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Setup of Salesforce plugin for
Tripolis Dialogue Version 3.8.2
08 Fall
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SUMMARY We are happy to announce the 3.8 release of the Salesforce plugin for Tripolis Dialogue. With the plugin it is now possible to upload contacts to Tripolis Dialogue and send emails to single contacts, leads and groups, all done from within Salesforce itself. We have also made reporting available for the mailings sent from Salesforce. This document covers the installation of the package and the setup of the plugin. We will explain how to install the plugin, set up the rights per user group, setup the synchronization to Tripolis Dialogue and place the interface buttons on the different Salesforce screens. Besides this we will explain the steps to automatically synchronize your contacts and leads to Tripolis Dialogue. For the explanation how to upload the contacts / leads and publish mailings, I refer to the Salesforce User Manual.
Index: SUMMARY 2
INDEX: 2
INSTALL THE PLUGIN 3
SETTING UP THE SYNCHRONIZATION TO TRIPOLIS DIALOGUE: 6
ALLOW THE APP TO ACCESS THE TRIPOLIS API 6 SETTING UP THE CREDENTIALS TO CONNECT TO THE TRIPOLIS API 7 MAPPING THE TRIPOLIS DATABASE WITH SALESFORCE 7
ADDING CUSTOM BUTTONS & TABS TO THE SALESFORCE INTERFACE 10
PLACING THE BUTTONS ON THE CONTACT SEARCH, LEADS AND ACCOUNT SCREENS 10 CONTACT SEARCH LAYOUT 10 LEEDS LIST VIEWS: 11 ACCOUNTS VIEWS 11 THE RESULT 11 SEND TRIPOLIS EMAIL BUTTON IN CONTACTS AND CAMPAIGNS. 12 CONTACT VIEW: 12 CAMPAIGN AND ACCOUNTS VIEW: 13 CUSTOM TABS: 13 CREATE A NEW VIEW: 14
APP SETUP 17
CUSTOM APP EDIT 17 CUSTOM SETTINGS 17
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Install the plugin You can find the plugin in the Salesforce App Exchange. When installing the plugin you will be led through a wizard where you can set the rights for all the user groups. Shortcut to the App Exchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4xhOEAR Setting up the plugin
1. On the first screen you can select the rights the plugin will have in Salesforce. Please leave the rights as they are and press next.
2. In step 2, you can define the rights that each user group has to the plugin. When selecting [Install for Specific Profiles], you get an extensive list of all the user groups for which you can define the rights to the plugin specifically. Note: it is important to have created the user groups before installing, otherwise these will need to be set manually afterwards for each user group you want to use the plugin for.
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3. After pressing [Install] in step 3, the plugin will install. This can take a few minutes.
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After the installation is finished you can go to the plugin by selecting it in the dropdown from the app menu.
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Setting up the synchronization to Tripolis Dialogue:
Allow the app to access the Tripolis API To allow the app to connect to Tripolis, first we need to grant this app access to an external URL.
1. Go to the [Setup] in Salesforce, then to [Security Controls] and [Remote site settings]. 2. Create a [New Remote Site].
• Example URL: https://td42.tripolis.com
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Setting up the credentials to connect to the Tripolis API To create the connection to Tripolis, credentials need to be defined. To do this, go to [Tripolis Dialogue Setup] to add a new connection.
1. Fill in the credentials to access your Tripolis environment. • This user needs to have API 2.0 rights. These rights can only be set by Tripolis Solutions. • Example URL: https://td42.tripolis.com
2. After pressing submit, the username and password are checked. A check is also done to see if the Tripolis Dialogue version is 3.14 or newer.
Mapping the Tripolis database with Salesforce When you’re still in the Tripolis Dialogue Setup in Salesforce, you can see the link you just created as shown below. By clicking [Configure] you can start the mapping of the databases. It is a prerequisite that the Salesforce ID field needs to be mapped to the key field of the Tripolis database.
1. After clicking configure, you will see all the databases in your client that the API user has rights to. 2. Click [Open] for the database that you would like to map.
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3. Go to [Mapping] and map the fields from the Tripolis database with the Salesforce Database(s). You can both map the Salesforce Lead database and the Contact database to the same Tripolis Database. When a lead converts to a contact, this will be synchronized automatically.
4. After pressing save, you will go to the Lead Synchronization screen where you press Full Sync now to start the initial synchronization. After this is sync is done you can schedule the incremental sync to update any changes done in Salesforce to Dialogue.
To check the status of the Full Sync, you can go to the Apex jobs and see how far the sync is. This can be found in Setup – Administration setup – Monitoring – Apex jobs (Dutch: Set-‐up beheer – Controleren – Apex-‐taken). When there are errors in the sync proces this can be because of mapping issues and field vallues that do not meet the validation. You can find all the errors of the syncronization in the Tripolis Sync status tab. This tab first needs to be activated. You can do this by pressing the + in the menu bar ans selecting the Tripolis Sync status tab from the list of available tabs.
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5. After a succesfull Full Sync, you can start the incremental sync scheduling. Leads and contacts each have their own (separate) sync frequency. Schedule synchronization.
• This can be daily, weekly, monthly or custom. • With the custom Cron String you can increase the synchronization to the maximum of once an
hour. More info on cron: http://www.thegeekstuff.com/2009/06/15-‐practical-‐crontab-‐examples/ and http://en.wikipedia.org/wiki/Cronjob
• Example cron jobs: i. Schedule a Job for Specific Range of Time (e.g. Only on Weekdays)
If you wanted a job to be scheduled for every hour with in a specific range of time then use the following. This example checks the status of the database everyday (including weekends) during the hours between 9 a.m – 6 p.m 0 0 09-‐18 * * *
ii. This example checks the status of the database every weekday (i.e excluding Sat and Sun) during the working hours 7 a.m – 6 p.m. 0 0 7-‐18 ? * MON-‐FRI
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Adding custom buttons & tabs to the Salesforce interface In this chapter we will place the buttons for importing and sending emails in the different Salesforce screens. This way you will be able to import contacts to groups and publish mailings from Salesforce through Tripolis Dialogue. There are three different buttons that can be placed: [Tripolis group], [Send Tripolis email] and [Communication History].
Placing the buttons on the Contact search, Leads and Account screens The buttons can be placed by following the actions displayed in the screens below. Add the buttons by selecting them and pressing Add.
Contact search layout
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Leeds list views:
There are two screens where the buttons can be added: ‘Search results’ and ‘Lead list view’. Press edit for each page to add the buttons in the same way as shown for the ‘Contact search layout’.
Accounts views
The same buttons can be placed for the Account list view. Select the buttons in the same way as shown before and press save.
The result Contact Search Layout view:
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Send Tripolis email button in Contacts and Campaigns. It is possible to send a mail to a single contact from the contact screen or send to multiple people from campaigns. To use these functions, the buttons need to be placed in the relevant pages, which can be done from the page where you want to place the buttons on.
Contact view:
In the contact view you can also add the [Tripolis Communication History] button for a contact. Click on [Edit Layout], go to [Buttons], and drag and drop the button(s) to the custom button location.
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Campaign and Accounts view:
From the Campaigns and Accounts pages you can send mailings to your contacts. To place the [Send Tripolis mail] button you can click on the Edit Layout button and follow the same steps as shown above.
Custom tabs:
Through SF’s set up there’s the option of adding creating a custom tab, tabs are the items one sees when clicking the + on the highest tab level:
In this example we are adding the Tripolis Sync Tab tab, this tab can be very helpful when debugging Go to: Setup > App setup > Create > Tabs
Step 1:
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Skip step 2 (click Next) Step 3:
Create a new view:
In this example we will create an additional (error) view, such views can be very useful for debugging. Step 1:
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Step 2:
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Granting Tripolis access to your SF account: When you would like Tripolis Solutions to assist you in installing/debugging the setup of your environment, you can grant the plugin access to your environment for a specific time period. The image below shows how to do this.
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App Setup Custom app edit
App Setup > Create > Apps > select Tripolis Dialogue in Apps overview.
Custom Settings
Create and manage custom data, profile, and user levels. E.g. Batch Execution count. App Setup > Develop > Custom settings > e.g. Tripolis Dialogue Database.