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SFDC Integration - Leads Support

  • 30 July 2019
  • 4 replies
  • 57 views

Userlevel 6
Posting on behalf of PX customer.

For lead gen platforms, the majority of our users are set as leads in SFDC. They will only convert to contacts once they convert into a sales opportunity for other products.

However, in order to start nurturing these leads in-app with PX, they need to have some of the SFDC data to segment the leads.

Integrating leads from SFDC to PX would be very helpful for this use case!


4 replies

Userlevel 2
Agreed - leads/contacts and opportunities/accounts would be very helpful instead of having to do a workaround on the SFDC side.

Hi folks, any update on this? Really useful as some data we can get from Leads/Opportunities only.

 

Thanks and best of luck

Userlevel 7
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The PX Salesforce Integration is not limited to only the Accounts and Contacts objects and you can use Salesforce Custom objects instead. 

Therefore, a possible workaround would be to build your own custom SFDC Custom Objects (consolidated data from Accounts, Opportunities, Contacts, Leads, etc.) that contain all the attributes that you would like to add into PX Accounts/Users and then use those instead. 

See sample screenshot below where the list of available SFDC objects are available for selection.

 

 

Thanks so much @link_black , but as mentioned by @bdatangel it would be best if this could be done without custom SFDC object.

Best of luck and a carefree week ahead

The PX Salesforce Integration is not limited to only the Accounts and Contacts objects and you can use Salesforce Custom objects instead. 

Therefore, a possible workaround would be to build your own custom SFDC Custom Objects (consolidated data from Accounts, Opportunities, Contacts, Leads, etc.) that contain all the attributes that you would like to add into PX Accounts/Users and then use those instead. 

See sample screenshot below where the list of available SFDC objects are available for selection.

 

 

 

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