Salesforce

Connecting your Salesforce Account

Seamless has a direct integration to connect with Salesforce, and is easy to get connected.
1. Navigate to Integrations from your Account Settings.

2. Choose Salesforce from the displayed information, and follow the provided steps to connect your Salesforce account. 

If you are interested learning more about the steps to import found contacts to your Salesforce account, we recommend checking out this article: Importing to CRM

Salesforce Settings and Mappings

Please Note: Salesforce API access is required to connect this integration and not all Salesforce packages come with API access.

‍API Access comes with the following editions of Salesforce: Enterprise Edition, Unlimited Edition, Developer Edition, and Performance Edition.

1. Navigate to the CRM Setup page in your Account Settings, by clicking your initials in the bottom left corner.

2. Set up your import mappings and universal settings according to your preference or your company's choice, and you'll be all set to import directly into Salesforce.

Please note: Our direct integration with Salesforce comes with a pre-set field mapping option, however you can customize to your organization’s unique needs.

3. Customize fields for your entire organization or secure settings exclusively for your organization. Specify whether the data will override in your CRM for each mapping and preferences around users having ability to edit on their own import mappings/settings

CRM Import Field Mappings ‍

Seamless lets you control how fields are sent into your CRM during import. You can use standard mappings, create custom mappings, and apply data rules to control overwrite behavior.

Set Up Options - 

Seamless Field: These fields contain data from Seamless that you've discovered and researched. 

Salesforce Field: These fields mirror the ones in your connected CRM. During import, data from the Seamless field will map to the established Salesforce field. 

You can set up each field to Set Org Wide or Lock Org Wide, and set each mapping to select if the data will override in your CRM.

Allow User Edit: The Allow User Edit checkbox offers a straightforward feature that allows Users to either edit or restrict access to a specific setting based on the checkbox status.    

• When the checkbox is activated: Users can edit these settings and Admin settings serve as the default, unless modified by the user.
• When the checkbox is deactivated: Users cannot access the fields but can view them in a read-only state to understand the current setup.

As you edit your import mappings, be sure to click Save, in the bottom left corner of the import mappings box, to set your preferences. 

Salesforce Import Types: Account vs. Contact vs. Lead

Import mappings can be set and customized based on the Salesforce import type. When importing from Seamless into Salesforce, the import type determines what kind of Salesforce record is created.

• Lead = an individual prospect in the sales pipeline
• Contact = an individual associated with a company
• Account = the company itself

If you import as a Lead, Salesforce creates a Lead record. If you import as a Contact, Salesforce works with both the Contact and Account records.

Note: Users can set whether they want contacts imported as Contacts or Leads from the “Salesforce import type” setting in Universal Settings

Add New Mapping

Use “Add New Mapping” to create a new Seamless-to-CRM field mapping. You can map any Seamless field to any available CRM field.

Note: The connected user must have edit access to these fields for a successful import process.

Pro-Tip

Common use cases include importing additional contact details such as Phone Numbers (1–3) and Email Addresses (1–3)

Add Custom Mapping

Use Add Custom Mapping when you need to send data that Seamless doesn’t provide by default, such as:

• A required CRM field not available in Seamless
• A static value that should apply to every imported record
• A custom field you want to consistently populate in your CRM

How it Works

1. Create a custom field in Seamless.
2. Set the value Seamless should send (this can be static).
3. Map that Seamless custom field to the appropriate CRM field.

Pro-Tip

Create a custom "lead source" in each import, set the Seamless field's static value (e.g., New) and map it to the "Lead Source" field in your CRM. This imports all leads with "New" with a lead source to track in your CRM.

CRM Settings

When integrating your Salesforce CRM with Seamless, you have the ability to customize the settings.

Salesforce CRM Set Up and Universal Settings options on Seamless platform

Universal Settings

Salesforce Import Type: This Salesforce setting lets users choose to import contacts from Seamless as Leads or Contacts. Importing as Leads unlocks the LEADS tab, and importing as Contacts unlocks the CONTACTS and COMPANIES tabs.

Lead Source/Campaign/Owner: Enable users to specify the location and source for CRM imports. Customize these based on existing CRM information, and Seamless will retrieve dropdown options by polling your CRM.

Set Total AI Threshold/Limit on Contact Imports: Use this setting to establish a minimum Total AI threshold for importing contacts. Specifically, it applies to the Total AI score of the Primary Business Email.
For example, if the Total AI Slider is set to 80, the Primary Business Email must have a Total AI score of 80% or higher to successfully import on the first attempt.

Contact Account Creation:

• Yes: Seamless can create accounts automatically for contacts not in your CRM.
• No: No account is created; users need to choose an existing account for contact import.
• Prompt: Users are asked to select or create an account with each import.

Update Converted Lead’s Contact Record:

• Yes: Seamless will automatically append information to the converted Lead’s Contact record in Salesforce.
• No: Seamless will not update the converted Lead’s Contact record.
• Prompt: Users will receive a prompt to update the Contact record if we detect a converted Lead during the import.

Automatically import to Salesforce: Enable this option to automatically import contacts/companies into your CRM when clicking the FIND button in Seamless or on the Chrome Extension. By turning this on, you skip the step of manually selecting contacts/companies in My Contacts and My Companies before importing them into your CRM.

Pro-Tip

If enabling Auto-Import, we strongly recommend setting the Total AI Threshold to set a safe guard when researching and automatically importing contacts.

Allow contacts/leads to import without a validated email: A validated email includes a Valid or Accept All response from Seamless's validation during the AI research process. When set to Yes, Seamless permits users to import contacts even without a validated email.

Allow My Companies Lead imports: This Salesforce-specific setting in Seamless lets users import contacts to Salesforce as Leads or Contacts.

• When set to Yes, users with the Lead import type can still import Accounts from My Companies.
• If set to No, My Companies imports will be turned off, allowing only Leads to be imported to your CRM from My Contacts.

Allow Users to Create New / Custom Mappings: Allows users, that are not Admin, to create new mappings that will only affect their account

Advanced Settings

Set Contact Import Match Score: Define your match score against your CRM records. A value of 100% requires a contact to have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Example: A 95% setting will allow automatic import (no deduplication alert) if there is a match score of 95% or above against a record in your CRM unless there are two of the exact same match scores. Seamless.AI does not recommend less than 95% Match score for this Setting

Set Company Import Match Score: Set Company Import Match Score to define your match score against your CRM records. A value of 100% requires a contact to have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Bypass Lead Assignment Rules: Set this to prevent your Lead Assignment Rule(s) from overwriting the Lead Owner field when importing Seamless contacts as Leads.

Note: This rule is not supported when using the Import Filtered or Import All feature.

Account Deduplication Method (Website or Name): Choose between Website or Name for finding existing accounts during duplication-checking in Seamless. 

• If “Name” is selected, fuzzy matching is used to find close matches by name. 
• If “Website” is chosen, it uses the website as a unique identifier. If no website exists for the company, Name is used as a fallback for duplicate checking.

Fill Contact Phone with Company Phone if Contact Phone is blank: When set to Yes, Seamless will add the company phone number to the contact phone field if the company phone has a number and the contact phone is blank. This setting is useful when you want to ensure data is present in both contact and company phones during import, especially if there's field validation in your CRM.

Fill Contact Location with Company Location if Contact Location is blank: When set to Yes, Seamless will populate the contact location fields with the company location if the company has a location and the contact location is blank. This setting is ideal for ensuring data presence in both contact and company locations upon import, especially if there's field validation in your CRM.

Check for duplicates across both leads and contacts in Salesforce: This Salesforce-specific setting checks for duplicates across both Lead and Contact objects. This setting is ideal if you need to ensure uniqueness and avoid duplicating contacts or leads in your CRM.

• If set to No, Seamless.AI will only check for duplicates within the specific import type (i.e., Lead or Contact/Account) for that import.

Enable CRM Alerts: Enables checking if leads or contacts already exist in CRM before using Seamless

Automated Lists

Automated Lists let you map a Seamless list to a specific Salesforce campaign or account so contacts added to that list are automatically sent to the mapped destination. This helps reduce manual importing and makes list management more automated.

To use Automated Lists, you must create a mapping by selecting:

• the Seamless list
• the Salesforce campaign or Salesforce account it should map to

There are no default mappings, so each list must be mapped individually. If you create a new list in Seamless and want it to sync to Salesforce, you will need to create a new mapping for that list. Once the mapping is set up, any contacts added to that Seamless list will automatically be added to the connected Salesforce campaign or account.

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