Track Total Sendoso Spend on Converted Contacts in SFDC

  • Updated

Because of internal gifting policies or other governance considerations, it can be critical to track the total amount spent on a recipient within your CRM. This can be accomplished using our SFDC integration.

With global writeback mapping and a simple mapping in SFDC, you can ensure your total Sendoso spend is carried over to the Contact object when a Lead converts. Follow the instructions below.

Prerequisite: You’ll need to have sufficient permissions to create fields. You will need 3 custom fields set up in SFDC, and later a calculated field. Start by creating the below:

  1. Contact field: Total $ Spent on Contact
  2. Contact field: Total $ Spent on Lead
  3. Lead field: Total $ Spent on Lead

Ensure that all of these fields are of the same Type, with the same limits & decimal places. See the documentation for help.

Map your SFDC fields in Sendoso

Start by going to Integrations > Salesforce > Writeback mapping

  1. Total $ Spent on Contact: Map to the Contact > “Total $ Spent on Contact”
  2. Total $ Spent on Lead: Map to the Lead > “Total $ Spent on Lead”

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The remaining two fields will be populated using SFDC settings below.

Map Lead field to the Contact

With your custom fields mapped in Sendoso, you’ll then map them within SFDC. Start by going to Setup > Object Manager and select Lead. In the upper right corner you’ll click on Map Lead Fields.

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From the mapping screen, select “Contact” from the available tabs and scroll down to find the mapping for your custom field. Map the “Total $ Spent on Lead” to the corresponding “Total $ Spent on Lead” that lives on your Contact object.

Now, any time a Lead is converted to a Contact, the spend on that Lead will be reflected from the Contact record and not lost.

Build a Calculated Field to Track Total Overall Spend

From Setup, go to Object Manager > Fields & Relationships > Contact and create a new field.

For the field name, choose a name that’s clear, e.g. “Total Overall Sendoso Spend” and give it a clarifying description.

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For data type, choose Formula and hit Next.

For formula return type, choose Number (or Currency, based on how your custom fields for Spend are configured). Hit Next.

From the formula editor pane, choose your two custom fields that live on the Contact ($ spent on Lead, $ spent on Contact) and add them together, like the below:

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Give the formula a description if helpful, and hit Next to choose your field level security settings. Configure according to your standards and hit Next. On the final screen, ensure the field is visible on the Contact page wherever applicable, and Save.

Now, your custom field will provide the overall spend total for a given recipient across their journey from Lead to Contact!

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Use this in your ROI & CAC reporting to determine your spend to value ratio across the book of business. You can also use this custom field to filter gift options in Sendoso based on the overall spend on a Contact.

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