Salesforce How-To Videos

We’ve just created some new videos to help Salesforce users get the most from StackLead research. The videos cover three topics – layout customization, workflow rules, and formula fields.

Layout Customization

The StackLead Salesforce Integration creates a new custom object for each Lead created to hold all the StackLead data. This object can be referenced from the Lead and any Contact or Account objects associated with the Lead. By default, we don’t add the StackLead Data to the Lead layout view, but you can customize what StackLead Data fields you’d like in the layout. In this video, we show you how to use Related Lists and the Hover Box in Salesforce to view relevant StackLead Data for a particular lead:

Workflow Rules

If you use Salesforce Enterprise Edition, you can use Workflow Rules to copy data from the StackLead Data custom object to existing fields on Leads, Contacts, or Accounts. The workflow rule will trigger when a Lead is edited and there is a related StackLead Data object. You can add unlimited field update actions to update fields on the Lead every time the workflow rule triggers. Field update actions use the full power of Salesforce formulas to conditionally combine and transform data from multiple sources:

Formula Fields

If you’d like to add new fields to the Lead to show StackLead Data, you can use Formula Fields.  If you use Salesforce Professional Edition, this is a great alternative to workflow rules. You can create a new formula field that defaults to the value of an existing Lead field, but fall back to the StackLead Data value if it’s not populated. Learn more in this video:

That’s three great ways to customize how you use StackLead research in Salesforce! Find out more about the Salesforce integration and check out our premium plans.

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