SalesLink PSE Integration

Introduction

Prioritized Service Events, or PSEs, are proactive maintenance alerts generated by Caterpillar and communicated to equipment dealers who deal in Caterpillar products. The purpose of a PSE is to identify potential machine issues before they escalate into downtime, and to give equipment dealers the ability to sell preventative maintenance work to their customers.

PSEs are an important source of parts and service leads for equipment dealers. As such, Texada SalesLink has the ability to ingest Caterpillar PSEs and use them to generate SalesLink Opportunities.

The following article contains everything you need to know about SalesLink’s PSE integration, including setup, configuration, and tips for working with Caterpillar-generated leads in SalesLink.

SalesLink supports two kinds of PSEs: Sales PSEs and Marketing PSEs (MPSEs). Support for MPSEs was added in the 2024.1107 version of Texada CloudLink. Watch the video below to learn more.

SalesLink Field Name	Caterpillar API Field Name	Description	Marketing PSEs	Caterpillar- originated Sales PSEs	Dealer- originated Sales PSEs
	channel	The deal’s marketing channel. Example: Email	Optional
Reason	closedWonReason	The reason the deal was Closed with a status of Won. Example: Provided additional discount of 10%		Optional
End Date	dealerCampaignEndDate	The end date of the campaign to which the PSE belongs. Example: 9/23/2021	Required
Campaign Name	dealerCampaignName	The name of the campaign to which the PSE belongs. Example: Rebuild Campaign	Required
Start Date	dealerCampaignStartDate	The start date of the campaign to which the PSE belongs. Example: 7/20/2021	Required
	dealerCode	The Group Dealer Code of the Dealer with whom the prioritized lead is shared. Example: J111	Required	Required	Required
Customer	dealerCustomerNumber	The customer’s unique ID in your system. Example: AB-1234			Required
Customer Profile → Expenditures → select expenditure type/date → Invoice Number	dealerInvoiceNumber	Service invoice number. Example: INV123SD54	Optional	Optional	Optional
Opp No	dealerLeadId	The lead’s unique ID in your system. Example: A123BDFGF-4533	Required	Required	Required
Opp No	dealerOpportunityId	The opportunity’s unique ID in your system. Required when a PSE is converted into an opportunity. Example: 9XDE123FGF-1232	Required	Optional	Required
Stage	dealerOpportunityStage	The opportunity’s stage. Example: Dealer Closed Won	Required	Optional	Required
	dealerPSE	Indicates whether this opportunity is dealer-originated. Always FALSE for Marketing PSEs. Example: FALSE	Required	Required	Required
	dealerSalesRepNumber	The ID of the opportunity’s Sales Rep. Required when a lead is converted into an opportunity. Example: J43433		Optional	Required
Description	description	The lead’s description. Example: SMU 17933: CPT (54 WW - avg DN 218K$)			Required
	isoCurrencyCode	The lead’s currency code. Example: USD	Required	Required	Required
	jobCode	The lead’s job code. Example: 02A			Optional
Source	leadSource	The lead’s source. Example: Customer Call			Required
	leadStatus	The lead’s notification status. Example: Dealer ACCEPTED		Required
Est. Revenue / Dealer Parts Purchased Est Amt.	opportunityAmount	The opportunity’s potential revenue amount. Required when a lead is converted into an opportunity. Example: 142410	Optional	Optional	Required
Entered By	opportunityCreationDate	The opportunity’s creation date in your system. Example: 8/10/2021			Required
	opportunityClosedDate	The date the opportunity was closed in your system. Required if the opportunity is Closed. Example: 8/10/2021			Required
Reason	primaryLostReason	The reason why the opportunity was lost. Example: Geo/Political		Optional	Optional
	prioritizedServiceEventId	The ID of the prioritized lead from Caterpillar’s CRM. Example: 0CE949BD-62EF-49DE-98D5-1DB6987556AB	Required	Required
Quote	quoteId	The ID of the quote created for the opportunity. Example: QT12344			Optional
Probability Of Closing	rating	Rating of lead Example: High, Low and Medium		Optional
Comment	rejectionComments	Comments on why the deal was rejected. Required if rejectionReason = 'Other (Please Provide Details)'. Example: Customer not in territory		Optional
Reason	rejectionReason	For leads with a status of Rejected, the reason for the rejection. Example: Invalid Lead		Optional
Comment	secondaryLostReason	The secondary reason for losing the opportunity. Required if primaryLostReason = 'Other (Please Provide Details)'. Example: Change of Ownership		Optional	Optional
Serial Number	serialNumber	The asset’s serial number. Example: AZX00660			Required
	smcsCode	The asset’s SMCS code. Example: 3030			Optional
Est. Delivery	targetDate	Target date of closure. Required when a lead is converted into an opportunity. Example: 9/23/2021		Optional	Required
PSE Type	type	The lead’s event type. Example: Rebuild			Required
WO No	workOrderNumber	The ID of the work order associated with the lead. Example: GI16488	Required	Required	Required

SalesLink PSE Integration

All about SalesLink’s integration with Caterpillar Prioritized Service Events (PSEs).

In This Article

Introduction

Implementation

Enable Marketing PSEs

Importing PSEs

Import Sales PSEs

Import Marketing PSEs

Auto-Distribution

Exporting PSEs

Working with PSEs

PSE Type

Mapping Product Categories and Commodities to PSE Types

Outstanding Leads

Opportunity Pipeline

Opportunity Details

Bulk Update Opportunities

Manage PSE Opportunity Source Group

Configuration Keys

Enable CAT PSE Marketing Leads

Map product category and product commodity to PSE Type

PSE Type Field Visibility

PSE Type - Behavior Flowchart

Appendix A: PSE Data Exported to Caterpillar

Work Order Number and Invoice Number

Opportunity Amount