With Orbit’s Salesforce integration, you can begin to get the full picture of the journey from community to customer. Connecting the activities of your community and sales team can give you the following benefits:
- Give your sales team more context before emailing and meeting with leads, which helps with lead conversion.
- Allow your community team to easily flag community qualified leads (CQLs) to the sales team and bring them into the sales funnel.
Our Salesforce integration will help you take the first step towards better proving the ROI of your community.
What can you do with the Salesforce integration
- Manually send CQLs (Community Qualified Leads) to Salesforce based on custom criteria.
- Create links between a member’s Orbit and Salesforce profiles, making it easy to toggle between the two and see who is on each platform.
- Start additional Salesforce workflows on Lead creation.
- Create Reports in Salesforce to compare CQLs and other leads and track metrics.
Ready to unlock the community-sales link? We’ll walk you through how to create a lead in Salesforce from a single member’s profile and how to do it in bulk.
Adding the Salesforce integration
To add the Salesforce integration to your Orbit workspace, head to Settings > Integrations and click on the Salesforce icon.
A few things to note:
- Each person that wants to send contacts to Salesforce must connect to this integration. With this in mind, it is possible to add multiple instances of the Salesforce integration to Orbit.
- To connect an integration in Orbit, you must be a workspace owner. You can go to the Collaborators tab to see your role and ask an owner to provide you with access.
Adding Leads in Salesforce
When you connected the Salesforce integration to Orbit, you unlocked the ability to create Leads from multiple places 🙌
Option 1: From a Member profile
You’ve found interesting member in your Orbit workspace and want to add them to as a Lead in Salesforce. Go to their member profile, then click the Actions button. In the pop up menu, you’ll see Create Lead in Salesforce.
This will open a modal where you can preview what information will be sent to Salesforce (where the data is available, we attempt to add the Member’s first name, last name, email address, city, country, state, company and company website on their Lead profile).
If you have more than one Salesforce account connected, use the dropdown to select which instance you’d like to send the contact info to.
There is a description box that you can use to add any additional context to the Lead.
Finally, to create the Lead, click Create.
You can then look at the Actions tab on the member’s profile to see if the action has completed successfully. If it has not succeeded, click the banner at the top right of the page. It will take you to a log page where you can learn more or visit Settings > Actions Log to see the status of your Lead creation.
Option 2: Add Multiple Contacts
It is also possible to add single, and multiple contacts that match any Filter criteria on the Orbit Member’s view. This is useful for creating Contacts that might have all participated in the same activity, such as attending an event.
First, go to the Members table and use the filters to narrow down your audience. Select all member matching the filters you choose. Once you do this you’ll see a new Quick Actions menu appear above the table.
Click on Actions and you’ll see a menu of available options, including Create lead in Salesforce
This will open a modal where you can double check who you are sending over, and what email will be used to create their Lead record in Salesforce.
You can also use the dropdown to select which Salesforce instance you’d like to send the lead info to (if you have more than one).
Click Create and the magic will happen in the background.
If you want to check on the status of your action, click the banner on the upper right of your screen, and it will take you to a log that tells you more. There, you can view the status of your contact creation.
You can view a log of what activity has been performed at any time by clicking on Settings > Actions Log. There you can see all the different contact creation runs in one place.
Who will get added as a lead in Salesforce?
Anyone you select that has an email address. The email address is used to ensure that contacts are not created as duplicates, as well as attaching additional information about the company that the contact works for. Because of this requirement, Leads cannot be created without an email address.
How do I check if creating Leads worked?
Go to Settings > Actions Log to see the status of your run. Click on it to see which members succeeded, who already existed in Salesforce, who could not be sent and why.
What new info will I now see on members in Orbit?
If a member has been added to Salesforce, you will now see a Salesforce identity on their Orbit profile. This identity also serves as a clickable shortcut to their SFDC profile.
- Salesforce integration
- What can you do with the Salesforce integration
- Adding the Salesforce integration
- Adding Leads in Salesforce
- Option 1: From a Member profile
- Option 2: Add Multiple Contacts
- Who will get added as a lead in Salesforce?
- How do I check if creating Leads worked?
- What new info will I now see on members in Orbit?