Start by going to Settings > Data Export.
Click on Salesforce Icon and connect with the same credentials that were used to connect Goodkind and Salesforce for data export. Here are the fields you can setup.
Activity Type
To send engagement data without any Task type (such as call, sms, or to a custom object), the following configuration is required:
The Salesforce Task 'Type' should be set to 'NOTSETUP'. (see example below)
👀 If you're looking to include custom Task types such as a Call or Email type task, please complete the process below with the corresponding Salesforce account.
Steps to send data from Goodkind as Salesforce task type
Login to Salesforce and select Setup.
In Setup, select Object Manager and type 'Task' into the search bar
Once inside Task, select Fields & Relationships from the navigation bar and select the field, 'Type'.
Inside the field page Type, select 'Set Field Level Security'.
On the far right-hand column called Visible, ensure that all of the following fields below are toggled on, and you're done!
🤔 Step 5 ensures that Goodkind can send engagement data back to your Salesforce Task Type without any API failures due to Field Level Security permissions.
Mapping Fields with Goodkind and Salesforce
If you have both SMS/Whatsapp and Video Messaging with Goodkind it will look as below, else you will see events specific to your plan with Goodkind.
Each event is logged as separate Task on the Contact's activity record. The mandatory fields for Salesforce are
CRM ID- Map the WhoID field from Salesforce to "Contact CRM ID" field from Goodkind
Owner ID: Create a "text" type Custom attribute in Goodkind called Owner ID and map it to the Owner ID field in Salesforce. The Fallback value will be the Salesforce ID of the integration user/any admin user. We currently do not support dynamic owner ID fields.
Subject- Usually Mapped to Goodkind campaign name
Description- Usually mapped to description field.
Have questions? We're here to help.
Please reach out to your Success Manager if you'd like to chat further about how to send engagement data back to Salesforce.