Configuring the Salesforce Layout

Step 1. Navigate to Lead Page Layout

Click on your name in the top right hand corner and select Setup. Navigate through Customize > Leads and click on Page Layouts. Click on "Edit" against Lead Layout.

Step 2. Add Section to the Lead Layout for Call Tracking Data

In the Lead Layout window, click on the Section tab and drag it to where you would like to see call tracking data. 

After dropping the ‘Section’ tab, enter the name "Call Tracking Data" or whatever you would like to call the section and click OK. 

Step 3. Add the Call Tracking Fields

Enter PLA (Delacon Call Tracking) into the Quick Find box. When the PLA Fields appear, select all 25 fields by clicking on the one field, holding down shift and clicking on the last field. Then drag the fields into the Call Tracking field section you just created. If you don’t require all fields the Delacon system offers, you can select only the fields relevant to your company.

Save the layout. Verify the call data fields are in place by scrolling down the page.

• For Japanese clients, you will need to change the PLA_State field to have at least 15 characters
• Please make sure you do not remove the Description field from the lead object as this field captured the Delacon Call ID and is vital to the integration working

Replicate these 3 steps for the Account layout and Task layout.

Step 1. Navigate to Account Layouts

Click on your name in the top right hand corner and select Setup. Navigate through to Customize > Accounts and click on Page Layouts. Click on "Edit" against Account Layout.

Step 2 and 3 as above

Complete the Section and add the tracking fields as described above under Lead Layout.

The Account Layout window will look like below. 

Make sure to Save your layout. 

Step 1. Navigate to Task Page Layouts

Click on your name in the top right hand corner and select Setup. Navigate through to Customize > Activities and click on Task Page Layouts. Click on "Edit" against Task Layout.

Step 2 and 3 as above

Complete the Section and add the tracking fields as described above under Lead Layout.

The Task Layout window will look like below. 

Make sure to Save your layout. 

Step 1. Navigate to Lead Fields

Click on your name in the top right hand corner and select Setup. Navigate through to Customize > Leads and click on Fields. Click on Map Lead Fields.

Step 2. Map fields

Systematically select the corresponding Account call data field against the lead call data and click save when completed.

Step 1

Login to your salesforce as a user with admin rights.

Step 2

2) Navigate to “Setup -> App Setup -> Customize -> Opportunities -> Fields

Step 3

Click on “New” for a new custom field, and select “Formula” as the Data Type

Step 4

Click Next. On the following screen, select “Text” as the formula return type and PLA_Phone as Field Label and Field Name.

Step 5

Click Next. On the following page, put the value in the text area as “Account.Phone”

Step 6

Click Next

Step 7

Set field-level security based on your choice. For ex, we did as below. Click Next

Step 8

Set it to the page layout of your choice. For ex, as done below. Click Save.

Step 9

Now, if you navigate to an opportunity, you will see the field with the phone number from the Lead/Account on the page. Example below (values removed for privacy reasons).

To verify that the integration is complete, click on leads to see if recent phone leads are being created – there should be a default number created. To make a full test, make a phone call to your business and look for the record in the Lead object.