AdvocateHub Salesforce integration installation Guide (Referrals 1.0)

Note: this article will cover the steps for installing the AppExchange Package for AdvocateHub if you are using Referrals 1.0. If you are using Referrals 2.0 or Advanced Referrals, see here.



About AdvocateHub Package

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AdvocateHub for AppExchange integrates Salesforce with Influitive’s AdvocateHub. This integration syncs a contact's advocate activity in Salesforce from your AdvocateHub. (For a less technical explanation of the features of the AppExchange Package installation, you can check out this article and this article).

This document explains the process for setting up the AdvocateHub AppExchange with the Salesforce platform. To complete this setup, the AdvocateHub administrator must either have Salesforce administrative privileges or contact your internal Salesforce administrator.

With your AdvocateHub integrated with Salesforce, your sales team will be able to leverage the information collected from advocate activity to enhance the sales cycle.

Note: Due to Salesforce.com restrictions, you are required to have "Integration via Web Services API" turned on. This means that you require Salesforce Enterprise Edition or above. Alternatively, if you have the Professional Edition, you may pay Salesforce an additional fee to have this functionality turned on.


Installing the Influitive AdvocateHub Package in Salesforce

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1. Login to your salesforce.com account as a Salesforce administrator.

2. Install the following package:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000N87A

3. Login to your Salesforce Account.

4. Select Install for All Users and click Install.

5. Once Installation is completed, you will see the following message. Click Done and you're all set!

Please note that if you wish to install the AppExchange package to a Sandbox instance, make sure that you are signed into the Sandbox instance before clicking on the link to install (as per Point 2 above). Otherwise, it will install to your Production instance. 

Entering your Salesforce Credentials in AdvocateHub

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After the AppExchange package is installed, a Salesforce user would need to input their Salesforce username, password, and security token into your AdvocateHub.  

Your AdvocateHub will use these credentials to create new chatter messages, write advocacy activities to the AdvocacyActivities custom object, and create new referral leads.

1. In the AdvocateHub, click on your administrator name in the top right corner of the screen and click on Integrations to go to the integration library.

2. Browse through the integration library until you find the Salesforce integration and click Manage.

Note: Salesforce for Referrals 2.0 integration is only for advanced referrals.

3. To enter your credentials, navigate to the  setup tab, enter the UsernamePassword and Token associated with your Salesforce account. See this article on how to get your Salesforce token and here's how to integrate without a token. Hit Save once you are done. If you would like to switch from Salesforce Sandbox to Production, please submit a ticket to support@influitive.com.

4. When you enter your credentials successfully the saved button will turn green and you will now have access to the Settings tab where you can configure each aspect of the integration. 


Setting up Integration without token?

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If you are trying to set up the SFDC integration without a token, here is the process:

1. Login to SFDC and go to Setup > Security Controls > Network Access.

2. Add Influitive’s IP address (contact support@influitive.com to acquire the IP address) to the list of trusted IP addresses. It can be both the start and the end of the range.

3. Return to the SFDC integration in the AdvocateHub and enter your credentials (without the token).

You may get an error message the first time you save your credentials in the hub as our system is still communicating with SFDC to figure out the connection. If so, please try again and give it a few minutes to authenticate.


Push Leads to Salesforce (Referrals 1.0)

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Now you start to really dive into the integration after your credentials have been set up. To set up your Hub so that referral leads collected from challenges get mapped to Salesforce:

1. Click Push Referral 1.0 Leads to open the accordion menu.

2. To Create only unique leads, and update existing leads, check the box above the list of fields.

3. Set up your mapping so that the Influitive fields match your Salesforce fields.

4. Toggle On/Off button to On.

5. Click Save to save your settings.

Once your settings have been saved, the save button will turn green and have a tick inside it. 



Track Leads Automatically

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If you wish for your referrals to be tracked automatically in the hub, simply toggle this switch to On. When the lead/opportunity status changes in Salesforce, it will also change in the hub. For more information on this, see here


Create Chatter Messages

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To sync up your Hub with Chatter, switch the button to the On position.


Sync Advocacy Activities

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To sync your advocacy activities in the Hub with Salesforce, switch the button to the On position.


Automatic Contact Lookup

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If you wish, you can add a custom SOQL query to specify which data, in addition to matching email address, will need to appear on the contact's record for it to sync with Influitive e.g. Advocate_c = TRUE (this is just an example).

If not, leave the field blank and click on  Save


Automatic Customer Data Import from Salesforce

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AdvocateHub can import advocates from Salesforce.com on a nightly basis. In this update, new advocates could be created, or existing advocates would be updated with the information specified in Field Mapping 

1. Click on Automatic Customer Data Import and allow the configuration window to collapse. 

2. Toggle the switch to On

3. Specify a query for importing new and existing advocates. To import information about existing advocates you should place the following query in the input area: AdvocateHub__Date_Added_To_AdvocateHub__c  != null 

4. Set up your mapping so that the Influitive fields match your Salesforce fields.   

Remember: if you want to add mapping to custom fields in Salesforce, you'll need to type in the API names of those custom fields, not their display names. 

5. Click Save to save your settings.

The integration on the Influitive Hub side is now complete. The next steps outline what you need to do in your Salesforce instance.


Modifying the Page Layouts in Salesforce

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After installing and deploying the AppExchange package, a Salesforce administrator will need to modify the Opportunity and Contact Layouts. You will need to modify the page layout for Opportunities to display the Request a Reference button and the Contacts page layout to display Advocacy Activities.

For further information on modifying Salesforce Page Layouts, please visit this Salesforce Help Page.


(Required) Adding Advocacy Activities to the Contact Layout

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1. In Salesforce, go to Setup > Customize > Contacts > Page Layouts.

2. Select Edit next to the page layout your Salesforce users use for managing contacts.

3. Select Fields and drag and drop Date Added to AdvocateHub to the preferred section of the contact layout. 

4. Select Related Lists and drag and drop Advocacy Activities to the preferred section of the contact layout.

5. Modify the Advocacy Activities properties and add the following to the layout:

  1. Status
  2. Challenge Type
  3. Opportunity
  4. Prospect
  5. Last Activity Date

6. Sort the advocacy activities by Last Activity Date descending.

7. Save the Contact Layout.


(Optional) Adding Advocacy Activities (Prospects) to the Contact Layout

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This section of the contact record displays reference activities and their status for a prospect that has requested a reference.

1. In Salesforce.com, go to Setup > Customize > Contacts > Page Layouts

2. Select Edit next to the page layout your Salesforce users use for managing contacts.

3. Select Related Lists and drag and drop Advocacy Activities (Prospect) to the preferred section of the contact layout.

4. Modify the Advocacy Activities properties and add the following to the layout:

  1. Status
  2. Challenge Type
  3. Opportunity
  4. Contact
  5. Last Activity Date

5. Sort the advocacy activities by Last Activity Date descending.

6. Save the Contact Layout


Adding the Nominate Contact Visualforce page to the Contact Layout

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This Visualforce page on the Contact Layout allows Salesforce users to nominate contacts to become advocates in the AdvocateHub. Nominated users will appear in the Nominees list, along with the name of the Salesforce user who nominated them. From there, the AdvocateHub Administrator can choose to send them an invitation to join the program.

1. In Salesforce.com, go to Setup > Customize > Contacts > Page Layouts

2. Select Edit next to the page layout your Salesforce users use for managing contacts.

3. Select Visualforce Pages and drag and drop NominateContact to the preferred section of the contact layout.

4. Save the Contact Layout.


Adding the Referred By Visualforce page to the Lead Layout

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This Visualforce page on the Lead Layout shows a snapshot of the Advocate profile of the advocate who refers a lead through the AdvocateHub. These referring advocates will not necessarily be contacts in Salesforce; in that case the Visualforce page can still surface their information to the Salesforce user. 

1. In Salesforce.com, go to Setup > Customize > Leads > Page Layouts

2. Select Edit next to the page layout your Salesforce users use for managing leads.

3. Select Visualforce Pages and drag and drop Referred By to the preferred section of the Lead layout.

4. Save the Lead Layout.


(Optional) Adding Request a Reference Button to Opportunity Layouts

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The Request a Reference button allows sales agents within Salesforce to request a reference for opportunities currently in the sales cycle. You can check out this article for more detailed information on this feature of the package. 

To add the button to the layout:

1. In Salesforce.com, go to Setup > Customize > Opportunities > Page Layouts.

2. Select Edit next to the page layout your sales team uses for managing opportunities.

3. Select Buttons and drag the Request a Reference button to the custom button section of the opportunity layout.

4. Save your changes to the opportunity layout.



Map Referral Source to Account/Opportunity Field

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When an advocate suggests a contact in a referral form, the AdvocateHub automatically creates new leads in Salesforce with the name of the advocate in the Referral Source lead field. It would be a good practice to map this field to an account field or opportunity field in Salesforce to close the loop on an advocate's referral activity.

To map fields upon lead conversion:

1. In Salesforce, go to Setup > Customize > Leads > Fields

2. Click on the Map Lead Fields button.

3. Map the Lead field Influitive Referral Source to a Referral Source on the Account (alternatively you can map this field to an opportunity field)

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