Purpose-built for Salesforce, the Qualified Pipeline Cloud requires an org-level connection to your Salesforce instance. This applies to Qualified Conversations and Qualified Signals.
In this article, learn the difference between an org-level and a personal-level Salesforce connection, the permission sets required for a successful connection, and how to connect Qualified with Salesforce.
Create Your Integration User in Salesforce
Pick Your Salesforce Integration User Strategy
You need to connect an org-level Salesforce user to Qualified, which is the primary connection for Salesforce API calls and syncing data between Qualified and Salesforce. All pushes from Qualified to Salesforce are made using your Qualified org-level user account. The type of Salesforce user linked to Qualified impacts how records, like Leads, are associated with your sales reps’ own personal-level Salesforce accounts.
We strongly recommend creating a dedicated, Qualified-only Integration User with a fine-grained permission set. This enables more robust reporting because it ensures all record changes by Qualified are properly attributed to Qualified.
You may prefer to connect a Shared Integration User or use an existing Individual User. Here’s more about each:
| Setup | Pros | Cons |
|---|---|---|
| Dedicated, Qualified-only Integration User | This is best practice and our recommended option. The user is granted precise permissions and all updates made within Salesforce are clearly attributable to Qualified. | This requires the purchase or use of a dedicated Salesforce User license, which may require time to set up at your company. |
| Shared Integration User with other connected apps | This might be a better choice, because you may already use an Integration User with other connected apps. You don’t need to provision a new user. | Qualified must share the permissions and limits of the Shared Integration User. If this user’s access is shut down, all connected apps will be impacted. |
| Existing Individual User with system admin permissions | This is typically the fastest and most affordable option because you use an Individual User that already exists in your Salesforce. There’s no need to create anything new. | Qualified is given full system access and edits made within Salesforce are be attributed to the Individual User. If the user leaves the company, the connection will break. |
Create Salesforce Integration User
When you’re ready, create the Salesforce user account for your Qualified integration. We recommend assigning the System Administrator profile or an Integration User License.
Connect Your Salesforce Integration User to Qualified
To connect your Salesforce and Qualified accounts:
- Log in to your Qualified admin account.
- Click the Settings icon.
- From the left panel and under Salesforce, click Connection.
- Click Connect to Salesforce, under Org-level account.
- Enter the login details of your org-level Salesforce integration account.
- Click Log In and follow the verification prompts.
If you have trouble connecting, you may need to allow our IP addresses. Ask your Salesforce admin to allow these static IP addresses:
- 54.146.128.100
- 54.242.0.135
- 3.216.228.169
- 18.215.3.11
Your sales reps will also connect their personal-level Salesforce accounts after the org-level Salesforce connection is complete. Reps using Qualified do not need specific object permissions in Salesforce. This ensures records, like Leads and Contacts, are correctly assigned and attributed to the sales rep that interacted with a visitor using Qualified.
Grant Your Integration User Permissions in Salesforce
If you decide to assign the integration user a custom profile, rather than the System Administrator profile, you need to manually update the Salesforce permissions.
Qualified Conversations
There are several object permissions to grant the new Integration User. From User Detail in Salesforce, check Marketing User and click the Profile name to customize it further. Assign these permissions:
| Object | Read | Create |
Edit |
|---|---|---|---|
| Accounts | X | ||
| Campaigns | X | X | |
| Contacts | X | X | |
| Leads | X | X | X |
| Opportunities | X |
Next, edit these additional permissions:
- Check Access Activities.
- Check Edit Events.
- Check API Enabled.
- Within Field-Level Security, verify that the Campaigns object’s Active field checks Read Access.
- Verify that View and Edit Converted Leads is unchecked.
If you're on the Enterprise plan using our Related Object Filtering, you will need Read permissions to all of the related objects and fields you want Qualified to be able to filter by. This feature expands capability to allow all related objects and available fields to be used as filters for routing and to serve more specific experience to your visitors.
Qualified Signals
For Qualified Signals, assign all of the permissions above and add Create and Edit access to Accounts. If you already implemented Qualified Conversations and are now expanding to Qualified Signals, update the same Integration User’s permissions to add Create and Edit access on Accounts.
Sync in Qualified When Salesforce Field Values Change
If you change a Lead, Contact, Account, or Opportunity field value, sync the fields in Qualified. This is required so that Qualified recognizes your Salesforce updates. If you don’t do this, Qualified may not see the most up-to-date field values.
To sync your Salesforce fields:
- Log in to your Qualified admin account.
- Click the Settings icon.
- From the left panel and under Salesforce, click Connection.
- Click Update Fields.
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