Salesforce

Our Salesforce integration will allow you to sync leads, contacts, accounts and opportunities between Salesforce and Journeybee.

How it works

• Two way data sync.

  • Journeybee leads, deals, notes and partners can sync to your relevant Salesforce objects on any change in both platforms.

• Salesforce Widget

  • Send leads to your partners directly within Salesforce.

  • Communicate with your partners on joint opportunities.

  • See information on the partner associated with an opportunity.

Connect

1. Login to your Journeybee account then go to settings -> integrations.

2. Select Salesforce and click “Connect”. This will take you to a new window where you will be asked to login to your Salesforce account and install the Journeybee Integration.

   IMPORTANT: the user installing the package must have administrator privileges. Password: journeybee-salesforce-integration-dec-2024

3. Once you’ve accepted all the requirements of the Salesforce package, your integration will install the package on your Salesforce organisation.

4. After the installation has been complete, you will need to manually go back to Journeybee and open the integration to configure your integration!

Configuration

After connecting the integration you will now be able to choose how your Journeybee and Salesforce workspaces communicate with each other.

Multiple tabs will be shown on the Salesforce integration configuration page in Journeybee. See below for further details.

Settings

Set up how you want the integration to match to existing Contacts, Accounts, Leads and Opportunities. Whether they:

1. Match to existing object via unique fields.

2. Only match to existing objects that don’t have a partner already attached to it.

3. Create duplicates without matching.

Journeybee Leads

Choose which Salesforce objects you would like to map against your Journeybee leads fields, custom fields, statuses and notes.

Journeybee Deals

Select how your Journeybee Deals and Salesforce Opportunities sync with each other via their stage changes, field updates and notes.

All commission changes are calculated in Journeybee based on your commission settings and the deal amount.

Journeybee Partnerships

Select how your Journeybee Partners and Salesforce Accounts (Partners) sync with each other via their stage changes and field updates.

Importing partners to Journeybee

Import your partners from Salesforce.

1. Select how to identify your partners in Salesforce via the Account type and click save.

2. A list of partners will then load with their associated contacts.

3. Once you have selected the contacts you want to invite, clicking save will send out an invitation email to your partners to collaborate with you on Journeybee.

Importing partners limitations

• Limited to 180 partners to import. If you have more than 180 partners, please reach out to engineering@journeybee.io and we will assist with a custom import.

• The loading time will vary depending on the number of partners you have in Salesforce and can be over a minute.

Extra Features

Assign Salesforce Owners

On a lead or deal within Journeybee, you can assign the owner of a Salesforce Lead/Contact/Account/Opportunity by going to the CRM tab in a Journeybee lead and/or deal

Notes

Notes created on a Journeybee lead and/or deal are also created on their linked Salesforce objects.

Requirements

Two Way Data Sync - Salesforce requirements

• Creating a Salesforce Opportunity requires you to have mapped the Journeybee deal stages correctly under your integration configuration in Journeybee.

• Creating Salesforce Contacts requires a Last Name. Confirm these have been mapped correctly under your integration configuration in Journeybee.

• If you choose not to map a CloseDate from a Journeybee lead to a Salesforce opportunity, the date chosen will be one month from when the sync occurs on Journeybee lead creation.

• Associations between objects in Salesforce are automatically created when mapped against Journeybee leads.

  • Lead Converted -> Account/Contact/Opportunity

  • Contact -> Account

  • Opportunity -> Contact

  • Opportunity -> Account

  • Account/Contact/Opportunity -> Account (Partner)

• A Salesforce Lead will not be created if there is a Contact that has already been created.

Package Installation

The following package will be added to your Salesforce organisation on installing the Journeybee integration.

• Custom fields on Account, Contact, Lead and Opportunity with the ‘Journeybee’ prefix

• Apex Triggers, Classes and Tests with the ‘Journeybee’ prefix

• If you need further information please reach out to engineering@journeybee.io

Contact Us

If you have any questions or need help with the installation, please reach out to support@journeybee.io or via our in app support.