You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: articles/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-azure-table.md
Copy file name to clipboardExpand all lines: articles/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-dynamics.md
9. Copy the values for the below fields shown in the Embed Code form. You will use these values to configure your offer to receive leads in the next step. Use the next example as a guide for getting the Ids you need from the Marketo Embed Code example.
49
+
1. Copy the values for the following fields shown in the Embed Code form. You'll use these values to configure your offer to receive leads in the next step. Use the next example as a guide for getting the IDs you need from the Marketo Embed Code example.
50
50
51
51
- Server ID = **ys12**
52
52
- Munchkin ID = **123-PQR-789**
53
53
- Form ID = **1179**
54
54
55
-
**Another way to figure out these values**
55
+
Another way to figure out these values:
56
56
57
-
- Server ID is found in the URL of your Marketo instance, for example, "`serverID.marketo.com`".
58
-
- Get your subscription's Munching ID by going to your Admin>Munchkin menu in the "Munchkin Account ID" field, or from the first part of your Marketo REST API host subdomain: `https://{Munchkin ID}.mktorest.com`.
59
-
- Form ID is the IDof the Embed Code form you created in step 7 to route leads from our marketplace.
57
+
- Server ID is found in the URL of your Marketo instance, for example, `serverID.marketo.com`.
58
+
- Get your subscription's Munchkin ID by going to your **Admin** > **Munchkin** menu in the **Munchkin Account ID** field, or from the first part of your Marketo REST API host subdomain: `https://{Munchkin ID}.mktorest.com`.
59
+
- Form ID is the IDof the Embed Code form you created in step 7 to route leads from the marketplace.
60
60
61
61
## Configure your offer to send leads to Marketo
62
62
63
-
When you are ready to configure the lead management information for your offer in the publishing portal, follow these steps:
63
+
When you're ready to configure the lead management information for your offer in the publishing portal, follow these steps.
64
64
65
-
1.Navigate to the **Offer setup** page for your offer.
65
+
1. Go to the **Offer setup** page for your offer.
66
66
67
-
1. Select **Connect** under the Lead Management section.
67
+
1. Select **Connect** under the **Lead management** section.
1. On the Connection details pop-up window, select **Marketo**for the Lead Destination.
71
+
1. On the **Connection details** pop-up window, select **Marketo** for the **Lead destination**.
72
72
73
73
74
74
75
-
4. Provide the **Server ID**, **Munching account ID**, and **Form ID**.
75
+
1. Provide the **Server ID**, **Munchkin account ID**, and **Form ID**.
76
76
77
-
> [!Note]
77
+
> [!NOTE]
78
78
> You must finish configuring the rest of the offer and publish it before you can receive leads for the offer.
79
79
80
-
5.**Contact email**- Provide emailsfor people in your company who should receive email notifications when a newlead is received. You can provide multiple emails by separating them with a semicolon.
80
+
1. Under **Contact email**, enter email addresses for people in your company who should receive email notifications when a new lead is received. You can provide multiple email addresses by separating them with a semicolon.
81
81
82
-
6. Select **OK**.
82
+
1. Select **OK**.
83
83
84
-
To make sure you have successfully connected to a lead destination, click on the validatebutton. If successful, you will have a test lead in the lead destination.
84
+
To make sure you've successfully connected to a lead destination, select the **Validate**button. If successful, you'll have a test lead in the lead destination.
Copy file name to clipboardExpand all lines: articles/marketplace/partner-center-portal/commercial-marketplace-lead-management-instructions-salesforce.md
+38-31Lines changed: 38 additions & 31 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -13,61 +13,68 @@ ms.author: dsindona
13
13
14
14
This article describes how to set up your Salesforce system to process sales leads from your commercial marketplace offer.
15
15
16
-
> [!Note]
17
-
> Marketplace does not support pre-populated lists, such as a list of values for the **Country** field. Make sure there are no lists set up before you continue. Alternatively, you can configure an [HTTPS endpoint](./commercial-marketplace-lead-management-instructions-https.md) or an [Azure table](./commercial-marketplace-lead-management-instructions-azure-table.md) to receive leads.
16
+
> [!NOTE]
17
+
> Azure Marketplace doesn't support prepopulated lists, such as a list of values for the **Country** field. Make sure there are no lists set up before you continue. Alternatively, you can configure an [HTTPS endpoint](./commercial-marketplace-lead-management-instructions-https.md) or an [Azure table](./commercial-marketplace-lead-management-instructions-azure-table.md) to receive leads.
18
18
19
19
## Set up your Salesforce system
20
20
21
21
1. Sign in to Salesforce.
22
-
2. If you are using the Salesforce lighting experience.
6. On the **Create a Web-to-Lead Form**, make sure `the Include reCAPTCHA in HTML` setting is unchecked and select **Generate**.
45
-
48
+
1. On **Create a Web-to-Lead Form**, make sure the `Include reCAPTCHA in HTML` setting is cleared and select **Generate**.
46
49
47
-
7. You will be presented with some HTML text. Search for the text "oid" and copy the **oid value** from the HTML text (only the text in between quotation marks) and save it. You'll paste this value in the **Organization Identifier** field on the publishing portal.
48
-
50
+
49
51
50
-
8. Selected **Finished**.
52
+
1. You'll be presented with some HTML text. Search for the text "oid" and copy the **"oid" value** from the HTML text (only the text in between quotation marks) and save it. You'll paste this value in the **Organization Identifier** field on the publishing portal.
53
+
54
+
55
+
56
+
1. Select **Finished**.
51
57
52
58
## Configure your offer to send leads to Salesforce
53
59
54
-
When you are ready to configure the lead management information for your offer in the publishing portal, follow the below steps:
60
+
When you're ready to configure the lead management information for your offer in the publishing portal, follow these steps.
61
+
62
+
1. Go to the **Offer setup** page for your offer.
63
+
1. Select **Connect** under the **Lead management** section.
55
64
56
-
1. Navigate to the **Offer setup** page for your offer.
57
-
1. Select **Connect** under the Lead Management section.
1. On the Connection details pop-up window, select **Salesforce** for the **Lead Destination** and paste in the `oid` from web-to-lead form you created by following earlier steps into the **Organization identifier** field.
67
+
1. On the **Connection details** pop-up window, select **Salesforce** for the **Lead destination** and paste the `oid`value from the Web-to-Lead Form you created into the **Organization identifier** field.
61
68
62
-
1.**Contact email** - Provide emails for people in your company who should receive email notifications when a new lead is received. You can provide multiple emails by separating them with semicolon.
69
+
1.Under **Contact email**, enter email addresses for people in your company who should receive email notifications when a new lead is received. You can provide multiple emails by separating them with a semicolon.
63
70
64
-
1. Select **Ok**.
71
+
1. Select **OK**.
65
72
66
-
To make sure you have successfully connected to a lead destination, click on the validate button. If successful, you will have a test lead in the lead destination.
73
+
To make sure you've successfully connected to a lead destination, select the **Validate** button. If successful, you'll have a test lead in the lead destination.
67
74
68
-
>[!Note]
75
+
>[!NOTE]
69
76
>You must finish configuring the rest of the offer and publish it before you can receive leads for the offer.
70
77
71
-
78
+
72
79
73
-
Copy file name to clipboardExpand all lines: articles/marketplace/partner-center-portal/includes/connect-lead-management.md
+9-9Lines changed: 9 additions & 9 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -12,20 +12,20 @@ ms.custom: include file
12
12
13
13
---
14
14
15
-
While publishing your offer to the marketplace via Partner Center, you will need to connect your offer to your Customer Relationship Management (CRM) system so that you can receive customer contact information immediately after a customer expresses interest or deploys your product.
15
+
When you publish your offer to the marketplace via Partner Center, you need to connect your offer to your CRM system. In this way, you can receive customer contact information immediately after a customer expresses interest or deploys your product.
16
16
17
-
1.**Select a lead destination where you want us to send customer leads**. The following CRM systems are supported:
17
+
1. Select a lead destination where you want us to send customer leads. The following CRM systems are supported:
18
18
19
19
*[Dynamics 365](../commercial-marketplace-lead-management-instructions-dynamics.md) for Customer Engagement
If your CRM system is not explicitly supported in the list above, you have the following options that allow you to store the customer lead data, and then you can export or import these data into your CRM system.
23
+
If your CRM system isn't explicitly supported in this list, you can store the customer lead data by using the following options. Then you can export or import this data into your CRM system.
2. Read the documentation linked above to your selected lead destination to see how to set up the lead destination to receive leads from your marketplace offer.
29
-
3. Connect your offer to the lead destination while publishing the offer to the marketplace in Partner Center. See the documentation linked above for how to do this.
30
-
4. Confirm the connection to the lead destination is set up properly. Once you have configured your lead destination properly and have hit Publish on your offer in Partner Center, we will validate the connection and send you a test lead. When you are viewing the offer before you go live, you can also test your lead connection by trying to acquire the offer yourself in the preview environment.
31
-
5. Make sure the connection to the lead destination stays up-to-date so that you don't lose any leads, so make sure you update these connections whenever something has changed on your end.
28
+
2. Read this linked documentation for your selected lead destination to see how to set up the lead destination to receive leads from your marketplace offer.
29
+
3. Connect your offer to the lead destination when you publish the offer to the marketplace in Partner Center. For information on how to do this, see the linked documentation.
30
+
4. Confirm that the connection to the lead destination is set up properly. After you've configured your lead destination properly, select **Publish** on your offer in Partner Center. Then we'll validate the connection and send you a test lead. When you view the offer before you go live, you can also test your lead connection by trying to acquire the offer yourself in the preview environment.
31
+
5. Make sure the connection to the lead destination stays up to date so that you don't lose any leads. Make sure you update these connections whenever something has changed on your end.
0 commit comments