Salesforce

SigParser finds contact matches by email address.

Auto Create Leads

SigParser can automatically create Lead records in SalesForce. This is a great way to add contacts to SalesForce from SigParser and then allow someone in SalesForce to determine which Leads will get promoted to full contacts.

SigParser won't create a Lead if a SalesForce Contact with the same email address already exists.

Contact records are searched by email address using any fields with the type "email" in SalesForce or the field is named "Email".

Lead records are searched by the "Email" field. If the email field is missing SigParser won't be able to update the Leads.

Updating SalesForce Leads

SigParser will update the following fields. It will only fill in missing values or values it previously set.

  • FirstName
  • LastName
  • Phone
    • Ext__c - If this field exists, SigParser will set it with the phone number extension and not put the phone extension into the Phone field. If this field doesn't exist, the whole phone number goes into the Phone field.
  • MobilePhone
  • Fax
  • Title
    • Optional: Some teams have their own title scheme so don't want to push whatever SigParser finds.
  • Address Fields
    • Street, City, State, PostalCode, Country
    • Will update either all these fields at once or none of them.
    • If any one of the address fields is already filled in, SigParser won't update any of the address fields.
  • OwnerId
    • Only if enabled
    • If there is a matching Account in Salesforce then the owner of that Account is used.
    • If the contact appeared in a mailbox that matches a user in Salesforce then assign that matching user to the Lead in Salesforce.
    • Otherwise match then the contact owner is the person who setup the SigParser to Salesforce connection.
  • sigparser_createdate and sigparser_updatedate (custom fields)
    • You must create these fields manually before any contacts are sync'd to your SalesForce instance. The label doesn't matter but the ID of each field does.
    • Date or Date Time fields both work for the data type.

Auto Create Contacts

SigParser can automatically create and update contacts.

SigParser will fill in the following fields. It will only fill in missing values or values it previously set.

  • FirstName
  • LastName
  • OtherPhone
  • MobilePhone
  • HomePhone
  • AssistantPhone
  • Fax
  • Title
    • Optional: Some teams have their own title scheme so don't want to push whatever SigParser finds.
  • Address Fields
    • MailingStreet, MailingCity, MailingCountry, MailingState
    • Will update either all these fields at once or none of them.
    • If any one of the address fields is already filled in, SigParser won't update any of the address fields.
  • AccountID
    • SigParser can create/update Accounts based on the rules you define.
    • The Account name will just be the domain name of the contact. You can change it manually later.
    • Matching Accounts are found by looking for Contacts in SalesForce with the same domain name and what Account they're assigned to.
      • When there are multiple matching accounts SigParser will
        • Identify which of the Accounts that matched is owned by a user in Salesforce that communicated with the contact.
        • The Account in Salesforce with the most contacts assigned to it will be used.
  • OwnerId
    • Only if enabled
    • If there is a matching Account in Salesforce then the owner of that Account is used.
    • If the contact appeared in a mailbox that matches a user in Salesforce then assign that matching user to the Contact in Salesforce.
    • Otherwise match then the contact owner is the person who setup the SigParser to SalesForce connection.

Account Creation

SigParser can automatically generate Accounts for Contacts if enabled.

  • Name
    • Always set to the domain name like microsoft.com or bigco.com
  • Website
  • Description
    • Will say "Created by SigParser on DATE"
  • OwnerId
    • Only if enabled
    • This comes from the OwnerId that was determined to be best for the Contact using either the mailbox or whoever setup the Salesforce connection.

Custom Columns for Contacts / Leads

  • sigparser_createdate and sigparser_updatedate (custom field names, the label can be naything)
    • You must create these fields manually before any contacts are sync'd to your SalesForce instance. The label doesn't matter but the ID of each field does.
    • Field Type: Date or Date Time fields both work for the data type.
    • Steps:
      1. Click Setup -> Build -> Create -> Object -> Select the object -> Fields and Relationships -> Create the custom field and set the type correctly.

Owners will only be set users with the UserType = Standard. Other UserTypes like PowerPartner, PowerCustomerSuccess are not normally users you want to assign as owners of contacts.

Bulk Import Contacts into SalesForce

We suggest reading this guide on how to import contacts into your CRM system. It is very detailed but is a good starting point if you want to merge multiple sources of contacts together before importing into SalesForce.

Delete contacts in Salesforce from SigParser

To do this you need to make sure you created the sigparser_createdate custom field before you did the sync.

  1. Find the contacts sigparser_createdate values
  2. Delete these contacts.

If you didn't create the custom field an alternative is to use this method to delete all contacts that were created during at a specific time.

Managed Package Setup

You should install the SigParser managed package when using Salesforce. It will create dedicated fields on Contacts and Leads for data from SigParser. To set it up you need to do the following.

  1. Verify you have a domain setup for your Salesforce instance.
    1. Setup -> My Domain -> Choose a name and deploy it. It will ask you to login again. Then click Deploy to Users
  2. Install the managed package.
  3. Connect SigParser to Salesforce from within SigParser (Connectors -> Add Connector -> Salesforce -> Login)
  4. Purchase a SigParser subscription. Be sure you pick the subscription tier with support for Salesforce.
  5. In Salesforce add the SigParser fields to the Contact and Lead pages.

Adding fields to layout for Contact or Lead

  1. First disable caching
    • Go to Setup -> Session Settings
    • Under Caching section
    • Uncheck Enable secure and persistent browser caching to improve performance
    • Click Save at the bottom of the page.
  2. Go to the Contact* page
    • Click the Gear icon at the top right and click Edit Object
    • Open Page Layouts on the left
    • Choose which layout to edit.
      • Depending on the end user choose which layout to edit. The standard Contact Layout is the most common and is what an admin sees.
  3. On the contact layout editing page drag a Section component below the Additional Information section and name it SigParser
    • Shift + Click the SigParser fields at the top and drag them into the SigParser section.
    • Rearrange the fields to the order you want.
    • Multiselect all the fields you just added.
      • Click the wrench icon on the right of the columns you added and make them all read only.
    • At the top click Related List
      • Select Internal Relationship Metrics and drag it to the bottom under the Related Lists section.
      • Click the gear icon on the Internal Relationship Metrics section you just added.
        • Pick the columns on the left to show by moving them to the right. We suggest Relationship Name, Emails and Meetings
        • Sort by Emails Descending
    • Click Save at the top left. Click Yes if prompted.
  4. Go to the Contact page and review changes.
  5. Click the Gear icon on the Contact page and click Edit Page
    • Click on the middle block with the tabs.
      • On the right side menu click Add Tab and choose Custom and name it SigParser
    • On the left find the Related List - Single and drag it into the new custom SigParser tab area.
      • Click the Related List and for the property for Related List select Internal Relationship Metrics
  6. Enable session disable caching now that all changes are complete.
    • Go to Setup -> Session Settings
    • Under Caching section
    • Check Enable secure and persistent browser caching to improve performance
    • Click Save at the bottom of the page.

Non-Profit Starter Pack FAQ

If you are a non-profit and use the Non-Profit Start Pack, you might have some concerns. There shouldn't be anything extra you need to do but just in case, we've answered some of the common questions below.

Be aware this guide was written on 1/10/2019 for the current version of NPSP. The account model in older versions was different.

How does SigParser handle Contacts and Accounts in the NPSP?

SigParser doesn't have to do anything different for NPSP accounts and contacts if using the latest NPSP account model. The model is close enough to the standard SalesForce Accounta and Contact model that nothing really changes for how SigParser needs to operate.

salesforce npsp account model

Will Phone workflow rules break with the NPSP and SigParser's updates?

No, SigParser will set the proper phone field for a contact. From the SalesForce NPSP Documentationdocs:

When you change the Preferred Phone or Preferred Email pick-list field values, Salesforce automatically copies the related Phone or Email into the standard Phone or Email field, respectively. For example, if you selected “Mobile” as the preferred phone, Salesforce copies the value from the Mobile Phone field (“609-111-3333” in the example below) into the standard Phone field (which you can see on things like related lists containing Contact information).

salesforce npsp preferred phone

How are address updates handled between NPSP and SigParser?

The NPSP Address Management system works nicely with SigParser's updates. Since SigParser never overwrites addresses manually entered, SigParser won't ever set a bad address on a contact. If there are multiple contacts in a household, NPSP Address Management always ensures all contacts in that household have the same address.

salesforce npsp preferred phone