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Salesforce Integration
Table of Contents 1 Overview ....................................................................................................................... 2
2 Why integrate Salesforce? .............................................................................................. 2 2.1 Install Outcome Chains Salesforce Package .........................................................................3 2.2 Setup Custom Setting Configuration ...................................................................................4 2.3 Configure Salesforce Tabs and Opportunities Screen ...........................................................6 2.4 Configure Remote Site Setting ............................................................................................8 2.5 Add Salesforce Users to Outcome Chains ............................................................................8 2.6 Schedule Outcome Chains Data Sync Job ............................................................................9
3 Key Features ................................................................................................................ 10 3.1 Outcome Chains Admin .................................................................................................... 10 3.2 My Outcome Chains ......................................................................................................... 11 3.3 Outcome Chain Templates ............................................................................................... 11 3.4 Opportunities Tab ............................................................................................................ 11
1 Overview
Outcome Chains-Salesforce integration allow users to connect outcome chains from the
OC platform to their opportunities in SFDC. Uses will be able to access the connected
outcome chains directly from their SFDC Opportunities screen. Post integration, users
will see four new tabs:
My Outcome Chains – For end users
My Outcome Chain Templates – For end users
Opportunities – For end users. Typically, outcome chains will be added as a
section in opportunities screen.
Outcome Chains Admin – For the Salesforce Administer only
2 Why integrate Salesforce?
The integration will allow users to select and link outcome chains from the OC platform
to their SFDC opportunities. Users will also be able to access the outcome chains from
their Salesforce screens!
How to integrate Salesforce
The integration process is very simple and will not require any development time. Once
the integration is complete, users will immediately be able to view outcome chains in
Salesforce and apply it to their opportunities.
Requirements
To be able to integrate Outcome Chains and Salesforce, users must:
Have an Outcome Chains Admin license
Have a Salesforce account (No Salesforce API Access is required)
Have permission to install Packages into Salesforce
Salesforce – Outcome Chains users must also be registered users of Outcome
Chains
2.1 Install Outcome Chains Salesforce Package
Log in to your team’s admin portal and select Integration from the navigation panel to begin to install the Salesforce package.
Important: Please note that this integration will not access your Salesforce API or make
Salesforce API requests.
2.2 Setup Custom Setting Configuration
1. On the Build-> Develop-> Custom Settings screen, click on the “Manage” button.
2. Click on the “New” button and add your configurations.
The configurations below are sample data. Please configure what you expect.
Apply the following configuration values:
API Key is your Outcome Chains API Key Create an Outcome Chains API Key in the Outcome Chains Admin screen below.
API Secret is the password of your API Key
Note: Outcome Chains app authorizes Salesforce to access your Outcome Chains
account via API Key and API Secret.
Base House URL is https://api.outcomechains.com (Production) or
https://apisandbox.outcomechains.com (for Testing)
Cron Expression is the frequency to run the scheduled data sync job. You can run
it every 15 minutes, 30 minutes, 60 minutes, etc. based on your team’s
preference.
Note: We recommend to run it every 30 minutes. As an example, “0 30 * * * ?”
means to run the data sync job every 30 minutes.
o Reference the cron syntax here:
https://developer.salesforce.com/docs/atlas.en-
us.apexcode.meta/apexcode/apex_methods_system_system.htm?searc
h_text=cron
TeamID is your Team ID value found in the Outcome Chains app.
Obtain your Team ID here:
2.3 Configure Salesforce Tabs and Opportunities Screen
Configure your authorized Salesforce user profiles to see the following Outcome Chains tabs. Go to Build-> Create-> Apps and select your desired app. Example “Sales” and add the following tabs:
o My Outcome Chains tab o Outcome Chain Templates tab o See example below:
Configure your authorized Salesforce Admin user profiles to see the following tab: (go to Build-> Create-> Apps)
o Outcome Chains Admin tab Configure the Opportunities tab
o Allow users to see “Outcome Chains” section. Go to Setup-> Build-> Customize-> Opportunities-Page Layouts
Select a layout to edit. Ex: Opportunities Layout Move the “Outcome Chains Playbook” related list control to your
desired location.
Configure the Outcome Chains section o Choose the proper columns. We recommend to use the
following columns:
o Add a button for the Outcome Chains Playbook. Place the button (in this page layout) at your desired location.
Note: The “Add Outcome Chains” button can only be added in the Opportunities detail section.
2.4 Configure Remote Site Setting
Go to Setup-> Administrator-> Security Control-> Remote Site Setting.
Add https://app.outcomechains.com and check the “Active” flag.
2.5 Add Salesforce Users to Outcome Chains
In order for each Salesforce user to access Outcome Chains, they must be added as a user in the Outcome Chains app and configured with their Salesforce login. The Team Admin can perform the configuration using Outcome Chains user management screen within the admin portal. The CRM username must match the salesforce username.
2.6 Schedule Outcome Chains Data Sync Job
You can schedule Outcome Chains data sync via the Outcome Chains Admin page.
After scheduling the data sync, you can view the scheduled job by going to Setup-> Monitor-> Jobs-> Scheduled Jobs
Note: It is important that you delete the previous data sync job prior to rescheduling. Click the “Del” button to delete or delete via the “Abort Schedule” button in the Outcome Chains Admin page.
3 Key Features
Post installation, users will see the following tabs
1. Outcome Chains Admin
2. My Outcome Chains
3. Outcome Chain Templates
4. Within the Opportunities Tab – “Outcome Chains Playbook” section
3.1 Outcome Chains Admin
This tab should only be configured and made available to the Salesforce
Administrator(s).
Schedule Chain Sync is to schedule a data sync job to retrieve outcome
chains from Outcome Chains to Salesforce. During the data sync, the
following rules are applied:
o If a Chain is created in “Outcome Chains”, it will be created in Salesforce
o If a Chain is deleted in “Outcome Chains”, it will be deleted in Salesforce.
If there are Opportunities associated with the deleted chains, the
Opportunity-Chain connections are deleted as well.
o If a Chain is updated in “Outcome Chains”, it will be updated in Salesforce.
Abort Schedule is to remove a scheduled job. The option will be available after
the sync job is scheduled.
For Testing: Manually Sync Chains is used during testing. Instead of waiting for
the data sync job to be completed, the manual sync immediately retrieves and
sync the chains to Salesforce.
For Testing: Manually Remove Chains is used for testing to manually remove all
chains and resync to Salesforce.
o Caution: Use this with extreme caution. When a chain is deleted in
Salesforce, its relationship with the opportunity will also be deleted. You
should only use this feature during testing.
3.2 My Outcome Chains
This tab is available to users who must also have accounts in Outcome Chains app. All
outcome chains created by the user will be available in this tab.
3.3 Outcome Chain Templates
This tab is available to users who must also have accounts in Outcome Chains app. This
tab contains all outcome chain templates belonging to your team.
3.4 Opportunities Tab
One or more outcome chains may be added to an opportunity. Users can access
outcome chains directly from the opportunity.
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