Salesforce Sync WHERE Clause

If you have more than the maximum permitted Leads and Accounts in Salesforce, you can add a WHERE clause to prevent us from adding more records. Acceptable examples are – IsConverted = FALSE or NumberOfEmployees > 10   You can add as many parts to the clause as you like providing it compiles in your […]

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Sync BuiltWith Properties to Custom Objects

If you don’t want to pollute your Leads and Accounts objects with new properties, we can add properties to custom objects that link to your Leads and Accounts. This video shows how to create a custom object that links to Leads. Below images shows the custom object definition you can create. You can then add properties […]

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Sync BuiltWith Data to Accounts

Initial Steps Ensure you have completed the Connected App Setup Open the Salesforce Sync Configuration page on BuiltWith – Selected the Properties you’d like to Sync with Salesforce Open your Salesforce Dashboard on Salesforce This video demonstrates how to add BuiltWith Company Name listings onto Accounts. Account Property  Steps Opens your Salesforce Sync Configuration Page Ensure that Accounts is […]

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Sync BuiltWith Data to Leads

Initial Steps Ensure you have completed the Connected App Setup Open the Salesforce Sync Configuration page on BuiltWith – Selected the Properties you’d like to Sync with Salesforce Open your Salesforce Dashboard on Salesforce This video demonstrates how to add Premium Technology listings onto Leads. Lead Property Additional Steps Opens your Salesforce Sync Configuration Page Ensure […]

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