Integrate with Salesforce

Overview

Incentivize your sales reps to use Salesforce more consistently and effectively by providing a one-click value statement that your reps can use to position themselves as true challengers to their prospects. Your reps will close more deals faster, and you will get the coveted data you need to perform insightful win/loss analysis to optimize your team’s future efforts.

Typical Workflow

Data flow

Data flow, e.g. loading data from and saving data to Salesforce, is the core of ValueCore Salesforce integration. Loading data is useful when you already have valuable information in Salesforce that can be used as input fields to a value statement (a Visualizer). Saving data is useful when your value statement produces interesting information not already available in Salesforce. In either case, you must give ValueCore access to transfer data (called remote access), and create a mapping that defines:

1. Which pieces of data should be transferred between ValueCore and Salesforce such as:
   1. Account Name > Visualizer Name
   2. Opportunity Name > Visualizer Description
   3. Opportunity Total Incremental Revenue (new custom field) > Visualizer Total Incremental Revenue

   4. Etc…

      
      
2. When those pieces of data should be transferred

   1. i.e. Account Name when loading, but not saving

      
      
3. Whether your reps can opt out of certain data transfers

   1. i.e. Account Name this time, but not another time (user is given a chance to uncheck it)

      
      
4. Whether the data should flow automatically

i.e. Save Total Incremental Revenue to Salesforce any time the user saves the Visualizer

Step-by-Step Guide

Creating Salesforce Connected APP

Navigate to Apps

1. Click Setup.

   
   

2. Type Apps Manager in the Quick Search field.

   
   
3. Click New Connected App.

Enter Basic Information

1. Connected App Name 

   
   

2. API Name

   
   

3. Contact Email

   
   
   

API (Enable OAuth Settings)

1. Click to select the Enable OAuth Settings checkbox.

   
   

2. Callback URL > https://www.visualize-roi.com/vr/salesforce/oauthcallback

   
   

3. From the Available OAuth Scopes, click the Add button to select the following for Selected OAuth Scopes:

   
   
1. Manage user data via APIs (api)
2. Manage user data via Web browsers (web)

3. Perform requests at any time (refresh_token, offline_access)

   
   

4. Click to uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox.

   
   
5. Click the Save button.

6. Click Continue.

Connecting New Salesforce App with ValueCore

1. Follow the steps to Access the Manage Organization Page.

2. Click Salesforce Instances.

3. Click Connect to New Instance.

4. Click Manage Consumer Details to access Consumer Key and Consumer Secret.

5. Click Copy to copy the Consumer Key and Consumer Secret.

6. Paste the copied details in the Consumer Key and Consumer Secret fields on the ValueCore platform.

   
   

7. Select Production from the Environment drop-down list, if connecting with a non-sandbox Salesforce account. Select Sandbox if connecting with the Sandbox Salesforce account.

   
   

8. Click Connect.

   
   
9. If the following error message appears, it means that the Salesforce Connected App is not fully activated. Please wait for at least 5-10 minutes and try again 

error=invalid_client_id&error_description=client%20identifier%20invalid

10. On the Allow Access? page in Salesforce, click Allow.

    
    

11. Now get ready to map Salesforce fields with ValueCore fields.

    
    

Field Mapping

1. Follow the steps to View a Visualizer Type.

2. Click Salesforce on the Visualizer Type page.

   
   
   
   

3. On the Salesforce Mappings page, click Create New Salesforce Mapping.

4. Enter name in the Name field.

   
   

5. Select Salesforce Instance.

   
   

6. Click Create.

   
   

7. Select Primary Object.

   
   
8. Under Opportunity, click Map Item to start mapping.

9. Choose the ValueCore system field or variable.

10. Choose Salesforce Field.

    
    

11. Indicate whether the data flow is bi-directional, coming from Salesforce, or going to Salesforce.

    
    

12. Click Create.

    
    
    

Load Data from Salesforce using a Specific Visualizer Type

URL:   /vr/api/salesForce/flowsalesforce/id//vt/:VTID/sfid/:SFID/redirect/newui/v_id_field/:fieldName

Method: GET

Response: 

The user will be redirected to a visualizer with data loaded from Salesforce. 

Update Visualizer from Salesforce

URL:/vr/api/salesForce/flowsalesforce/id/:id/vt/:VTID/sfid/:SFID/redirect/newui/v_id_field/:fieldName

Method: GET

Response:

The user will be redirected to a visualizer with data updated from Salesforce.