What is it?

The Salesforce Lead Conversion Integrations widget provides a portal into your Salesforce environment which shows a displaying the number of leads that have been converted into opportunities.

Features and functionality

The Salesforce integration widgets provide many of the features available in the Salesforce web interface:

View a tally of leads

You can view the total number of leads from your selected sources.

View by Line or Bar Graph

You can select whether to view the information in a line graph or bar graph format.

Select Lead Sources

A dropdown is available to toggle which lead sources to include in the graph

View cumulative or non-cumulative views

You can switch between viewing the graphs in cumulative and non-cumulative views.

Set Targets

If your Salesforce account has administrator privileges, you can set target values by quarter for each of the opportunity stages.

Limitations

• Only English language use is supported in the Salesforce Lead Conversion integration.
• Salesforce imposes API limits “per user per hour” which may result in some users unable to access this widget at certain times.

How to add a Salesforce Lead Conversion widget

Step 0: Enable CORS

Salesforce integration widgets require CORS to be enabled in your Salesforce instance. To enable CORS, see Salesforce - Enabling CORS. 

Step 1: Add a widget

Add an Integrations widget to your page.

Step 2: Select Salesforce Lead Conversion

Edit the widget and select the Salesforce Lead Conversion option from the list.

Step 3: Enter your Salesforce instance URL

Enter the full URL for your Salesforce instance. Ex. https://na34.salesforce.com

Step 4: Select your instance type

Use the dropdown to select whether you are connecting to a production or sandbox instance of Salesforce.

Step 5: Configure advanced options (optional)

Selecting Advanced Options will expand a list of additional features. You can enable or disable them as appropriate.

• Default Chart Type - You can choose whether the chart should appear as a line or bar on load. The default is Line.
• Default Lead Sources To Show - You can enter a comma-separated list of opportunity stages to show when the widget loads. You can toggle which are displayed in the stage selection dropdown on the widget after it loads, as well.
• Show Cumulative Data By Default - You can choose whether the graph will display cumulative data when it loads. This can be switched on the display.
• Show Cumulative Toggle - You can remove the option to toggle between cumulative and non-cumulative view on the graph
• Time Increment - You can select whether the chart divides information by Month or Quarter.
• First and Second Custom Filter To Show - You can provide up to two custom filters to show by providing the API name of the custom field you wish to display.