Salesforce – SOAP XML

Leverly – Salesforce Integration

Leverly is a highly flexible automated system. It can be integrated with any CRM system that can send a real-time HTTP GET or POST to Leverly servers. To integrate Salesforce CRM, the following steps must be taken:

1. You must have the Enterprise Level license. The Enterprise level comes with a feature called workflow rules which is the component that allows for posting real-time information to third parties. If you do not have the Enterprise Level license and do not want to upgrade, you also have the option of buying this feature a la carte. Please contact your Salesforce rep for more information.
2. Create a Custom Field. You will need to create a custom field for your Leverly unique account ID. This account ID field will be passed to Leverly with every lead.
3. Create a Workflow Rule. This rule will trigger an outbound SOAP XML message to our servers when certain criteria are met. For example, when a new unique lead is added to Salesforce, the workflow rule will trigger the outbound message to Leverly.
   

Creating a custom field and setting up a workflow rule is simple. Here are step-by-step instructions. Please send these instructions to your IT team.

Adding a new custom field

1. Navigate to the Lead Fields page
   
   Setup > App Setup > Customize > Leads > Fields
   
   You should see two sections:
   1. Lead Standard Fields
   2. Lead Custom Fields & Relationships
   
2. Click New on Lead Custom Fields & Relationships
   
   Step 1. Choose the field type
   Select Data Type > Formula
   Click Next
   
   Step 2. Choose the output type
   Field Label: LeverlyAccountID
   Field Name: LeverlyAccountID
   Formula Return Type: Text
   
   Step 3. Enter formula
   <your Leverly AccountId in double-quotes Eg. “GEN_NNNN”>
   Click Next
   
   Step 4. Establish field-level security
   Click Next
   
   Step 5. Add to page layouts
   Click Save

The new customized field should be displayed as:
LeverlyAccountID__c Formula (Text)