Using the Salesforce integration

The Salesforce integration allows you to:

  • Create Receptive requests
  • Add contacts to existing requests
  • View contact request history

All from inside Salesforce.

In Receptive, you can easily track and report on Salesforce contact requests and follow up with prospects as their requests are updated and released. 

Why is this important?
The Salesforce integration dramatically increases efficiency: as prospects request features, you can track them from inside Salesforce and follow up as features are released to close more deals. 

When deciding what makes it onto your roadmap, your product team can analyze what's important to your prospects and determine the potential value of each feature. 

In this guide:

What you can do in Salesforce:

  1. Link a customer to an existing feature request
  2. Create a new feature request

How it works in Receptive:

  1. Link Salesforce contacts to requests in Receptive
  2. View with Salesforce contacts have voted on features in Receptive
  3. Report on prospect requests

What you can do in Salesforce 

1. Link a customer to an existing feature request

Go to the relevant user's page (contact page) in Salesforce. Scroll to the Receptive section and click the "Create / Link feature" button.

Start typing the feature title and similar features will populate below the description box. Click "Select feature" next to each feature to see the full description. Click "Link Existing Feature" when you've selected the correct feature.

2. Create a new feature request

Follow the steps above for linking a customer to a feature request, and instead of selecting an existing feature, type in the new feature title & description and click "Create New feature":

The customer will be automatically tied to their new feature request, and when you return to the contact's page you'll see the linked feature under the Receptive section:

 

How it works in Receptive 

1. Link Salesforce contacts to requests in Receptive 

In Receptive, find the feature the prospect / lead has requested.

Under "Feature feedback", click the "Add Customer" button and start typing in the contact's name. Salesforce contacts will have the SF icon in front of their name so you can select the correct user and hit "enter" to add them to the feature.

2. View which Salesforce contacts have voted for features in Receptive

To see the Salesforce contacts have voted for a feature in Receptive, just open the feature in Receptive and scroll to the "Salesforce" section:

3. Report on prospect requests

You can segment out your prospect's requests in your Receptive reports to help you understand what your prospects have requested.

From your Reports page in Receptive, just scroll down to the "Account Status" filter and select "Prospect":

 

Related: How to set up the Salesforce integration

 

Any questions? Email support@receptive.io or use the form here.

 

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