SmartAsset OAT provides an easy-to-use integration with Salesforce, allowing you to automatically add leads without the hassle of manual entry. Follow the steps below to set up your Salesforce integration.

Step 1: Access the CRM Settings

1. Navigate to CRM Settings.
2. Click Connect to CRM
3. Select Salesforce. Click Authorize.

Step 2: Connect Salesforce

1. You will be prompted to log in to your Salesforce account.
2. Enter your Salesforce credentials and click Allow to give OAT permission to connect.

Step 3: Configure Your Salesforce Settings

1. Once connected, click Configure Salesforce
2. Here, you can set up how leads are added to Salesforce:
   • Choose whether to insert leads as a Lead, Account, or Contact.
   • By default, standard contact information (like name, email, phone) is automatically added.
   • Map SmartAsset survey data to custom fields in Salesforce:
     • {{When would you like to retire?}}
     • {{Have a 401(k)?}}
     • {{Current savings}}
     • {{How confident are you in your long-term financial plan?}}
     • {{Is retired}}
     • {{Household income}}
     • {{Savings per month}}
     • {{Investment comfort level}}
     • {{Care about socially responsible investing?}}
     • {{Health}}
     • {{Married?}}
     • {{Separate or joint}}
     • {{Any children under 18?}}
     • {{Are you a Homeowner?}}
     • {{Business owner?}}
     • {{Do you have an advisor?}}
     • {{Advisor need to be in driving distance?}}
     • {{Desired expertise}}
     • {{Investable Assets}}
     • {{Matching Advisor}}
     • {{Matching Zip}}
     • [lead first name]
     • [lead last name]
     • [lead email]
     • [lead phone]
     • [lead city]
     • [lead state]
     • [lead zip]
     • {{Life stages}}
     • {{Time to improve}}
     • {{Retirement activity}}
     • {{Retirement vision}}
     • {{Retirement relocation}}
     • {{Income expectation}}
     • {{Part time}}
     • {{Emergency fund?}}
     • {{Have an IRA?}}
     • {{Recent refinance}}
     • {{How did you hear about SmartAsset?}}
     • {{Financial difficulty or stress caused by health?}}
     • {{Why new advisor}}
     • {{Additional information}}

Example screenshot of a Salesforce Configuration:

Step 4: Assign Your Salesforce Configuration to SmartAsset Leads

1. Go to the Lead Sources page.
2. In the third column, CRM Configuration, and select the Salesforce Configuration you just created.
3. Click Save SmartAsset Settings.