About this Integration

• The Ambassador App for Salesforce does the following:

• Adds ambassadors as contacts OR custom objects

• Syncs ambassador, commission & group data

• Automatically creates commission workflows via SF leads & opportunities

Installing the Application

Installation 1. Find us in the AppExchange

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q6PXEAY

2. Click continue & approve 3rd Party Access.

Installation 3. Navigate to the

Ambassador App (top right nav)

4. You’ll land on the “Setup” tab. Login* to begin. *requires an Ambassador account

5. Click OK, to get redirected.

Installation

6. Click “Allow” after reading the Ambassador permissons

7. Allow the app permissions& login to your Ambassador account to connect to Salesforce.

Installation

8. Configure your custom Salesforce details.

Setup: Ambassador Creation (Step 1)

Import Ambassadors as…

1. Contacts;

2. “Ambassador” Custom Object

(Choose one)

Ambassadors as ‘Contacts’1. If you wish to have your

“Ambassadors” exist as contact records in SF:

2. Edit Layout

3. Add Fields - Create as Ambassador - Ambassador Custom Label #1- Ambassador Custom Label #2- Ambassador Custom Label #3- Ambassador ID - Ambassador Referral Memorable - Referring short code - Referring contact

4. Add Buttons

Ambassadors as ‘Contacts’ (cont.)

5. When creating a contact in SF, click “Create Ambassador” to create them.

6. *The email address is required.

7. Within a minute or two, they’ll be in the Ambassador list!

Ambassadors as ‘Contacts’ (cont.)

8. If the contact exists, it will not duplicate the record.

9. It will match the email address, and update the record accordingly.

As “Ambassador” Custom Object

• Ambassador IDMemorable URLCustom LabelsReferred By

Included Detail Fields

Included Info Boxes

• ReferralsCommissionsGroupsLeads

As “Ambassador” Custom Object (cont.)

1. Content updated in Salesforce syncs in Ambassador.

2. Referrals, commissions and group changes update automatically.

3. If Ambassador exists as a contact, it will link to that record.

4. Referrals, commissions and group changes update automatically.

As “Ambassador” Custom Obj. (cont.)

Setup: Lead Field Mapping (Step 2)

Leads Record Mapping1. If passing leads into

Salesforce, you can map fields from Ambassador (left) to SF.

2. “Event Data” is specific to the event (ex: time) while the “Custom Label” is specific to the lead (ex: industry)

Setup: Automated Campaign Options (Step 3)

Campaign Setup

1. Go to the setup configuration and click on “Click here”

2. Choose the campaign* (from Ambassador) to sync, click it. *campaign must be created in Ambassador first

Campaign Setup3. You’ll see the Ambassador

campaign name and campaign ID

4. Choose to create commissions for: - lead creation - lead conversion- negative opportunity stage- positive opportunity stage

5. Connect Ambassador campaigns to SF campaigns

Setup: Web-to-Lead Tracker (Step 4)

Adding the Web-to-Lead Tracker1. Copy the Web-to-Lead

tracking code and paste it on the page with your existing web-to-lead form.

2. Use your own form ID*.

3. Our snippet will do the rest!*You must find the form ID and paste it in the tracker snippet (highlighted in red)

For use with other Lead forms1. If using Eloqua, Marketo,

Hubspot, etc:

2. Grab the “short_code” from the referrer (using a hidden form field); and

3. Pass it into Salesforce “Lead.Ambassador__Short_Code__c” field via that systems connector.

Setup: Ambassador Import (Step 5)

Ambassador Import1. Once you click “Initial

Ambassador Import” your ambassadors will be added to Salesforce using rules set in (1).

2. This will keep Ambassadors in sync.

3. You only do this once.snippet (highlighted in red)

Best Practices

• Be sure to test before launching!

• Walk through and test the program from your customer’s perspective. Understand how they view the form and provide relevant directions.

• Contact us to walk through your integration with you.

Step 4: Gotchas!

Gotchas!

• You must have the Salesforce Enterprise Edition to use this package.

• Be sure that the form ID is correctly placed in the Web-to-Lead tracker code.

• Email salesforce@getambassador.com with questions!