Set Up Lead to Contact Conversion

  • Updated

Context

The Demandbase Salesforce integration and Lead-to-Account (L2A) engine matches your Salesforce Leads to the correct Salesforce Account. You can convert your lead records to the contact records associated with the matched account. You can do this manually or let Demandbase do it automatically. 

This process matches all past and future leads to their respective accounts where the data exists.

Prerequisites/Preparation

You must have Admin privileges in Salesforce and Demandbase.

Leads must be part of a target account to show up on a report.

Choose between manual conversion or automatic conversion.

Before you can convert leads to contacts, you must map a few leads to contact fields. This prevents losing data associated with the leads.

  1. In Salesforce, click Set Up at the top.
  2. Enter lead in the Search field and select Fields in the Leads section.
    L2APrereq1.png
  3. Click Map Lead Fields.
    mapleadfieldsprereq2.png

  4. Use the drop-down lists to match relevant fields. Some examples are shown below, for the the full list of Demandbase lead fields available to match, see Step 4: Add Demandbase Fields to Salesforce.
    L2APrereq3.png                                      

Steps: Manual Lead-to-Contact Conversion

  1. From the left navigation bar, go to Settings_N.png Settings > Lead Matching > Lead Matching Report.
  2. Select Unmatched from the Match Status filter at the top of the page and select the leads to convert to contacts.
  3. Click the down arrow next to Unmatch and select Convert to Contact.
    Lead_Matching_Report.png
  4. Click OK in the confirmation window.

Steps: Automatic Lead-to-Contact Conversion

  1. From the left navigation bar, go to Database_N.png Database > Accounts > Account List.
  2. Select an account list and and click on the account that you want to convert leads to accounts for.
  3. On the Detail tab, toggle on the Auto-Convert Leads to Contacts in Salesforce.
  4. Since lead-to-contact conversion is irreversible, Demandbase asks you to complete a confirmation dialog to ensure that enabling this setting is intentional. To answer the question, enter the number of leads currently on the list.

Outcome

Within Salesforce: Leads are converted within Salesforce. 

Within Demandbase: Matching Leads appear as Contacts within Demandbase after the next nightly sync.

By default, Demandbase syncs Leads every 5 minutes. You can adjust this setting from the Data Sync Setting page.

To access the page, from the left navigation bar, go to at Settings_N.png Settings > Demandbase-Wide Settings > Data Sync Settings.

After leads sync from Salesforce, it can take 10-30 minutes for matching to occur in Demandbase, depending on the volume of changes with leads. When matching occurs, Demandbase updates the Matched Account field on the Lead. This updates can be viewed on the Fields page.

To access the page, from the left navigation bar, go to Settings_N.png Settings > Analytics > Fields.

Next Steps

To manage the accounts you have matched or tried to match, select the account(s) you want to update and do the following:

  • To unmatch a lead to contact, click Unmatch.
  • If you tried and were unable to match a lead to an account and would like to try again, select the down arrow next to Unmatch and select Retry Match.
  • If you have accounts that are matched, but unsynced, select the down arrow next to Unmatch, and select Retry Write to CRM.

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