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.
Here you have to choose between if you want exports from Goava to be created as leads or accounts
Select the field that you use for organization number/org. nr./CVR/Business ID which field.
Optional field mapping for source on Accounts
Optional field mapping for source on Leads
Re-assign companies? If a company already exists in Salesforce and a user qualifies a company in Goava then we can re-assign that company to the user that qualified. This is useful if you have a lot of companies in Salesforce that are unassigned or owned by a fictive user.
Then click 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 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
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
To use the Goava Discover integration the users need to have Salesforce licenses (full access to CRM functionality), this might sound obvious but they can't have Salesforce Platform licenses for example which only gives them access to custom apps.
Users using the Goava Discover integration must have the Modify Metadata Through Metadata API Functions permission enabled in their Profile permissions. This is required because we will be creating accounts or leads using the integration and also creating "webhooks" which keeps track of when leads move through the pipeline To enable Modify Metadata permission follow these steps in Salesforce. This is
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