Do you plan to post lead data to your Salesforce.com account? No problem! You can easily accomplish this with an immediate http post from LiveBall to Salesforce.com.

Before We Begin, You Will Need:

• A business or enterprise level account
• “Web to Lead” HTML code

• *Note: Your “web to lead” html code is generated by Salesforce.com. It includes all the data fields you manage in Salesforce, required “hidden” fields and your “post” URL. 
• In your Salesforce console, click Setup in the top panel.  You’ll find the interface in APP Setup > Leads > Web to Lead.  

Let’s Get Started!

To set up a form post to Salesforce.com, you simply need to follow the normal post to web form instructions (found here http://tinyurl.com/5rkorqd) with a few Salesforce-specific adjustments.

1. Under Integration > Data Collection, add new data fields for your custom and hidden data. 
• *Note: “oid” and “retURL” fields are included in your Web-to-Lead code and you will need to set up a LiveBall data field for each.
2. In your export format, under Integration > Data Exports, make sure the “form field” label matches the SFDC field name in the Web-to-Lead code.
• *Note: For the “oid” and “retURL”, use the value from the Web-to-Lead code as the default values in your export format.
3. Add an export in LiveBall and select your SFDC export format from the drop-down menu.  Enter the “post” URL found in your Web-to-Lead code.
4. Optionally input your email address in the “peek at post” fields to receive a response from the SFDC server when testing prior to launch.
5. You can either export immediately when a LiveBall form is submitted or schedule a batch delivery. Most LiveBall customers have the lead export immediately. We recommend setting up a scheduled batch delivery as a back-up to “sweep-up” leads that are qualified to export but fail to do so because of an issue with the web form or scheduled SFDC maintenance. 
• To immediately export leads after a form is submitted (best practice):
1. Navigate to the creative(s) and into the form page
2. Click the form element on the page
3. Click “+advanced rules” to open the advanced rules editor
4. Set Conditions to “no conditions required”, unless the export should only trigger if a specific condition is met
5. Set Actions to “Export Immediately” and select the associated Salesforce form post export in the drop-down to the right.
6. Save
7. Repeat these steps on all LiveBall form pages in which leads need to post to SFDC
• To schedule a batch or back-up form post to Salesforce:
1. Use the calendar icon to the left of your export to pick a day (or several days) and click save
2. Enter your email address using the envelope icon and click save. 
3. Navigate to the “campaign management” screen of each campaign that should be included in the scheduled export. Under “Campaign Resources” click on “Scheduled Exports” and check off the Salesforce export.
4. Your lead data will now post to Salesforce at these scheduled times and you will receive an email notification as well.
6. To test your export you’ll need to open a traffic source for a creative that posts to Salesforce and submit a lead via the live URL. You’ll also want to set yourself up to receive a “peek at post” email to see the response from the Salesforce server.
1. First, navigate to Integration > Data Exports and click the pencil icon beside the export title. Enter your email address in the “peek at post” field to receive a response from the Salesforce server. This can help you identify any errors in the export format.
2. To keep test data separate from real results, copy a creative into a test/sandbox portfolio and campaign. Open a traffic source in your test campaign. Visit the support post found here (http://tinyurl.com/65p8cjj) for instructions on opening a traffic source.
3. Copy your test URL from the traffic source management screen. Be sure to clear your cookies before submitting each test lead. Upon form submission, your lead will post to SFDC an you’ll receive a “peek” email from LiveBall.