Salesforce / i360

The Salesforce (Improveit 360) integration allows the following information to be exchanged with Leap:
  • 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 sending rules.
  5. Configure Results sending rules.
  6. Configure Credit App Upload 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 Leap.
  1. Go to Integrations > Salesforce.
  2. Switch on the Enabled switch.
  3. Enter the Salesforce username and password.
  4. 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.
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Activate Appointments Integration

Leap 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 App Settings > Appointments.
  2. Choose Salesforce as your source for appointments.
  3. Under the Salesforce Query click the Responsive image button.
  4. Click Save.
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Add Salesforce Login Credentials

In order for Leap 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 Responsive image button.
  4. Select Salesforce from Endpoint dropdown.
  5. Enter the user’s Salesforce Username and Password.
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Configure Document Sending Rules

Leap will upload any documents such as Contracts, Proposals, or Custom Documents sent from the Leap application to Salesforce. The following steps are for Contract Sending. The same steps apply to Proposal Sending or any other document type.
  1. Go to App Settings > Contract Sending.
  2. Select Salesforce from the API drop-down menu.
  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.
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Configure Results Sending Rules

Leap allows Sales Reps to result an appointment in the App and have the results automatically updated in Salesforce. Leap will also generate a Results report with a summary of the estimate. The following information for results will be updated: Lead Results: Leap will pull the Lead Result options entered in Salesforce for sales reps to select. (For Example: Demo Not Sold, Demo Maybe, etc..) Result Reasons: Leap will pull the Result reasons entered in Salesforce for sales reps to select. (For Example: Appointment Cancelled, Too Expensive, etc..)
    1. Go to App Settings Results.
    2. Select Salesforce from the API drop-down menu.
    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)
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    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__Results__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__Results__c)
      5. Toggle the Required switch to make this field required.
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Configure Credit App Upload Rules

Leap will upload any credit applications sent from the application to Salesforce.
      1. Go to App Settings > Credit App Upload.
      2. Select Salesforce from the API drop-down menu.
      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 i360

If you are using i360 your Salesforce users will not have their own credentials. They are considered Staff Objects and are set up differently. These can be set up in Leap using the Unique Identifiers of the Staff Objects.
    1. Find Unique Identifier in i360
      1. In i360 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 i360. We can use this to filter by Sales Rep 1.
    2. Setup the Unique Identifier under Users
      1. Edit an Existing User in Leap.
      2. Enter the Unique Identifier for this user from i360 to pull in their appointments.