupe logic in Demand for Leads is (Company Name FUZZY OR Phone FUZZY). This means that if a prospect has a business name OR phone number similar to that for any Salesforce Lead(s), then those prospect(s) will be marked as duplicate(s). 

 5. You can update this de-dupe logic according to your choice by selecting any other field, matching method and operator. Once you are done, click on SAVE & NEXT. 

 6. You will be taken to the configure screen for Accounts dedupe logic. 

 

7. The default de-dupe logic for Accounts is (Account Name FUZZY OR Account Phone FUZZY). You can update this logic as per your choice. 

 8. Once you are done, click on DONE. 

 

You have now successfully completed all the steps in the configuration!

 

1. You will see the Configuration Summary screen that has a summary of all the configurations made. You will see an additional box in this page – Sync From. There are 2 options here – Sync from Demand to Salesforce and Sync from Salesforce to Demand. You can choose any 1 or both based on your choice. To know more about Sync from Demand to Salesforce, click here.

 

2. You can update the configuration for any section from this page and click the UPDATE button to save the updates.

Please Note: Any edits to the field mapping will reflect in the records synced henceforth. Past syncs, if any, will not reflect these mapping changes.

3. After the configuration is complete, you will be able to see the Sync to CRM option for each prospect in BuzzBoard Demand. Click on the next tab to learn how to do your 1st Salesforce sync from BuzzBoard Demand.

Now that you have connected your Salesforce account and made all the necessary configurations, it’s time for some action!  We support a host of options to choose from that allow you to sync the prospects from Demand to Salesforce.
Option 1: Add new prospects and sync them to Salesforce 

1 Enter the desired search criteria in the Global Search Bar and click the search icon.

2 You will be redirected to the Prospects page with the Prospects tab highlighted. This tab displays all the prospects that match the search criteria and have not been added to your Demand account yet.

3 To sync new prospects (that have not been added to your account), ensure that the Record Type is New and Source is BuzzBoard Data in the Filter Panel. Click on the checkbox next to Business.

4 You will see an option – Add and Sync to CRM.

5 Enter the desired number of prospects that you want to add and sync to your Salesforce account. Click the Add and Sync to CRM button.

6 You will see the below popup.

7 The popup has three steps as seen in the stepper:

• Review Batch
• Assign
• Manage Duplicates

8 If you do not wish to add and sync any prospects, simply click the cross icon to close the popup and exit the process.

Step 1: Review Batch

1 Let us now take a look at the definitions of some of the labels here:

2 Each sync to CRM batch represents a segment. For each prospect synced to Salesforce, we will also store the title, description and date stamp in Salesforce. We are conveying this information in the popup.

3 Click the Provide a Title and edit the pre-filled title with a title of your choice. Remember this title will be synced to CRM for all the prospects that are a part of this sync batch.

4 Provide a description in the highlighted textarea for this batch/segment.

5 The Date Stamp field is non-editable as this is system generated and depends on the date and time when the sync is initiated.

Note: This option is meant for those prospects that have not been added to your Demand account yet. In case, you wish to sync already added prospects, please check the next section.

6 Once you are done adding the details, click SAVE & NEXT.

Step 2: Assign

1 You are now on Step 2: Assign (of the sync process).

2 You will see the Lead Assignment section below. This section lets you search and select users in your Salesforce and assign prospects to those users.

3 Click on the Search Salesforce User Profile to search for the user profiles in Salesforce.

4 You will see all the user profiles from your Salesforce along with the total counts of users in each profile.

5 Click on a checkbox to select a desired user profile.

 6 Once you are done selecting the profiles, click outside to close the dropdown. You will see the selected user profiles as shown in the bubble below. If you want to remove a user profile from the selected list, click the cross icon within that bubble.

7 The next subsection is the Lead Assignment for which there are two options – Auto and Manual.

1. Auto assignment

1Click the Auto assignment option if you want the system to distribute the number of prospects uniformly across all the selected Salesforce users.

2When you click Auto, all the users (based on your Salesforce user profile selection) will be selected by default. If you have not selected any user profile, then all the users in your Salesforce across all the profiles, will be selected by default. To view this number, check out the Selected Users count at the bottom of the page.

3If you unselect a user, the prospects get redistributed across the remaining selected Salesforce users.

4The counts against each user shows the number of prospects assigned automatically to that user. For Auto assignment option, the textboxes with the counts are disabled and cannot be edited.

5You can verify the counts for Assigned and Unassigned prospects from the below labels:

6Click SAVE & NEXT if you are ok with the Auto assignment option else, check out the next available option – Manual

2. Manual assignment

1This option lets you assign the prospects manually across the users in your Salesforce. Using this option, you can assign prospects to a desired set of users.

2Click on the Manual radio button.

3You will see that the Assigned count is 0. Also, the Selected Users count is 0.

4Select the desired user(s) by clicking the checkboxes next to their names. As soon as a checkbox is selected, the corresponding textbox will become enabled where you can enter the number of prospects.

5Enter the desired number of prospects that you wish to assign to the selected user.

6Repeat this process for other users whom you wish to assign the remaining prospects. You can change the number as well as the user any number of times in this step.

7Once you are done, click SAVE & NEXT.

8If there are any unassigned prospects, you will see a note pop-up to inform you that any unassigned prospects will not be synced to Salesforce. As mandated by Salesforce, only prospects that are assigned can be synced to Salesforce.

9Click on the cross icon in the popup to close it.

10Click SAVE & NEXT to go to the last step – Manage Duplicates.

1. Update Business Info and enrich signals for existing records – If there are any duplicate records found in Salesforce based on the dedupe logic configured, then selecting this option will update the Business Info and signal values for those records in Salesforce during the sync process.
2. Enrich only signals for existing records – If there are any duplicate records found in Salesforce based on the dedupe logic configured, then selecting this option will update only the signal values for those records in Salesforce during the sync process.
3. Do not update – If there are any duplicate records found in Salesforce based on the dedupe logic configured, then selecting this option will not update any of those records in Salesforce during the sync process.

4Once you have confirmed all the values, click the Sync Now button.