Setting Up Contact Tracking in Salesforce (Versions Before v1.62)

Please Note: As of December 21, 2023, we updated Contact Tracking in the Salesforce App to v1.62. If you are using an older version, you should upgrade to v1.62 at your earliest convenience for the best possible Contact Tracking experience. Once you have upgraded, you should refer to the Setting Up Contact Tracking in Salesforce (v1.62 and Later) article for setup instructions. 

With a native Salesforce App, you can set up a workflow to track job changes of key contacts in easy steps as outlined below. Before you begin, make sure you have enabled the Salesforce integration in your LeadIQ web app account. Doing so will ensure that the duplicate detection feature is enabled. 

Step 1: Tell us what contacts you’d like to track

Create a Salesforce Dynamic Report with the following columns:

• First Name - Usually Contact.FirstName or Lead.FirstName
• Last Name - Usually Contact.LastName or Lead.LastName
• Company Name - Contact.Account
• Company Domain
• Title
• Email (optional)
• LinkedIn URL (optional)

Configure the report under custom settings

Fetch the dynamic report’s unique name. You can find the Report’s unique name as follows:

• Click the “Edit” button on your report.
• Click the arrow button near the “Save” button.

• Click the “Properties” button.

Input the report name into the custom settings:

• Go to “Setup”.
• Search for “Custom Settings” in the Quick Find Box and select “Custom Settings”
• Select the "IQ Contact Tracking Report Settings" from the list of custom settings
• Click the “Manage” button.
• Click the “New” button.
• Enter followings fields
  • “Name” => Report name
  • “IQ Report Unique Name” => Report unique name (copied from 2.a.iii)

• Click the “Save” button.

Verify/Edit the report field mappings:

• Go to “Setup”.
• Search “Custom Settings” in the Quick Find Box and select “Custom Settings”.
• Select the "IQ Contact Tracking Field Settings" on the list of the custom settings.
• Click the “Manage” button.
• View the default field mappings. If you find that a field mapping needs to be changed, edit the existing entry.

Step 2: Configure the job

• Go to “Setup”.
• Search “Custom Settings” in the Quick Find Box and select “Custom Settings”.
• Select the "IQ General Settings" on the list of the custom  settings. This custom setting is used to store contact tracking process running date
• Click the “Manage” button.
• Click the “Edit” button.
• Enter the date on which you want to trigger the Contact Tracking job under "IQ Contact Tracking Start Date". The job will run on the same date every month.

• Important: After Step 2, “Log out” of the Refresh App and “Log In” once again to complete the configuration.

 

Step 3: Wait for LeadIQ to process the job changes of Contacts

• LeadIQ will fetch the dynamic report every month and process the list of contacts to find job changes
• The results, once available, are made available within Salesforce via LeadIQ’s custom object for Job Changes
• View results on Custom Object: “IQ Contact Tracking”’

• Click the 9-dot icon at top left corner and search for "IQ Contact Tracking" and select the same
• You will be able to see the list of records in Custom Object.

Step 4: Create a process builder/lightning flow to define your business logic

• LeadIQ ships a default flow along with the package, which is deactivated by default.
  • This is available from version 1.46
• In addition to the custom object that holds the job changes that are detected, LeadIQ also creates additional custom fields under Lead and Contact objects.
• These fields are primarily used in the default flow for mapping values from the custom object to the fields under Lead/Contact.

If you have any questions about Contact Tracking, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.