Salesforce / improveit 360

The Salesforce (improveit 360) integration allows the following information to be exchanged with SalesPro:

• Documents
• Credit Applications
• Results
• Appointments

Salesforce Steps

If your sales reps are set up as staff objects, disregard “Add Salesforce login credentials” If your sales reps are set up with their own Salesforce login, disregard “Activate Salesforce Integration”  

1. Activate the Salesforce integration.
2. Activate Appointments integration.
3. Add Salesforce login credentials.
4. Configure document routing rules.
5. Configure Results routing rules.
6. Configure Credit App Sending rules.

Activate the Salesforce Integration

To activate the Salesforce integration, you will need to enter your Salesforce Company ID to connect your Salesforce account with SalesPro.

1. Go to Workflow > CRM and Appointments.
2. Switch on the Salesforce switch.
3. Select if it is Single Sign on or Multi User Sign On.
4. Enter the Salesforce username and password.
5. Enter the Security Token.
   1. You can retrieve your security token from Salesforce by clicking Setup in the top right-hand corner (usually by clicking your name) and typing Reset My Security Token into the Quick Find box. Once you reset your token, Salesforce will email the Security Token to the email associated with the Salesforce account.

Activate Appointments Integration

SalesPro will connect with Salesforce and pull over the appointments that are assigned to the Sales Rep. Appointments will have customers’ personal information (name, address, phone, email) along with any appointment notes.

1. Go to Workflow > CRM and Appointments.
2. Choose Salesforce as your source for appointments.
3. Under the Salesforce click the button.
4. Click Save.

Add Salesforce Login Credentials

In order for SalesPro to pull individual Sales Reps’ appointments you will need to add their Salesforce credentials to their individual user profiles.

1. Go to Users.
2. Scroll down to the credentials section.
3. Click the add button.
4. Select Salesforce from Endpoint dropdown.
5. Enter the user’s Salesforce Username and Password.

Single Sign-On Setup

1. 1. Find Unique Identifier in Salesforce
      1. In Salesforce there is a section where you can add/edit staff objects. Click Staff at the top of your screen. If you edit one of the users, there will be a URL at the top of the screen that contains ….id=00123456ABCDEFG&….. You will want to copy everything between the id= and before the &. So in this example, you would use 00123456ABCDEFG as the identifier. This is the Object ID of that Staff object inside of Salesforce. We can use this to filter by Sales Rep 1.
   2. Setup the Unique Identifier under Users
      1. Edit an Existing User in SalesPro.
      2. Enter the Unique Identifier for this user from Salesforce to pull in their appointments.

Configure Document Routing Rules

SalesPro will upload any documents such as Contracts, Proposals, or Custom Documents sent from the SalesPro application to Salesforce. The following steps are for Contract Routing. The same steps apply to Proposal Routing or any other document type.

1. Go to Workflow > Document Routing
2. Select office and document type.
3. Toggle Salesforce toggle to “on”.
4. Create a default file name by adding a File Name.
5. Add Backup Recipients email addresses. In the event a document fails to upload to Salesforce, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to Salesforce, as well as the customer information and a brief description of why it failed to upload.

Configure Results Routing Rules

SalesPro allows Sales Reps to result an appointment in the App and have the results automatically updated in Salesforce. SalesPro will also generate a Results report with a summary of the estimate. The following information for results will be updated: Lead Results: SalesPro will pull the Lead Result options entered in Salesforce for sales reps to select. (For Example: Demo Not Sold, Demo Maybe, etc..) Result Reasons: SalesPro will pull the Result reasons entered in Salesforce for sales reps to select. (For Example: Appointment Cancelled, Too Expensive, etc..)

1. 1. Go to Results Routing.
   2. Toggle Salesforce toggle to “on”.
   3. Create a default file name by adding a File Name.
   4. Add Backup Recipients email addresses. In the event a document fails to upload to Salesforce, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to Salesforce, as well as the customer information and a brief description of why it failed to upload.
   5. Enter a Note Title.
   6. Enter the Object Class Name. This is Salesforce Object ID the Results will be sent to. (I.e. i360__Appointment__c)

1. 1. In the No Sale section click Add once in each section, this will create 2 rows to push the results to Salesforce.
   2. Add a Standard Picker in the first row under No-Sale.
      1. Enter a Title. Example: Results or Lead Results.
      2. Change the Input Type to Standard Picker.
      3. Enter Picker Options. This will be a list of the different possible result reasons (I.e. Demo Not Sold, Too Expensive, Getting Other Estimates, etc..)
      4. Enter the Salesforce Object ID into the Salesforce Field (I.e. i360__Result__c)
      5. Toggle the Required switch to make this field required.
   3. Add a Standard Picker in the first row under Sale.
      1. Enter a Title. Example: Results or Lead Result.
      2. Change the Input Type to Standard Picker.
      3. Enter a Picker Option. This will only need one option generally of “Demo Sold”.
      4. Enter the Salesforce Object ID into the Salesforce Field (I.e. i360__Result__c)
      5. Toggle the Required switch to make this field required.

Configure Credit App Sending Rules

SalesPro will upload any credit applications sent from the application to Salesforce.

1. 1. 1. Go to Finance > Credit App Sending.
      2. Toggle Salesforce toggle to “on”.
      3. Add a Disclosure to appear to the customer when signing the credit application.
      4. Add a Password to protect the credit application. Only users with the password will be able to open the credit application.
      5. Create a default file name by adding a File Name.
      6. Add Backup Recipients email addresses. In the event a document fails to upload to Salesforce, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to Salesforce, as well as the customer information and a brief description of why it failed to upload.

Setup for improveit 360

If you are using improveit 360

1. 1. Find Unique Identifier in improveit 360
      1. In improveit 360 there is a section where you can add/edit staff objects. Click Staff at the top of your screen. If you edit one of the users, there will be a URL at the top of the screen that contains ….id=00123456ABCDEFG&….. You will want to copy everything between the id= and before the &. So in this example, you would use 00123456ABCDEFG as the identifier. This is the Object ID of that Staff object inside of improveit 360. We can use this to filter by Sales Rep 1.
   2. Setup the Unique Identifier under Users
      1. Edit an Existing User in SalesPro.
      2. Enter the Unique Identifier for this user from improveit 360 to pull in their appointments.