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Sue

By Sue
in General ED Issues / Gossip

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Sue

Sue

Posted
Posted

Anyone else in SE22 received a letter this morning from "The Streetlife Team" inviting them to "join the online community for Nunhead"??


They say "It's handy for sharing practical information like crime alerts, lost pets and community events, and for exchanging skills, belongings and recommendations with locals."


Do they not actually know where Nunhead is?


Have they not actually checked what "online communities" aka forums exist already?


Duh.

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https://www.eastdulwichforum.co.uk/topic/60294-streetlife/
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simn

simn

Posted
Posted

A little more delving and this comes up...


Quote:


Salesforce Integration: Turn new users into leads

← Integrations

If a user sends in a ticket and you push it to Salesforce with our Service Hook integration, we will automatically connect it with the Salesforce contact.


But what if it's a new user who isn't a contact in Salesforce yet? You can set it up so new users become "Leads" (which you can later turn into contacts).


We'll walk you through how to set it up and get it working in Salesforce and UserVoice.


(Note: You must set up our Salesforce integration, outlined here, first)

Setting it up in Salesforce


Log into Salesforce.

Click on your Username in the header and choose "Setup."

Click "Customize" -> "Cases" -> "Fields."

Scroll down to Case Custom Fields and Relationships and click "New."




Step 1: Select "Lookup Relationship" and click "Next."





Step 2: Choose "Related to Lead," and click "Next"





Step 3, 4 and 5: It will auto-fill the fields. That's fine. They don't need to be customized. Just click "Next" for each of these steps.


Note: You will need to fill in the "Field name", this is not autofilled and is required


Step 6: Choose "Save."


Once that's done, go back to your "Case Fields," and you'll see an "API Name" listed for your new "Custom Field and Relationship."





Setting it up in UserVoice:


Log into UserVoice, click "Settings" in the Admin Header and click on "Integrations."

Click "Service Hooks," and edit your existing Salesforce hook.

You'll see "The API Name of a Case -> Lead Relationship field." Paste in the API Name you just got and save.


Now if a new user (who is not a contact in Salesforce) sends in a ticket, they will become a lead in Salesforce.

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Sue

Sue

Posted
  • Author
Posted

KidKruger Wrote:

-------------------------------------------------------

> Sue: I particularly like the fact that it's

> addressed to "The lovely person who lives at

> ......"

>

> Oh, I had something said that on it.

> Straight into recycling.

> Waste of paper.



I'm so sad I open my junk mail, just in case - unless it's clearly from Virgin or an estate agent :))

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https://www.eastdulwichforum.co.uk/topic/60294-streetlife/#findComment-852740
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Callie

Callie

Posted
Posted

simn Wrote:

-------------------------------------------------------

> A little more delving and this comes up...

>

> Quote:

>

> Salesforce Integration: Turn new users into leads

> ← Integrations

> If a user sends in a ticket and you push it to

> Salesforce with our Service Hook integration, we

> will automatically connect it with the Salesforce

> contact.

>

> But what if it's a new user who isn't a contact in

> Salesforce yet? You can set it up so new users

> become "Leads" (which you can later turn into

> contacts).

>

> We'll walk you through how to set it up and get it

> working in Salesforce and UserVoice.

>

> (Note: You must set up our Salesforce integration,

> outlined here, first)

> Setting it up in Salesforce

>

> Log into Salesforce.

> Click on your Username in the header and

> choose "Setup."

> Click "Customize" -> "Cases" -> "Fields."

> Scroll down to Case Custom Fields and

> Relationships and click "New."

>

>

>

> Step 1: Select "Lookup Relationship" and click

> "Next."

>

>

>

>

> Step 2: Choose "Related to Lead," and click

> "Next"

>

>

>

>

> Step 3, 4 and 5: It will auto-fill the fields.

> That's fine. They don't need to be customized.

> Just click "Next" for each of these steps.

>

> Note: You will need to fill in the "Field name",

> this is not autofilled and is required

>

> Step 6: Choose "Save."

>

> Once that's done, go back to your "Case Fields,"

> and you'll see an "API Name" listed for your new

> "Custom Field and Relationship."

>

>

>

>

> Setting it up in UserVoice:

>

> Log into UserVoice, click "Settings" in the

> Admin Header and click on "Integrations."

> Click "Service Hooks," and edit your existing

> Salesforce hook.

> You'll see "The API Name of a Case -> Lead

> Relationship field." Paste in the API Name you

> just got and save.

>

> Now if a new user (who is not a contact in

> Salesforce) sends in a ticket, they will become a

> lead in Salesforce.


you've totally lost me I'm afraid lol

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simn

simn

Posted
Posted

I'm a developer - OK, I checked out the uservoice website - this is one part of their offer to web developers building up a detailed profile of a large number of users for commercial marketing - so where is your data being sent, how much info about you are they asking for?


you remember when facebook was simply for linking up with friends?



that's what I love about edf - this site is local!

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