1. Create the fields in Salesforce (pre-requisite)

Before configuring this at Reachdesk, you need to create the fields in Salesforce where you want to spend to sync to. Contact your Salesforce admin to help you create custom fields. Follow the instructions below or you can see this video for creating the fields in Salesforce. 

In Salesforce, go to Setup > Object Manager and find the related field:

• Campaign Member
• Contact
• Lead

Go to Fields & Relationships and click new

Create a Currency field

Click next and fill out the field 

 Click next and here you select the visibility for the different SF users 

Check your fields and hit Save

2. Enable and configure syncing cost to Salesforce at Reachdesk

•  As a Reachdesk admin, go to Account > Integrations > Find Salesforce and click on "Advanced Options"
• Enable "Sync campaign cost" 
• Choose a currency of the gift spend that you want to sync to Salesforce. This should be the currency you use in Salesforce.
  • Note that we lock this when you click "Sync cost" so please make sure this is correct.
• Add the API names of the fields that you want to sync the cost to in Salesforce (see example below)
• Click "Sync cost"

3. View total spend in Salesforce

Once you have configured your settings, go to your Salesforce account and search for the contact, lead or campaign member to view the total spend there. The following are just examples, but this can look different depending on how your pages are setup in Salesforce.

FAQs

How do we map the gift recipient in Reachdesk with the contact, lead or campaign member in Salesforce?

• For Salesforce contacts and leads:
  • We will check whether the gift recipient in Reachdesk has a Salesforce Id. This means the sender searched for the contact in the recipient step when sending the gift, or the gift was sent through a triggered campaign.
  • If we cannot find a Salesforce Id that matches, we will look for the email.
• For Salesforce campaign members,
  • The campaign in Reachdesk must be related to a Salesforce campaign. Please go to the campaign page, scroll down to "Sync gift activity" to choose a Salesforce campaign.

• • If the gift recipient has a Salesforce Id, meaning the sender searched for the contact in the recipient step when sending the gift, or the gift was sent through a triggered campaign, and this matches the lead or contact related to the campaign member in Salesforce, we will sync the gift spend for that recipient to the campaign member. 
  • If we cannot find a Salesforce Id that matches, we will look for the email.

If the gift recipient has the same email domain as the sender, we will consider this recipient as an internal employee and we will not include their spend in what we sync to Salesforce. 

When is the gift spend synced to a Salesforce contact, lead or campaign member?

This gift spend is synced on a daily basis at 3:15am UTC. If you want to sync this earlier, please contact our support team. 

What gifts are included in the gift spend synced to a Salesforce contact, lead or campaign member?

We will consider the cost of gifts that have the following statuses:

eGifts:

• Sent
• Opened
• Clicked
• Claimed

Bundle and marketplace gifts:

• Sent
• Shipped
• Attention
• Delivered
• Returned
• Tracking Expired
• Donated

What currency should I use when syncing?

Ensure you use the currency used in your Salesforce account. We will only convert to this currency. For e.g. if you select USD, when we calculate total spend, we will convert this to USD and sync this amount to the field in Salesforce.

What if I need to update the currency? 

Please contact the support team so we can update this value.

What if the cost is not syncing correctly? 

Please contact the support team so we can investigate the issue.