Salesforce Workflows - Verify a Lead
In order to send status updates and conversion updates from the leads to Webolytics, workflow rules will need to be created in Salesforce which send outbound messages back to Webolytics.
Setting up a Verify Lead Workflow
Go to Setup > Process Automation > Workflow Rules, and click ‘New Rule’.
On the 1st step of creating the workflow rule, select ‘Lead’ as the object and click Next.
On the next step, populate fields with the following information:
Rule Name: Webosaurus - Verify Lead
Description: Verify or change the lead status within webolytics of the correlating lead in Salesforce
Evaluate the rule when a record is: created, and every time its edited
For Rule Criteria, select the rules as required in context to the set up of Salesforce
On the net step, you will now need to create the Outbound Message which will be used when ever the status of the Lead changes. From the dropdown ‘Add Workflow Action’, select the value ‘New Outbound Message’.
On the following page, populate the form with these values:
Name: Webosaurus - Verify Lead
Unique Name: Webosaurus_Verify_Lead
Description: Verify or change the lead status within webolytics of the correlating lead in Salesforce
Endpoint URL: https://portal.webolytics.com/modules/salesforce/v2.verifyLead.php?VID=YOUR_VENDOR_ID_HERE
User to send as: Leave as it is. It will select the logged in user as the default
Lead fields to send: This is dependant on the setup of Salesforce. Select the relevant fields as required.
Important: Any mapped fields here for status changed in webolytics will also need to be mapped in the salesforce form module that has been set up
Once finished, click ‘Save’.
Go back to Setup > Process Automation > Workflow rules , and find the Webolytics Verify Workflow rule and click ‘Activate’ to the left of the record to turn it on.
Mapping on Salesforce Form Module
Go to the Form Builder, and click on the Edit icon and then the Edit link inside the menu.
If no salesforce module has been created against the form, do this first. Scroll to the bottom-left form modules block and click “Map Lead Status From Salesforce”.
On the modal that appears, make sure that the status fields from the Salesforce Outbound Message are selected (to select a field, click the grey tick to the right of their name).
