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      Salesforce integration documentation

      How to get started, set up, and use the Salesforce integration for Goava Discover.

      Getting started using the Salesforce integration is easy, just make sure your Salesforce Admin has checked out the instructions below first.

      Getting started

      Go to your settings in Goava, select Salesforce from the dropdown in Choose integration, and then click Install Goava in Salesforce.

      This will open up Salesforce where you'll have to authorize Goava as a Connected app.

      After allowing access it will take you back to the settings page in Goava, select Salesforce in the dropdown again and it will now bring up your configurations.

      Setting Explanation
      Choose if you want to create accounts, leads or opportunities. Required Goava can create either accounts, leads, or opportunities when a company is exported from Goava. Choose which works best with your process.
      Field used for org. nr/cvr/business ID. Required Map to the field you use to populate org. nr/cvr/business ID in Salesforce. We use this field for reading/identifying companies in Salesforce, and we also write to it when exporting companies.
      Create as Account: Lead source field (optional) If you choose to create accounts: Select the field you use for source data. We will write Goava to this field, so if it's a list field then you need to make sure that Goava is a valid option.
      Create as Lead: Lead source field (optional) If you choose to create leads: Select the field you use for source data. We will write Goava to this field, so if it's a list field then you need to make sure that Goava is a valid option.
      Create as Opportunity: Opportunity source field (optional): If you choose to create opportunities: Select the field you use for source data. We will write Goava to this field, so if it's a list field then you need to make sure that Goava is a valid option.
      Create as Opportunity: Stage (optional) If you choose to create opportunities: Select the stage you want exports from Goava to start in your pipeline.
      Create as Opportunity: Type (optional) If you choose to create opportunities: Select the opportunity type you want exports from Goava to have.
      Should Goava be allowed to re-assign companies in Salesforce?: Yes/No. If you select yes, then Goava will be able to export any company and if the company already exists in Salesforce we'll be able to re-assign it to the user that qualified it in Goava. 
      If you select no, then Goava won't be able to re-assign any existing companies - so if you export a company that already exists with an owner we will just skip that export and do nothing.
      Do you want to create a task when a company is exported? (optional) Yes/No. If you select yes, then we will create a task for you associated with the object you exported to contact the company.
      Contact source field (optional) When you export contacts from Goava you can map this to a contact field and we will populate it with Goava. If it's a list field then you need to make sure that Goava is a valid option.
      Contact LinkedIn profile URL field (optional) If you export LinkedIn contacts you can map the contact's LinkedIn profile URL to a field on the contacts object.
      Select field used for identifying customers (optional):

      If you want to change the default customer mapping you can select a field that contains data indicating if an account is a customer in Salesforce. For example "Customer number"
      Define the customer identifier field as has any value or custom value (optional) If you have selected a field for customer mapping, use this setting to define if that field should mean customer if it has any value or if it's only for specific values (next step).
      If custom value, enter the value(s) with comma separation: If only certain values in the field used for identifying customers mean that they are customers, specify the values here. For example: customer, enterprise
      Field used to identify if the account is allowed to prospect on (optional): If you have a field in Salesforce with data that indicates if that account should be excluded from prospecting, select it here. For example: Do not contact 
      Possible value(s) of the field used to identify if the account is NOT allowed to prospect on (comma separated): If you select a field for us to read to exclude companies from prospecting, specify the value that means that it should be excluded from all prospecting. For example: true
       

      When you're done with your settings you click Connect. You can always come back to your settings and change them afterwards, only the required settings at the top needs to be done to connect.


      After connecting you should click the button Sync companies to start the import of your companies from Salesforce, this process might take a few minutes/hours depending on the number of companies in your Salesforce, but it runs in the background. Done!

      Qualifying companies

      When you qualify a company in Goava it will directly create either an account or lead in Salesforce, depending on what you have selected in your settings.
      When exporting the following data will be populated:

      • Company name

      • org. nr/CVR/Business ID

      • Number of employees

      • Revenue

      • Website

      • Visiting street

      • Visiting zip code

      • Visiting town

      • Postal street

      • Postal zip code

      • Postal street

      • Country code

      • Company Description

      • Account/lead owner

      Duplicates logic

      When exporting from Goava we always check for duplicates based on organization number/CVR/Business ID on top of the duplicate logic you already have defined in Salesforce - so if it already exists we won't create a duplicate.

      Mapping of companies

      When we sync your companies from Salesforce to Goava we map them to lists in Goava based on their status in Salesforce, the mapping looks like this:

      • Leads/Accounts with no opportunities = Qualified

      • Accounts with open opportunity = Converted

      • Accounts, where the latest opportunity is lost = Denied

      • Accounts, where the latest opportunity is won = My Customer/Customer

        • If you have provided custom customer mapping in your settings will be used instead of the default customer mapping.

       

      Export of contacts

      With the Salesforce integration, you can export contacts from Goava without leaving your CRM and creating a new contact associated with the account with one click.

      Export of stories

      If you find a news story or recruitment posting that you find interesting you can export them as a note on the company by clicking on Export article, and you guessed it - you don't have to leave Salesforce to do this.

       

      For Salesforce Admins

      When installing the application the user has to authorise the application for the following scopes:

      • Administrative Permissions
        • API Enabled
        • Lightning Experience User
        • Modify Metadata Through Metadata API Functions
        • View Setup and Configuration
      • General User Permissions
        • Manage Connected Apps
        • Manage Leads
        • Edit Tasks
      • Standard Object Permissions
        • Accounts: Read, Create, Edit, View All, Modify All
        • Addresses: Read, Create, Edit, View All, Modify All
        • Contacts: Read, Create, Edit, View All, Modify All
        • Customers: Read, Create, Edit, View All, Modify All
        • Leads: Read, Create, Edit, View All, Modify All
        • Opportunities: Read, Create, Edit, View All, Modify All

      The user that installs the Goava Discover app must have the Modify Metadata Through Metadata API Functions permission enabled in their Salesforce Profile permissions. This is required because we will be creating accounts or leads using the integration and also creating "webhooks" that keep track of when leads move through the pipeline To enable Modify Metadata permission follow these steps in Salesforce.

      • Click the gear icon (upper right corner)

      • From the drop-down, click Setup

      • Under the Administration header, click Users > Profiles

      • Locate and click on the Profile that is associated with the Salesforce users that are going to use Goava

      • From the Profile view, click System Permissions

      • Click Edit

      • Scroll down to the Modify Metadata Through Metadata API Functions field and add a check to the checkbox.

      • Click Save

      Additional tips for admins