Sign In Solutions offers two different pages that automate importing your visitor data into your Salesforce account:
The One-Step is an out-of-the-box solution which logs activities against leads or contacts in your SFDC instance. The Field Mapping action is a highly customizable page which allows you to perform different actions against any object in SFDC.
Our Campus Video Lesson on both Salesforce Actions can be found HERE. If you have not yet signed-up for Campus, you can do so for free. Then, register for the Kiosk Experience Course.
Integrating Your Salesforce Account
Before adding the One-Step or Field Mapping action into your experience, you must connect your Salesforce instance from the Integrations page. Click the Integrations icon in the left navigation bar. Then click Sales and Marketing.
Find the Salesforce tile and click Install. You can then choose to authenticate with a production or sandbox URL. Finally, click Save and Install and follow the prompts to connect your account.
Once activated, the Salesforce Actions will become available in your Kiosk Experience Editor, which can be added like any other page. They will fire off after a visitor completes a sign-in containing the action.
Salesforce One-Step
The Salesforce One-Step is our out of the box solution, made prior to the more customizable Field Mapping Action. When the One-Step is added to the experience, all sign-in records will be pushed from Enterprise to Salesforce in the form of an Activity. Activity logs will be created under Leads or Contacts depending on whether or not your visitor's email address exists as a Contact in Salesforce (Enterprise creates a new lead if the contact doesn't exist).
If the Contact exists, the visitor must also enter a Company name which matches an existing Account in Salesforce for the activity to be logged.
Salesforce Field Mapping Action
The Field Mapping action is where Sign In Enterprise's integration with Salesforce really shines. This action allows you to pull data from other pages in your experience and use that to:
Find, Insert, Update, Upsert, or Delete records in Salesforce
Write to any field on those records
Relate records to each other.
"Upsert" will update an existing record or insert one if none are found.
The best part is, you customize all of this! You can choose which operation you wish to do, what fields you want to use to find a record, what fields you want to update, etc. Since you can customize this action to do many different things, we recommend that you have a Salesforce admin, that knows your org, to be involved in the setup process.
To start, add the Salesforce Field Mapping page into your experience. Add this page in the experience editor somewhere after you've collected the visitor details that needed to be mapped. Click Add Object to begin editing the page.
1. First, choose an operation. The operation is the basic action that your Field Mapping action will be doing. You can choose between five:
Find: Use a lookup field to select a record to relate to another record.
Insert: Create a new record.
Update: Update an existing record.
Upsert: Update a record or create a new one if none are found.
Delete: Remove a record from Salesforce
Upsert is the most powerful of the five because it can either update or create a new record. For example, a common use case of the Field Mapping action is to log an activity against a contact whenever that contact signs-in on the iPad. In this case, the upsert action can create a new contact in your Salesforce instance if the visitor is brand new. Otherwise, it will look for an existing contact to add the activity to.
2. After you've chosen your operation, step two is choosing the object this applies to. In the example above, the object is simply Contact.
3. Now choose your Lookup Fields. These are the fields that we'll reference in your Salesforce instance to attempt to find or update your object. You can search for specific fields using the search bar near the top of the list. Then, click the checkbox next to your fields. You can choose more than one.
For example, if your contacts in salesforce all have unique emails, first names, and last names, you can choose all three of those as lookup fields. If you do, then all three will have to match a sign-in record to be referenced correctly.
4. Next, choose your Writable Fields. These are the fields that will actually be added or overwritten into your object. If your Salesforce object has mandatory fields, this is where you will need to include them. (eg. Your contacts may have mandatory email, first name, and last name fields. Add all three here so that the visitor's sign-in details are added to the contact).
Close the Field Mapping editor. You can now start mapping fields from other pages in the experience. Look for yellow tabs on any of these pages:
About You pages
Form pages
Summary pages
DocuSign pages (maps the download URL of the signed document).
Click and hold the yellow tab on any field you'd like to map. Then, drag the yellow line into its corresponding tab on the left side of a Salesforce Field Mapping page.
The example below shows the Email field from an About You Page being mapped into a Field Mapping page as both a lookup field and a writeable field:
Additionally, you can relate Salesforce records to each other by dragging a line from top-right yellow tab of a Field Mapping page into another. Only certain reference fields will allow you to do this.
In the example below, a Salesforce Contact is being related to an Insert Event action which will log an event against the visitor's contact record. This event will log when this contact visited the office: