What data is pushed by RevenueHero to Salesforce?
RevenueHero keeps your Salesforce CRM up-to-date with Prospect and Meeting information
Meeting owner
The meeting owner is updated into the default owner field of the Contact based on your Matching or Distribution rule’s setting.
Activity custom fields
RevenueHero also creates an Activity in Salesforce when a meeting is created in your account and updates it with the following properties. You can find this under the Activity tab on your contact page in Salesforce.
NOTE
RevenueHero auto-creates these fields in Salesforce and updates them with the latest context. Ensure that you toggle field visibility for these fields to enable RevenueHero to pass the meeting data.
These are the fields in Salesforce for Activity that are auto-created by RevenueHero and updated with appropriate context.
| Field Label | Internal Field Name | Field Type | Notes |
|---|---|---|---|
| RH Meeting Type | RH_Meeting_Type__c | Text(75) | Meeting Type name in RevenueHero for Inbound Router, Campaign Router and Relays and the Meeting Link name for Personal Meeting Links |
| RH No Show | RH_No_Show__c | Checkbox | True if meeting is marked as No-Show in RevenueHero |
| RH Canceled | RH_Canceled__c | Checkbox | True if meeting is Canceled in RevenueHero |
| RH Booked by Prospect | RH_Booked_By_Prospect__c | Checkbox | True if meeting is Booked in RevenueHero. False for Relays if the meeting was booked by the Sales rep on behalf of the prospect |
| RH Rule Name | RH_Rule_Name__c | Text(75) | The Rule Name in RevenueHero through which prospect was qualified |
| RH Assignee Name | RH_Assignee_Name__c | Text(75) | The Meeting Owner Name in RevenueHero |
| RH Router | RH_Router_Name__c | Text(75) | The Name of the Inbound Router/Campaign Router/Relay in RevenueHero |
| RH Booked By | RH_Booked_By__c | Lookup(User) | The CRM User who booked a meeting via Relay in RevenueHero |
| RH Booked By Name | RH_Booked_By_Name__c | Text(75) | The Name of the Relay Booker in RevenueHero |
| RH Rescheduled Count | RH_Rescheduled_Count__c | Number(18, 0) | The number of times a meeting was rescheduled in RevenueHero |
| RH Response Status | RH_Response_Status__c | Text(15) | The RSVP status marked by the Prospect to calendar event |
| RH Reschedule Link | RH_Reschedule_Link__c | Text(75) | The reschedule URL for the meeting |
| RH Cancellation Link | RH_Cancel_Link__c | Text(75) | The cancellation URL for the meeting |
Lead & Contact custom fields
RevenueHero pushes Meeting and Prospect details automatically into your Salesforce fields. You can use these properties to set up Custom Reports or Workflows in Salesforce.
NOTE
RevenueHero auto-creates these fields in Salesforce and updates them with the latest context. Ensure that you toggle field visibility for these fields to enable RevenueHero to pass the meeting data.
| Field Label | Internal Field Name | Field Type | Notes |
|---|---|---|---|
| RH Meeting Type | RH_Meeting_Type__c | Text(100) | Meeting Type name in RevenueHero for Inbound Router, Campaign Router and Relays and the Meeting Link name for Personal Meeting Links |
| RH Meeting Date | RH_Meeting_Date__c | Date/Time | Meeting time of meeting in RevenueHero |
| RH Meeting Status | RH_Meeting_Status__c | Picklist | Status of meeting in RevenueHero: Not Booked Upcoming Cancelled Completed No Show |
| RH No Show | RH_No_Show__c | Checkbox | True if meeting is marked as No-Show in RevenueHero |
| RH Disqualified | RH_Disqualified__c | Checkbox | True if prospect is disqualified by RevenueHero |
| RH Inbound Router | RH_Inbound_Router__c | Text(75) | Inbound Router or Relay name of the meeting in RevenueHero |
| RH Campaign Router | RH_Campaign_Router__c | Text(75) | Campaign Router name of the meeting in RevenueHero |
| RH Meeting Created At | RH_Meeting_Created_At__c | Date/Time | Meeting creation time of meeting in RevenueHero |