Veelo’s Salesforce integration uses two standard Salesforce fields, Sales Stage and Industry, to help drive relevance for content recommendations. However, you can customize relevance using any field in Salesforce, as long they are pick lists, check boxes, multi-select picklists or formula fields with discrete values. As your users add or edit the data in the custom fields, the system will automatically recommend the content you’ve tagged correspondingly, making relevant content easier to find.
Before you proceed with this guide, please ensure that you have:
- Uploaded or created the necessary content
- Tagged your content with tags that correspond to the custom Salesforce fields
- Installed and Configured the Veelo app in Salesforce
- Synced Veelo data with Salesforce
You will need administrative access in both Veelo and Salesforce in order to complete these steps.
- Decide on which fields you want to use as a custom relevance driver, then note the full API Names for those fields (including __c) by going to Setup > App Setup > Customize > [Opportunities/Accounts/Contacts/Leads] > Fields. Email this information to firstname.lastname@example.org, and note which Veelo tag categories you would like these Salesforce fields to match with, as well as the type of field it is. Veelo currently supports:
- Multi-select picklists
- Checkboxes: The tags that will work for checkbox fields are “true” and false” (note: all lowercase important), corresponding to checked and unchecked.
- Formula fields: The formula field needs to have discrete values, much like a picklist. You’ll need to get the values from the formula itself and match tags exactly. Other than that, you can treat them as you would picklists.
- Next, click the + tab on the top navigation bar and click on Veelo Included Fields.
- For each of the custom fields, click the New button.
- Select the Core Object for the custom field (Account, Contact, Lead, or Opportunity).
- In Included Field, enter the API Name of the custom field.
- The Included Object will be identical to the Core Object if the Included Field resides on the Core Object. However, when you want to pull data from an Included Field that’s not on the Core Object, you will need to enter the name of that object instead (Account, Contact, Lead, or Opportunity).
For example: If you want to use a custom field on Accounts to drive relevance in Opportunities, you would enter Opportunity as the Core Object and Account as the Included Object.
- If the Core Object and Included Object are the same (which will be the majority of the time), you can leave Relationship Field blank.
However, if they differ, you will need to add the field that connects the Core Object with the Included Object, which will vary based on the Salesforce objects. Please contact email@example.com for more details.
- Click Save if you’re done, or Save and New to create another Veelo Included Field.
NOTE: Do not create Veelo Included Fields for the following standard fields in the following objects, since they are included by default by the integration:
- Account: Name, Industry, NumberOfEmployees, AnnualRevenue, Type, BillingCountry, BillingState
- Lead: ConvertedAccountId, AnnualRevenue, Email, Industry, Title, NumberOfEmployees, Rating, Status
- Contact: Name, Email, Title, AccountId
- Opportunity: Name, StageName, AccountId, Type
- Once you have completed the above procedures, contact firstname.lastname@example.org for testing and additional configuration.