Salesforce Integration · 2018-10-05 · 2.3 Configure Salesforce Tabs and Opportunities Screen Configure your authorized Salesforce user profiles to see the following Outcome Chains
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Salesforce Integration
Table of Contents 1 Overview ....................................................................................................................... 2
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