When configuring Qualified Signals, integrate Signals data with your organization's Salesforce instance. To quickly pull Signals into Salesforce, we offer an unmanaged package: a collection of custom fields added to the Account object, reports, and dashboard components to showcase Signals data for your organization.
How to Install
First, reach out to your Qualified Success Architect for the password. Similar to other Salesforce packages, here’s how to then install it:
- Go to the Signals package’s installation page.
- Enter your username and password for your Salesforce organization and click Log In. The installation page will appear.
- Enter the password provided by your Qualified Success Architect.
- Select Rename conflicting components in package.
- Select Install for All Users, which specifies the following settings on all internal custom profiles.
- Object permissions— Read, Create, Edit, and Delete enabled
- Field-level security—set to visible and editable for all fields
- Apex classes—enabled
- Visualforce pages—enabled
- App settings—enabled
- Tab settings—enabled
- Page layout settings—enabled
- Record Type settings—copied from admin profile
- Click Install.
- Click Done.
- Log in to your Qualified admin account and click Update Fields.
If you want to test the package first, open the same Signals unmanaged package page and log in to your sandbox account, rather than your production one.
Included Components
The Qualified Signals unmanaged package includes fields added to the Account object, reports, and a dashboard.
Fields added to the Account object
- Qualified Signals Engagement Intent
- Qualified Signals Engagement Score
- Qualified Signals Engagement Trend
- Qualified Signals Research Intent
- Qualified Signals Research Score
- Qualified Signals Visitor Count
- Qualified Signals Session Count
- Qualified Signals Active Session Time
- Qualified Signals Meetings Booked Count
- Qualified Signals Rep Conversation Count
- Qualified Signals Bot Conversation Count
- Days Since Last Activity_Qualified
Reports
- Signals Scores with Accounts
- Engagement On Fire Accounts by Rep
- Engagement Hot Accounts by Rep
- Engagement Warm Accounts by Rep
- Hot Research Accounts by Rep
- Warm Research Accounts by Rep
Dashboard
- Signals Sales Prioritization Dashboard
Customize Your Salesforce Reports and Dashboards
As you analyze the included reports and dashboard or build your own, make modifications within Salesforce to suit your team’s unique needs. For example, create a new filter to exclude existing customers or only view target accounts. Alternatively, use the Signals Sales Prioritization Dashboard’s global filter for Account Owner.
Review our Signals plays to learn more about how you can leverage Qualified Signals data in Salesforce to grow pipeline.
Troubleshooting
Why are my fields empty in Salesforce?
If all of the fields are blank, log in to your Qualified admin account and click Update Fields after installing the unmanaged package.
If the only blank fields are Qualified Signals Research Intent and Qualified Signals Research Score, your plan may not include Research Intent. Any installed package reports referencing Research Intent, like Hot Research Accounts by Rep, and the Research Intent tiles on the Signals Sales Prioritization Dashboard will also not display any data. You can delete those tiles from your dashboard for a more streamlined appearance.
DeleteWhy does my installed package not include all of the components listed here?
If you downloaded our Signals unmanaged package before December 2022, you may have slightly different components that do not include Research Intent.
To bring Research Intent data into Salesforce, create two additional fields: Qualified Signals Research Intent (data type: text) and Qualified Signals Research Score (data type: number). You can then build Salesforce reports and dashboards that include your accounts’ Signals Research Intent without losing existing data.
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