Think Unlimited Set-up

Think Unlimited is a lead scoring integration. Each Sales Opportunity will receive a score once the Think Unlimited Lead Score record is sent to Think Unlimited and processed. Think Unlimited will then update the Think Unlimited Lead Score record with a Lead Score and any other fields mapped by the customer. All of the fields or data points enriched onto the record will need to be added to the Think Unlimited Lead Score Object and API names given to Think Unlimited.

Setup (i360 only)

1. Login via Subscriber.
2. Go to Setup>Custom Settings>Think Unlimited Settings
3. Customer will need to provide the following for authentication:
   • API Key – This is the API key provided to the customer from Think Unlimited
   • App Id – This is the App Id provided to the customer from Think Unlimited
4. There are two additional fields that may need to be checked:
   • Enable Lead Score – when checked, Lead Score requests will be sent to Think Unlimited. Unless this is checked, data will not be sent to Think Unlimited. This occurs on insert and update(if Acknowledged On field in blank)
   • Lead Score Record Creation – when checked, a Think Unlimited Lead Score will be created for each Sales Opportunity. The customer can have this unchecked if they want to create a flow to only create records based on specific criteria.

Setup (Customer)

1. Assign the following to each Profile for those users that will be creating Sales Opportunities:
   • Apex Classes
     • ThinkUnlimitedUtilities
     • ThinklUnlimitedUtilitiesTest
   • Object (Think Unlimited Lead Score)
     • CRUD
     • All fields
   • Object (Sales Opportunity)
     • Set field-level security on “Think Unlimited Lead Score”
     • Add to page layout and related list
     • Assign the Permission Set called “Think Unlimited Permission Set” on all Users that are creating records.

Functionality

1. Setup Think Unlimited
2. Create a new Sales Opportunity
3. A Think Unlimited Lead Score (TULS) record will be created based off the Sales Opp.
4. When the TULS is created (or updated) and the “Acknowledge On” field is blank, the TULS record’s information is sent to Think Unlimited
   • If the request is successful, the TULS record’s “Acknowledge On” and “Acknowledged Id” fields are filled in. The “Acknowledged Id” field can be given to Think Unlimited for troubleshooting purposes on their side if any issues arise.
   • If the request is unsuccessful, the TULS record’s “Request Payload” field in filled in.
5. Think Unlimited will use the Salesforce REST API later to update the TULS records’ “Lead Score”, “Received from Think Unlimited On” and any custom fields that were added to the object.

Note – There is a Named Credential and External Credential, each called Think Unlimited, these are used for the callout to Think Unlimited. The external credential needs to be edited, use the App Key and App Id as the username and password.

NOTE: If your company does not have a ThinkUnlimited account, reach out to Brock Crabtree at ThinkUnlimited. [e-mail]

ThinkUnlimited will provide a plan estimate based on the number of leads being captured in your improveit 360 system each month. ThinkUnlimited will provide setup of their ProspectIQ Lead Scoring tools for an additional setup fee. ThinkUnlimited setup fees are not included in improveit 360's license fee.