In this page, we provide a step-by-step guide on how users can integrate Salesforce in their Wave Connect account to sync contacts and lead across their Salesforce ecosystem.
Integrating Salesforce in Your Wave Connect Account
Follow the below steps to set up your Salesforce integration:
Login to your Wave Connect user account
Go to Settings, then click on Integrations.
Click on the 'Connect' button.
A pop-up will open, allowing you to turn on contact auto sync between your Wave Connect and Salesforce accounts. We recommend leaving this on. Press 'Continue.' A new tab will open asking you to authenticate your Salesforce account.
Provide your Salesforce credentials in the fields provided. Press 'Log In.'
Note: The account you authenticate must be a Salesforce administrative account to ensure your integration works properly.
After reviewing the permission prompt, grant Salesforce access to your Wave Connect account data. You will now be re-directed to your Wave Connect account.
Verify a successful integration of Salesforce by spotting the ‘Disconnect’ button across Salesforce.
Note: Your Wave Connect contacts will automatically sync as 'Leads' in your Salesforce account.
Congratulations 🎉, you have successfully integrated Salesforce in your Wave Connect account.
Non-Admin Users: for proper integration of Salesforce, contact your salesforce admininstration to Manually Add Wave Connect External ID.
Contact Owner Assignment:
Wave Connect automatically assigns Lead/Contact owner based on the creator's email. If the email does not match with any Salesforce user, the default value specified in your Salesforce account applies.
Manually Add Wave Connect External ID
Navigate to 'Lead' in'Object Manager' under 'Setup.'
Verify that 'WaveConnectId__c' exists under 'Fields & Relationships.'
If 'WaveConnectId__c' does not exist, create a new field by clicking 'New' under '-Fields & Relationships-.'
Select 'Text' for 'Choose the field type' and press 'Next.'
Enter the following details for 'Enter the details' then press 'Next.'
Confirm 'Standard User' is checked under 'Established field-level security' and press 'Next.'
Under 'Add to page layouts,' select all layouts you wish to add this field to then press 'Save.'
If 'Wave Connect External Id' already exists under 'Fields & Relationships,' click its name to navigate to its properties then press 'Set Field-Level Security.'
Confirm 'Standard User' is checked under 'Field-level security for profile.' Press 'Save.'
One connection for the whole team
The Salesforce connection is not set up per user: an admin connects Salesforce once and it applies to all users in the organization. If you want each captured lead credited to the rep who collected it, lead owners can be matched by the rep's email address, so every rep gets attribution for the contacts they collect.