Appendix A


Incoming  Number Format


When Delacon pushes a number through to  your CRM, the number format will automatically default to either +X or +XX  depending on whether it’s a mobile or landline call.

On the Salesforce integration page, you can  change the incoming number format to the format you require.



Appendix B


Salesforce Update


If you are promoted to apply an update to  Salesforce, please accept before proceeding with the integration, otherwise the  integration won’t work.


De-activating package

  Before the update will work, you will need to ‘de-activate’ the ‘Require TLS  1.1 or higher for HTTPS connections’ package.

  Please note this will need to be done even if you are not prompted to update  Salesforce.

1. Click on Build

2. Click on Critical Updates

3. Click ‘Deactivate’ for the  ‘Require TLS 1.1 or higher for HTTPS connections (see image below)

4. Once de-activated, please  proceed with Verifying the Integration on page 22.



Appendix C


Adding the Google  Analytics ID field to Salesforce


If you want to push  cost-per-acquisition data from Salesforce into Google Analytics, you will need  to capture the Google Analytics ID in Salesforce. In order to do this, you will  need to add this field to the lead and account object manually and complete the  field mapping.


Creating  the Google Analytics ID in the lead object


Step 1:  Navigate to setup and the in Quick Find/Search bar type in ‘fields’.


Step 2: In the  left hand menu, navigate down to ‘Leads’ and click on ‘Fields’


Step 3:  Navigate down to ‘Lead Custom Fields & Relationships’ and click on ‘New’


Step 4: Select  ‘text’ field and click next.


Step 5: Enter  ‘PLA_GAUAID’ into the Field Label field.


Step 6: Enter  ‘100’ into the length field and click next.


Step 7: Ensure  all boxes are ticked in the ‘Visible’ column (this will often be the default setting)  and click next.


Step 8: Ensure  the ‘Add field’ box is ticked so the field gets added to the lead layout and  press save.


The Google  Analytics ID field, which will display as PLA_GAUAID will now be created.


Creating  the Google Analytics ID in the account object


Step 1:  Navigate to setup and the in Quick Find/Search bar type in ‘fields’.


Step 2: In the  left hand menu, navigate down to ‘Accounts’ and click on ‘Fields’


Step 3:  Navigate down to ‘Account Custom Fields & Relationships’ and click on ‘New’


Step 4: Select  ‘text’ field and click next.


Step 5: Enter  ‘PLA_GAUAID’ into the Field Label field.


Step 6: Enter  ‘100’ into the length field and click next.


Step 7: Ensure  all boxes are ticked in the ‘Visible’ column (this will often be the default setting)  and click next.


Step 8: Ensure  the ‘Add field’ box is ticked so the field gets added to the lead layout and  press save.


The Google  Analytics ID field will now be created.


You may want to edit the Account and Field page  layouts to place the new field into the appropriate section.


Mapping the Google Analytics ID field


Once you have  added the field to both the lead and account object, you will need to map the  field from the lead object to the account object to ensure the data in the lead  object transfers to the account object.


Step 1:  Navigate to setup and the in Quick Find/Search bar type in ‘fields’.


Step 2: In the  left hand menu, navigate down to ‘Leads’ and click on ‘Fields’


Step 3:  Navigate down to ‘Lead Custom Fields & Relationships’ and click on ‘Map  Lead Fields’


Step 4: Scroll down to PLA_GAUAID and select Account.PLA_GAUAID from the drop  down menu.


Step 5: Click  save.


The fields are  now mapped.



Appendix D


Adding the DTMF field  into Salesforce


If you want to push DTMF/IVR menu selections into  Salesforce, you will need to add this field into the Lead Object:


Step 1:  Navigate to setup and in the Quick Find/Search bar type in ‘fields’.


Step 2: In the  left hand menu, navigate down to ‘Leads’ and click on ‘Fields’


Step 3:  Navigate down to ‘Lead Custom Fields & Relationships’ and click on ‘New’


Step 4: Select  ‘text’ field and click ‘Next’.


Step 5: Enter  field label as ‘PLA_IVREntry’.


Step 6: Enter  ‘100’ into the length field and click ‘Next’.


Step 7: Ensure  all boxes are ticked in the ‘Visible’ column (this will often be the default  setting) and click ‘Next’.


Step 8: Ensure  the ‘Add field’ box is ticked so the field gets added to the lead layout and  press ‘Save’.