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Qlik Sense Salesforce: The Salesforce® Widget for Qlik® allow add opportunities, leads, contacts, and cases from your Analytic App. Supercharge productivity by creating an app that combine analytics and actions.

Design your first Salesforce Action creating your own Custom Form on LLodi Product and Workflow with a few clicks on Zapier.

Create a LLodi Free Account.

Zapier “Connect Your Apps and Automate Workflows” www.zapier.com

Zapier is one of the leading applications to automate easy-to-use cross-application workflows for both business and IT users. Ideal for developing simple processes (Zaps) with more than 750 applications.

Zapier offers a free trial for 14 days, which allows you to create any process without limits of steps or applications. https://zapier.com/signup

After creating the account, you have access to the platform in order to create your first Zap. In the Explore option, all possible applications that can be used are displayed. If you select Salesforce, you will see some pre-configured zaps and if we keep scrolling down, a box appears with the different actions that this connector allows.

A Zap can take several steps. If you create a Zap to be integrated into a LLodi form, in the first step you will always have to select the “Webhooks by Zapier” app.

In the “Choose Trigger” section mark the “Catch Hook” option – Continue
Set up Webhooks by Zapier Hook – Continue
The following screen appears, with the address “webhook url”. When you press OK, Zapier will wait for a test.

The address “Webhook URL” should be copied in the URL field of the Custom Forms that we are going to create. Add the name, the type, in this case Zapier and click on the insert button

If you know the fields to create the action, you can click on the gear and enter “Show form Fields” to add and configure the different fields that will later be used in the form and sent to Zapier.

If you do not know the fields, access the Zap in Zapier and select App in the second step, choose Salesforce and all available actions appear. Tag “Create Task”, click on the continue button (Zapier will ask you to connect your Salesforce account) and later a screen with all fields that you need in Salesforce will appear to create the task.

Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?

After creating the fields in LLodi, return to the Custom Forms screen and click again on the gear, on this occasion you will have to access the “Test Form” option of the gear to run the test. This process will connect LLodi and Zapier, and in the previous screen, you will be able to join each Salesforce field with a field of LLodi.

More help “Creating a Zap” in Zapier.

it’s time to add the extension on your Qlik platform and configure the new worflow.

Now Qlik and Salesforce can be integrated like never before from your dashboard. LLodi allow users to perform new opportunities, change their status, add notes to accounts or create new tasks.

Sales Representative
Salespeople can now analyze customers and sales data to better pinpoint prospects for cross-sell and up-sell opportunities, promotions, etc. From your Qlik Platform, you will automatically create leads, tasks and opportunities in your Salesforce account.

Sales Manager
Sales managers analyze in their Dashboard the rate of achievement, status of opportunities, possible competitors, etc. and establish the strategy to follow, immediately integrated with their CRM system.

Customer Service
Exploring customer service communications allows you to discover new sales opportunities that will be automatically assigned to the account rep.

Marketing Automation
The analysis of the clients offers the possibility to carry out their segmentation, the identification of our client profiles, to develop marketing campaigns that are more focused on the needs of each client. Data analysis can generate Salesforce automation processes for marketing activities.