How to configure Salesforce integration for ReachSuite

STEP 1: Configure ReachSuite <> Salesforce.com integration

1. Go to Integrations in left hand panel in your ReachSuite Portal
2. Click Connect on Salesforce.com card and login

STEP 2: The following fields need to be set up in SFDC before we connect the integration.

You must first create a custom object.

Create Custom object:

• Custom Object Name: ReachSuite Event
• API Name: reachsuite

This object needs to have the following Attributes:

1. Contact
   • Label: Contact
   • Field name: Contact__c
   • Data type: Relationship Lookup (Contact)
2. Created
   • Label: Created
   • Field name: Created__c
   • Data type: Date/Time
      
3. Experience Name
   • • Label: Experience_Name
     • Field name: Experience_Name__c
     • Data type: Text Area (255 characters)
4. Invited Email
   • • Label: Invited Email
     • Field name: InvitedEmail__c
     • Data type: Text Area (255 characters)
5. Bounces
   • • Label: Bounces
     • Field name: Bounce__c
     • Data type: Text Area (255 characters)
6. Conversion
   • • Label: Conversion
     • Field name: Conversion__c
     • Data type: Text Area (255 characters
7. Created By
   • • Label: Created By
     • Field name: CreatedById
     • Data type: Relationship Lookup (User)
8. Form email
   • • Label: Form Email
     • Field name: Form_Email__c
     • Data type: Text Area (255 characters)
9. Last modified by id
   • • Label: Last Modified By
     • Field name: LastModifiedById
     • Data type: Relationship Lookup (User)
10. Owner is
    • • Label: Owner
      • Field name: OwnerId
      • Data type: Relationship Lookup (User,Group)
11. Seconds on widget
    • • Label: Seconds on Widget
      • Field name: Seconds_on_Widget__c
      • Data type: Number(18, 0)
12. Name
    • • Label: Name
      • Field name: Name
      • Data type: Text Area (80 characters)
13. W_Bounce
    • • Label:W_Bounce
      • Field name:W_Bounce__c
      • Data type: Text Area (255 characters)
14. W_Conversion
    • • Label: W_Conversion
      • Field name: W_Conversion__c
      • Data type: Text Area (255 characters)
15. Segmentation
    • • Label: segmentation
      • Field name: segmentation__c
      • Data type: Long Text Area(32768)
16. Question
    • • Label:question
      • Fiel name: question__c
      • Data type: Long Text Area(32768)
         

The object and attributes need to  match the above details with the exception of the Label. The Label can be configured to the user’s preference