Salesforce Sync requires an Enterprise level plan. Find your plan level HERE.
Salesforce Sync works on Gmail, Outlook Exchange, and O365.
Your reps are using Yesware to automatically sync activity to Salesforce. Now what?
As a manager or team leader, you need to use this data to drive insights and make your team more effective.
We have built an unmanaged Salesforce reporting package that will give you valuable insights on your team usage and effectiveness with Yesware. Let’s walk through the basics to get you started!
We’ll go over the following topics:
- Salesforce Sync Logic
- Using custom Activity Fields to create basic reports in SFDC
To learn more about installing the package, reach out to your Yesware account manager or simply submit a request by clicking on Send Us a Question at the top right of the Help Center. Our Customer Experience team can direct you to the right person to get you all set up! If you’ve already installed, we can help confirm that you’ve installed Yesware’s latest unmanaged package.
Yesware’s Salesforce Integration is available on our Enterprise plan.
Note: Even though the package comes with pre-built reports and dashboards, you’ll still be able to create and customize existing reports to align with your needs.
Yesware’s Salesforce Sync logic maintains your data integrity for Salesforce reporting
When your rep sends an email with Salesforce Sync enabled, Yesware looks for the first email address listed in the To field that matches the email address of an existing Lead or Contact in Salesforce.
Yesware then syncs all recipient tracking engagement and threaded replies to the appropriate Lead, Contact, Account and/or Opportunity record in Salesforce.
So, what’s our sync logic?
Yesware prefers Leads over Contacts, so we’ll first look to match with any Leads in Salesforce.
If no Lead is found, we look for all Contacts for a matching email address.
If a match is found, we sync all activities as completed Tasks to the Activity History in Salesforce under the appropriate record.
When syncing, Yesware looks for a “WhoId” and a “WhatId”.
WhoId = Lead or Contact
WhatId = Account or Opportunity
If Yesware matches the email address to the Lead, we only sync the task to the Activity History of the Lead record.
If Yesware matches the email address to a Contact:
- We will map the task to the Activity History of the Contact as well as the associated Account
- If the Contact is also listed as a Contact Role on an Open Opportunity, we will sync the task to the Activity History of the Contact and related Open Opportunity record in Salesforce
If multiple matches are found, we:
- Prefer Leads over Contacts
- Prefer Open Opportunities with most recent CreatedDate
- Prefer records with most recent LastActivityDate
- And prefer most recent LastModifiedDate if there are still multiple matches
If no match is found, we do not sync the task to Salesforce.
Using Yesware’s Calendar Sync, reps can also sync calendar invites to Salesforce from their Calendar. Calendar events are synced to Salesforce as Open Events until the date and time of the meeting pass, when it will become a Completed Event that can be viewed from the Activity History.
The logic for syncing is the same for Calendar events.
Use custom Activity Fields to build on your existing reports
You’ll not only be able to leverage existing reports with the unmanaged package, but you’ll also be able to build your own!
Below are some of our favorite custom Activity fields you can use to create basic reports or incorporate Yesware data into your existing reports.
The Yesware Activity Type field helps you track reps’ Yesware usage and effectiveness
At a quick glance, you and your reps will be able to scan the Activity History for a given Lead, Contact, Account, or Open Opportunity for any Yesware-related activity.
For every action you take within Yesware, we sync over a task with a unique subject line to Salesforce. For example:
Email send = “Message Sent: [Subject of your Email]”
The Yesware Activity Type field is one of the most useful fields when it comes to Yesware reporting in Salesforce. This field reports on the following activities in Salesforce:
- Email sends → Message Sent
- Email opens → Message Opened
- Reply Emails → Reply received
- Link Clicks → Link clicked
- Attachment opens → Attachment Opened
- Bounces → Bounce received
- Meetings set → Event Synced
This field will be available for any Yesware-created tasks. You can use this field for a number of purposes, like reporting on the number of emails your reps sent with Yesware.
The Yesware Template Name field helps you identify effective messaging
With Templates, not only will your reps be more efficient in their outreach, but they’ll also be more effective with their messaging. With Yesware’s integration with Salesforce, you’ll be able to monitor your team’s Template usage and report on which Templates are most effective.
There are several custom fields you can use to report on Templates, including the Yesware Template Name field.
By filtering by Template Name, you can pull reporting on different Templates. You can use this field for A/B testing different Templates with your team.
Use the Template Name and Yesware Activity Type fields to filter by a specific Template and related activity:
YeswareTemplateName = Example name
Yesware Activity Type = Sent, Open, Reply
This allows you to see the number of sends, opens, and replies associated with a specific Template, enabling you to understand how effective your Templates are.
The Yesware Is Campaign field helps you identify and report on Campaign activity
You can use Yesware Is Campaign field to determine if a given task is created is part of a Campaign. This is a True/False field, so if the task was created due to an action taken as part of a Yesware Campaign, you should see “True”. This includes activities like email message sent, reply received, or a manual call task.
Report on Campaign tasks by filtering by the Yesware Activity Type field and by Yesware Is Campaign field equals True:
Yesware Activity Type = Sent, Reply, Open
YeswareIsCampaign = True
This would simply pull any Messages sent, replies, and open tasks that were part of a Campaign.