TL;DR

Leads from Salesforce CRM can be assigned to 7Targets AI Sales Assistant directly within the Salesforce UI.

Simplified Configuration steps for 7Targets AI Sales Assistant Integration with Salesforce

1. Salesforce Setup:

• Add custom fields to the Lead Object: Assistant Email, Lead State, Sequence Name.
• Create a new Trigger named LeadTriggerFor7Targets.
• Create an Apex class SevenTargetsLeadIntegration.
• Configure 7Targets API credentials in Salesforce Custom Metadata Types.

2. Connected App in Salesforce:

• Generate a Certificate & Private Key if not available.
• Create a Connected App in Salesforce and note the Consumer Key.

3. 7Targets Configuration:

• Access the CRM page in 7Targets.
• Add Salesforce username, Consumer Key, and Base64-encoded Private Key (can use https://www.base64encode.org/).
• Verify credentials using the Test button.

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Detail Steps with screen shots

What you get

Leads from Salesforce CRM can be assigned to 7Targets AI Sales Assistant directly within the Salesforce UI. AI Assistant will then own the lead and nurture to try and get the meeting. Assistant will also update Salesforce putting notes for the emails being sent as well as status of the lead in salesforce.

Configure Salesforce

Important Note: Before you go ahead with Salesforce configuration, make sure you have Sufficient Privileges for e.g. creating new Apex Triggers, Apex Classes, Custom metadata etc.

1. Add custom fields in the Lead Object in Salesforce

Below three custom fields are to be added to the Lead Object.

Field Label	Field Name	Data Type
7Targets Assistant Email	sts_assistant_email	Picklist
7Targets Lead State	sts_lead_state	Picklist
7Targets Sequence Name	sts_sequence_name	Picklist

a. Goto Setup > Object Manager > search Lead in Quick Find Box. b. In Lead Object go to Fields & Relationships > Click on New button to create three new fields as in screen shots below. 7Targets Assistant Email You will copy your assistants email ids from 7Targets and update the values in following field. 7Targets Lead State 7Targets Sequence Name You will copy the sequence names from 7Targets and update the values in this field later.

2. Configure 7Targets API credentials in Salesforce Custom Metadata

Get 7Targets API Client Id & Client Secret from support@7targets.com. a. Goto Setup > search custom metadata types in Quick Find Box. b. In Custom Metadata create a new metadata named 7Targets API Credential as shown below. c. Add below fields in this Custom metadata and use the values given by 7Targets support for Client Id and Client Secret. d. For 7Targets User ID field. Get the value from 7Targets->Settings->User Identifier. Make Sure this user is assigned to all the Assistants that are being used in Salesforce Integration.

Field Label	Field Name	Data Type
7Targets Client Id	Seven_Targets_Client_Id	Text Area(255)
7Targets Client Secret	Seven_Targets_Client_Secret	Text Area(255)
7Targets User ID	Seven_Targets_User_ID	Text(100)

3. Create Apex class to communicate with 7Targets

In Setup search for Apex Classes & create a new Apex Class called SevenTargetsLeadIntegration. You can find the code here. Copy and paste this code for this Apex class.

4. Add trigger to the Lead Object in Salesforce

In Lead Object go to Triggers > Click on New button to create new Trigger called LeadTriggerFor7Targets. Copy the code from here to create a new trigger and then save the trigger.

5. Create Connected App in Salesforce

1. If you don’t have existing Certificate & Private Key then generate following steps mentioned here.
2. Create a Connected App in Salesforce using steps given here. Copy Consumer key given which will be used in further setup.
3. Once connected app is created you have to assign appropriate user profile to it. You can do this by searching for App Manager in Quick Search and then selecting Your connect App. Then select dropdown from right hand side & click on Manage then in Manage Profiles select appropriate Profile.

6. Remote Site Settings

1. In Setup Quick Search box, search for Remote site settings & Add following urls to allow 7Targets API connection:
   • https://api.7targets.com
   • https://login.7targets.com
   • https://solution.7targets.com

7. Notes Settings:

1. In Setup Quick Search box, search for Notes Setting & make sure Enable Notes checkbox is checked.
2. In Setup > Object Manager search for Lead Object. In Lead Object go to Page Layouts > Lead Layouts.
3. In Lead Layouts go to Related Lists Section. And drag the Notes & Attachments button from the Related List section to the Related List tab.

Configure 7Targets

1. In 7targets go to the CRM page using menu bar from left side.
2. Add username(in the form of email), consumer key and Base64 encoded private key(Base64 Encoded How?).
3. Use the Test button to verify that the provided credentials are working.
4. Get the Assistants email ids and the sequence names by clicking on the respective buttons. Copy and Paste them in the relevant fields in the custom fields created for the Lead Object in Salesforce.

All Set

With this you are all set. You can assign an existing Lead in Salesforce by updating the 7Targets Assistant Email value. That lead will then be created in 7Targets.

You could check the Lead Notes in Salesforce for confirmation. There is a direct link to see this lead in 7Targets too, which you can click and see that lead in 7Targets along with the timeline of messages schedule.

If you want to stop sending messages, just change the value of field 7Targets Assistant Email in Salesforce to None.

How to get the Base64 encoded string for private key

Private key create while creating the connected app, mostly is in the form of a file named server.key
Copy the content of that file and use https://www.base64encode.org/ to encoded that file content to Base64. Use that when creating/configuring 7Targets.

For any help feel free to drop us an email at support@7targets.com