RainKing Salesforce Native Application User Guide

This document is intended for users of RainKing’s Salesforce Native Application and will provide an overview of how to use RainKing’s Salesforce Native Application. You will learn how the Native Application can be used to add and update records in your Salesforce without having to leave your Salesforce instance.

If you haven’t already, add the “RainKing Search” tab to your default view in Salesforce. To add the “RainKing Search” tab to your default view, select the “+” / “All Tabs” icon near the top-right corner of your Salesforce default view:

 

 image004.jpg

 

From the All Tabs screen, select the “Customize My Tabs” button on the right-hand side:

 image006.jpg

 

Find “RainKing Search” from the Available Tabs, select to “Add” it to Selected Tabs, then click Save:

 image008.jpg

 

After you save, the RainKing Search is now an available tab on your default view:

 

 image010.jpg

 

The RainKing search tab is your central dashboard for starting and managing RainKing searches in Salesforce.

 image012.jpg

 

  1. Start a new search for People, Company, or Scoops.
  2. Quick lookup for People, Company, or Scoops.
  3. Recent Searches that have been done in RainKing Search.
  4. Saved Searches created in RainKing’s Native Salesforce Application.
  5. Saved Searches from within the RainKing platform.
  6. Your Groups that have been created in the RainKing platform.
  7. Import History for Lead, Contact, and Account record.

To start a new search for People, click “People” in the Start a New Search widget:

 image014.jpg

 

This will launch the “Build Your People Search” screen in Salesforce:

 image016.jpg

 

If you want to toggle from a People Search to a Company or Scoop Search, you can select the Companies or Scoops icon in the top-left corner of this search screen:

 

image018.jpg

 

To begin a search, select the criteria you’d like to filter on from the left-hand menu and add criteria to your search:

 

image020.jpg

 

When search criteria are in place, click the orange “Run Search” button in the top-right corner:

 image022.jpg

 

RainKing will return all people matching that search criteria. To import the records as Leads, select the records you’d like to import then click the “Leads” button above the search results:

 image024.jpg

 

Next you will see the duplicate detection window. Here you can see which records will be updated and which ones will create new records:

 

image026.jpg

 

Once you click Submit, RainKing will import the records and will provide details on the Import Results:

 image028.jpg

If a record fails to import, you can click the red X beside the record that failed for details on the reason for failure:

 image030.jpg

 

image032.jpg

 

Important Note on importing Leads, Accounts, and Contacts into your Salesforce from RainKing

When you import a Lead into Salesforce, RainKing will run a duplication check on matching email address. If a matching email address is found, RainKing will update the Lead according to the update logic defined in Step 4.

When you import Accounts, RainKing will search for pre-existing Accounts on a matching Website, Company Name, or RainKing Company ID (rkCompanyId). If an Account with a matching Website, Company Name, or RainKing Company ID is found in your Salesforce, RainKing will update the Account according to the update logic defined in Step 4. If a matching Account is not found, RainKing will create a new Account. 

When you import Contacts, RainKing will first attempt to append Contacts to existing Accounts by searching for an existing Account with a matching Website, Account Name, or RainKing Company ID. If a matching Account is found, RainKing will add the Contacts to that Account. If no matching Account is found, RainKing will create a new Account with the imported Contacts added to it. 

As records are imported, you can click the “Linked To” hyperlink beside a record to view the imported record in Salesforce:

 

image034.jpg

 

To import Contacts, select the records you’d like to import and press the “Contacts” button:

 image036.jpg

 

When Contacts are imported, if there’s not an associative Account in your Salesforce to link the Contacts to, the Account will also be imported from RainKing. If there is an associative Account in your Salesforce, RainKing will find the matching Account based on matching Website, Company Name, or RainKing Company ID. If there is a conflict, (i.e. multiple Accounts with the same Website) RainKing will block the Contact import to prevent associating Contacts with the wrong Account.

You can use the “Filters” on the left-hand side of the search results screen to filter by “Linked Records” (i.e. records that have been imported or updated from RainKing, establishing a “link”), “Not Linked Records” (records without a RainKing linkage) and “All Records:”

image038.jpg

 

You can navigate back to your RainKing Dashboard by using the “Dashboard” link in the left-hand column a search results screen or by clicking the “RainKing Search” tab again:

 

image040.jpg

 

On the RainKing Dashboard you can also perform a “Quick Lookup” of a Company, Person, or Scoops:

 image042.jpg

 

The Import History section is where you can view your import history of records previously imported. Clicking on any import history will take you to RainKing and show a list of records previously imported:

 

image044.jpg

 

image046.jpg

 

To perform an Inside Scoop search, click on Scoops:

 image048.jpg

 

Enter your search criteria and run your search:

 

image050.jpg

 

If you would like to import the Scoop information, click on the Find the Best Contact link associated with that Scoop:

 

image052.jpg

 

Once here, you can filter the list down further by using the filters to the left:

 

image054.jpg

 

Once you find the people you would like to bring in with the Scoop information, click either Leads with Tasks or Contacts with Tasks:

 image056.jpg

 

If the Lead or Contact already exists in your Salesforce, or had been previously linked, it will update the Salesforce record with the Scoop information. If this is a new Lead or Contact, it will create a new record for that person and include the Scoop information.

Similar to pulling in Leads or Contacts without a task, this will run through the duplicate check before you Submit:

image058.jpg

Once the records have been created, the Scoop information will appear under Open Activities for that record:

 image060.jpg

 

If you click on the Subject line for the activity, and hover over the Inside Scoop information, you can see the Scoop Content. You can also see the Scoop Type and Scoop date:

 

image062.jpg

 

If you click on the name of the Inside Scoop, you will be taken to the full view, including all Leads or Contacts that you have pulled with that Scoop:

 image064.jpg

 

You also have an Inside Scoop tab. Here you can see all of the Scoops that you have pulled:

 

image066.jpg

 

logo
© 2018 DiscoverOrg, All Rights Reserved
© 2018 DiscoverOrg, All Rights Reserved
logo