OVERVIEW

With the integration there are a couple of items that are unique to Salesforce. Due to the flexibility of the program there are variations in how an organization may be set up. 

Standard SF Structure: 

The standard object structure in SF includes 4 standard objects. Depending on the store, they may use these in different ways. We integrate with the lead, but it is important to understand what the common use case is for leads in SF.

• Lead: Is the combination of the Company name and contact and is usually the initial starting point in the sales cycle. Many companies will consume something in a lead then quickly convert that to an account, contact and opportunity. 
• Contact: Is the person or prospect in our language
• Account: Most companies that auto convert a lead are using PERSON accounts which are a variation of the account and a special request item in SF. Person accounts are a combination of the account and contact
• Opportunity is the specific opportunity associated to that account and contact. There are standard mappings from lead to opportunity. The opportunity process can vary by customer to fit their needs. 

FAQs: 

Q.)   What specifically is required if the customer is auto converting leads? 

A.) As we are sending and updating the lead it is important in this set up to do the following:

• Ensure that the setting is on that our integration user can edit leads once converted (in documentation)
• Ensure that the Dealership is including the LeadID / Lead UID in the mapping from leads to opportunities