Depending on your business model, implementing a multiple-scoring method might make sense for you. Multiple lead scoring is a method where you have different scores for different offerings, personas, or markets. Although more complex to implement, multiple lead scoring will uncover powerful behavioral sales insights to your leads that will allow for a better and more relevant sales pitch.

If you are reading this article, chances are that you are one of the lucky SalesWings users already migrated to our multi-scoring enabled Helium server. Congrats! We will be with you every step of the way to ensure a smooth implementation of the tool, and on-going support to enable your success.

Before mapping fields in Salesforce, make sure that your org is connected to the correct endpoint. Follow these steps to do so.

First step: Add the SalesWings multiple scores to your Lead and Contact layout with related list

Once you have set the endpoint in the previous step, the sync will start fetching data from a multi-scoring enabled source and store the new scores data in Salesforce.

In order to make that data visible, you need to add the “SalesWings Prospect Scores” related list to the desired Lead AND Contact layouts.


Here are the steps to follow to add the Score related list on the Contact layout:

1) Go to SetupObject ManagerContact Page Layouts

2) Click on the desired layout to edit

3) Click on related list then drag & drop “SalesWings Prospect Scores” to the preferred section of the layout.

4) Click Save. A score related list will now be visible on the contact layout.

This is what the related list will look like on your record

You can now repeat the same process for Lead Layout:

1) Go to SetupObject ManagerLead Page Layouts

2) Click on the desired layout to edit

3) Click on related list then drag & drop “SalesWings Prospect Scores” to the preferred section of the layout.

4) Click Save. A score related list will now be visible on the lead layout.

Second step: Map fields with Contact and Lead objects

Once you have the standard and custom scores available in a related list, you can use the built-in mechanism to map those scores to fields on Lead or Contact records.

In this example, let’s assume that we have a SalesWings “SFMC” score showing up in the related list and we would like to map that value to a “SFMC Score” field on the Contact object.

In order to do that, we need to find a unique SalesWings identifier for the “SFMC” score. This is easily available by clicking on the “SFMC” score in the related list and can be found in the “Score Id“ field, as visible in the following screenshot:

You can also run the following query in Developer Console (or third-party tools) to identify all the scores:
SELECT Id, Name, saleswings__SW_Id__c
FROM saleswings__Score__c

Once you have identified the Score Id, we need to define the mapping using the steps below.

1) Go to Setup Custom Settings and click “Manage” next to SalesWings Field Mapping

2) Click “New"

3) In this step we define what score should be mapped to what field

  • Source Field API Name - Should always be set to "Value__c"

  • Source Object API Name - Should always be set to "Prospect_Score__c"

  • Target Field API Name - Set to the target existing field name, in our example “SFMC_Score__c

  • Target Object API Name - Set to the target object name ("Contact" or "Lead"), in our example “Contact

  • Attribute Id - Set to the Score Id of the attribute you wish to map, in our example “s6dAEA8-3Hq5” (the Score Id from the previous screenshot. NOTE: a score name will not work)

Settings Name

Example Value

Description

Source Field API Name

Value__c

Value__c

Source Object API Name

Prospect_Score__c

Prospect_Score__c

Target Field API Name

SFMC_Score__c

API Name of field

Target Object API Name

Contact

Contact / Lead

Attribute Id

s6dAEA8-3Hq5

Score Id

It will look like this in Salesforce:

When you complete these steps, the score for which the mapping has been defined will not only be visible in the related list, but will automatically be visible in the target field on the parent object.

Please note that if the record has been included in subsequent sync operations – the mapping will not be applied retroactively.

Last step: Map fields between Lead and Contact

Now that all your fields are created and mapped in Contact and Lead records you need to map fields between Lead and Contact. Which means that when you convert a lead to a contact, the multiple score lead data will carry over to the new record.

1) Go to SetupObject ManagerLead Fields & Relationships

2) Click on Map Lead Fields

3) Click on Contact and find the lead field you want to associate with the contact field. In our example "SFMC Score" <> "SFMC Score"

4) Click Save.

Congratulations, your field is now mapped! 🥳

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