Learn how to use Salesforce lead data to personalize Turtl Docs.

Data Sources are used to pull data from external systems into personalization forms and push these personalizations back into the CRM (learn more about data sources here). This article will explain how to configure your Salesforce integration to automate personalizations in three steps:

  1. Integration configuration

  2. Turtl Doc configuration

  3. Salesforce Flow configuration

1. Integration configuration

1a. In Turtl navigate to your Salesforce integration and turn on automation by selecting Setup for Automation.

Once you click the button you will see the below message, which means automation is successfully set up.

1b. Next navigate to your Salesforce instance and open the Object manager. Here you should see the object Turtl Personalized Doc in order to verify the configuration.

1c. Grant access to the lead__c field.

The ‘lead__c’ field on the Turtl Personalized Doc object is a Lookup type, which creates a relationship between a Turtl Personalized Doc object and a Lead object. This field enables us to navigate from Turtl Personalized Doc object to the Lead object and vice-versa with one simple click. The relationship between the Lead object and the Turtl Personalized Doc object is created by the Turtl API at the point of Doc creation, but some access/permissions must be granted first.

To grant access you will need to:

  • Open the Turtl Personalized Doc object in Object Manager

  • Go under Fields & Relationships menu

  • Select the Lead field

  • Click the View Field Accessibility button

  • Select Lead in the dropdown

  • Click on Hidden next to the profile which is used for SF integration in Turtl (System Administrator in most cases)

  • Check the Visible checkbox and click on Save button to save changes

Next, you will need to make the lead field visible in Salesforce as it is hidden by default. To do this:

  • Open the Turtl Personalized Doc object in Object Manager

  • Go under Page Layouts menu

  • Click on the Turtl Personalized Doc Layout

  • Pick the Lead field from the Fields menu and drag & drop it below in the Turtl Personalized Doc Detail section

  • Save the changes

1d. Grant access to the Turtl_Personalized_Doc__c field

In the previous step, we made the Lookup Relationship field visible on the Turtl Personalized Doc object. Now we need to make the field visible on the other end - the Lead object.

To do this follow these steps:

  • Open the Lead object in Object Manager

  • Go under Fields & Relationships menu

  • Select the Turtl Personalized doc field

  • Click the View Field Accessibility button

  • Select Turtl Personalized doc in the dropdown

  • Click on Hidden next to the profile which is used for SF integration in Turtl (System Administrator in most cases)

  • Check the Visible checkbox and click on the Save button to save changes

Lastly, you will need to make this field visible:

  • Open the Lead object in Object Manager

  • Go under Page Layouts menu

  • Click on the Lead Layout

  • Pick the Turtl Personalized Doc field from the Fields menu and drag & drop it below in the Lead Information section

  • Save the changes

2. Turtl Doc configuration

Now it's time to set up your Turtl Doc for personalization automation. To do this you will first need to create a personalization form. Please follow the support articles here for more information on this.

In this example, I will create a form field for a lead’s First name, Last name, and Email. Within each form field add the following expression to the Prefill value:

$: datasources.crm.salesforce.getProperty('FirstName')

Note: the value FirstName will need to be changed depending on what data you want to extract from Salesforce. For example, the expression in the Last name field will look like the following:

$: datasources.crm.salesforce.getProperty('LastName')

And the expression for the Email field will be entered as:

$: datasources.crm.salesforce.getProperty('Email')

When you have finished your doc, save your work and publish!

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