Salesforce object field rules and Sendbloom metadata

The basics

With full Salesforce integration, you can create object field rules that customize how Sendbloom logs emails, creates tasks, and creates and/or updates leads in your Salesforce account.  Object field rules consist of a Type, Field, and Value. 

Add an object field rule

  1. In Salesforce settings, click Add Rule under SFDC Object Field Rules
  2. Choose the Type of object  that you'd like to customize: Task (for Sendbloom emails), Lead, or another type of task like a call or LinkedIn request. 
  3. Select the Field you'd like to update. All fields will pull directly from your Salesforce account. 
  4. Enter a value for Sendbloom to populate in that field. 
  5. Save your settings to add your new rule(s) to your Sendbloom account.

Custom Sendbloom Metadata

Using our metadata you're able to transfer data about your Sendbloom campaigns and emails directly to Salesforce. In the value section of any object field rule, input any bracketed variable below to add that Sendbloom data point to a field in Salesforce. 

Variable Value
{{campaign name}} Name of your Sendbloom campaign. 
{{campaign id}}
Sendbloom unique identifier in URL when viewing campaign (ex: kq7dYTDLAbmZ42FxitxXDN).
{{touch number}} Touch number within your campaign (ex: 1, 2, etc).
{{template name}} Name of template email that was used, blank if no template was used. 
{{outreach type}} Standard Campaign: “Campaign”
1-to-1 Campaign: “Personalized Campaign”
One-off emails from Gmail: “Manual Email”
{{segment name}} Name of the segment within your campaign. 
{{email type}} “Bump” or “New Thread” for emails, blank for other tasks. 
{{email subject}} Subject of email, blank for other tasks.
{{prospect email}} Prospect's email address. 
{{call disposition}} Call Disposition selected upon completion of call dialed through Sendbloom's Dialer.
{{call duration}} Time spent (in seconds) on call dialed through Sendbloom's Dialer (ex: 90, for a call that lasted one minute and 30 seconds).

Object field rules - Examples

1. Update a Custom Lead or Contact Field

In this example, we've created two custom fields on contact records in Salesforce for our Sendbloom campaign's name: First SB campaign and Last SB campaign. 

Sendbloom will write the campaign name to both fields upon first Sendbloom email sent. Only Last SB campaign field will be overwritten when additional emails/campaigns are sent (Overwrite toggle = yes). First SB campaign will not be altered after the first campaign name is written to this field because Overwrite is turned to "no".

2. Update Lead Status

If you've chosen to have Sendbloom update and/or create leads, we'll automatically update lead status when you send an email to that lead or create a new lead using your object field rule. In the example above, we've told Sendbloom to update our lead status to "Working - Contacted via Sendbloom". 

3. Update a Task Field

Our default task is an email task (this is how we log any email sent from a  campaign1-to-1, or one-off in Gmail). In the example above, we're updating the task description to the word "Email" followed by a custom variable for the touch number within our campaign. Ex: Description = Email Touch 1.