Using Salesforce With Clients

A XenDirect Client can be either a Salesforce Lead or a Salesforce Contact, but cannot be both. Following are the steps to view, send, and pull client data to/from Salesforce.

How To Tag an Existing XenDirect Client With an Existing Salesforce Lead/Contact

Go to Main Menu »» Clients »» Client Info.
Search and edit the desired Client record.
Go to the Other tab.
Add the Salesforce ID and Salesforce Type values. These should match exactly as they are in Salesforce.
Save the Client record

How To Send an Existing XenDirect Client Into a New Salesforce Lead/Contact

To send a Client to Salesforce, the Client must be attached to a Company. This allows the Contact/Lead to be attached to a Salesforce account. If the Company does not exist in Salesforce, it will be added as an account.

Go to Main Menu »» Clients »» Client Info.
Search and view the desired Client record.
Go to the Salesforce tab.
Click the Salesforce Send button in the upper right corner of the Salesforce tab.
From the popup, select if the Client being sent to Salesforce will be a Lead or a Contact.
Click Send.
If there appears to be one or more records in Salesforce that matches the Client, a list of the possible matches will display. Select from the list or select to add as a new record.
If there is no match in Salesforce, the Client will be added.

How To Import an Existing Salesforce Lead/Contact Into a New XenDirect Client

Go to Main Menu »» Clients »» Client Info.
Click the SF Import button in the blue toolbar.
Enter the search parameters for First and Last Name. Both fields use an "anywhere" string search. If "Jo" was used as a first name search, the results would include "Joe", "Joseph", "MaryJo" and "Joan".
Click the Search button.
Select one choice from the search results to import or Close to cancel.

How To Navigate To a Salesforce Lead/Contact From a New XenDirect Client

Go to Main Menu »» Clients »» Client Info.
Search and view the desired Client record.
Go to the Salesforce tab.
Click the Salesforce View button in the upper right corner of the Salesforce tab.
You will be redirected to Salesforce in a new window.