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)

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