Before integrating Romify with Salesforce, it is important to consider several factors.

Integration User

You need to select Salesforce credentials for the user who will be doing integration with Salesforce. Those credentials will be need to login to Salesforce when creating the integration.

User Rights For the Integration User

• Create/Read/Edit Leads, Campaign Members, Tasks
• Read/Edit Contacts
• Read Account
• Write for each field we want to update in Leads, Campaign Members, Contacts, Tasks
• Marketing User checkbox on User Profile
• If Record Types are in use for Create/Update Leads, Campaign Members, Contacts, Tasks - integration users need to have access to them

Duplicate Check for Salesforce

There are multiple option to check duplicates. You can do it on:

• Contacts and Leads
• Leads only
• Not at all - always create lead

Record Types

When creating a Lead or Task you need to choose which Record Type to use.

Once integration is complete, you can easily configure these settings in Romify Hub. To select a Record Type, simply navigate to Setup (1) → Integrations (2) → Salesforce (3). From there, go to Integration Settings (4) and select the Record Type (5) for either your Lead or Task