Salesforce Lightning: Installing AppExchange Package for the first time

About AdvocateHub Salesforce Package 3.529

This AppExchange Package is the newest and latest version (Version 3.5) and it includes the following items:

• Compatibility with Salesforce Lightning and Salesforce Classic
• Improved Nomination button tool and MultiHub support
• Improved Reference Request tool and MultiHub support
• New Acts of Advocacy Object and MultiHub support
• New Salesforce Dashboard Reports
• Consistent labels and naming for the components
• Customizable Nomination button and new Hub flow for contact nomination

Installing the Influitive AppExchange Package 3.529

AppExchange Package Link

1. Login to your salesforce.com account as a Salesforce administrator.
2. Open a new tab and click on the following link to install the following package:
   1. Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3o0000011PwT&isdtp=p1https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B3GQGEA3
   2. Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3o0000011PwT&isdtp=p1

3. Select Install for All Users and click Install or Upgrade.

   

4. Once Installation is completed, you will see the completion message or email. Login to your Salesforce to check if the package version (Setup > Platform Tools > Installed Packages > Package Name: AdvocateHub > Version Number 3.+).

Connect Salesforce Environment and the Hub

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

1. In the AdvocateHub, click on the Gear icon 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.
3. To enter your credentials, navigate to the Setup Tab and click Authenticate to start and you will see the following page. Choose the Auth Method: Standard vs OAuth 2.

4. 

5. Choose the Target Environment for the Salesforce instance you're connecting, either Production or Sandbox instance. It is currently not possible to connect to both instances at the same time. However, you may switch the instance and re-authenticate at any time.
6. Next, enter the Username, Password, Token and Organization ID associated with your Salesforce account. Please make sure the Organization ID is correct and that the connected integration user has the following Salesforce: Required Field Permissions:
   1. How to find your Token: Go to Settings on Salesforce under your Admin avatar > Reset My Security Token > Click on the Reset Security Token button. You will be sent an email to your inbox containing the token.
   2. How to find your Organization ID: To find Organization ID, go to Salesforce Setup > In the Quick Find Search, type Company Information.
   3. How to connect without a token: 
      1. Login to Salesforce and go to Setup > Security > 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 Salesforce integration in the AdvocateHub and enter your credentials (without the token).
      4. 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.
7. Under App Exchange Version, please select version 3.5. Once all the data is confirmed, please hit Save to authenticate the integration.
8. If you run into any issues or received any error messages, please consult our Salesforce Errors and Troubleshooting documentation. If you can't find the answer to the issue, please take a screenshot of any error messages you've received and send an email to support@influitive.com.

Page Layout Changes Checklist:

1. Contacts Layout:

   - Add Contacts Converted Details (Visualforce Page)

   - Add Date Joined and Date Added to AdvocateHub fields

   - Add Influitive Acts of Advocacy Component (Related List)

   - Add Reference Received via Influitive

2. Accounts Layout:

   - Add Influitive Acts of Advocacy Component (Related List)

   - Add Reference Received via Influitive

3. Leads Layout:

   - Add the following fields: Referral ID, Influitive Referral Source, Referrer Company, Contact, Email, Name

4. Opportunity Layout:

   - Add Referral ID field (Only if you're planning to convert Referral Lead to an Opportunity record)

   - Add the Reference Request tool

   - Add Reference Received via Influitive

Contacts Page Layout

To start, go to Contacts > Select a contact record > Click on the Gear icon > Edit Page. The following components are provided from the AppExchange Package:

Contacts Converted Details / Nominate Button

This widget will outline the Contact details in the Hub (e.g. email, Current Points, Lifetime Points, Level, Nominated By).

1. Select ContactDetailComponent and drag and drop it on the page. (Anywhere you like).

   

2. Once you're happy with the location, click Save to save the layout.

3. Here's what the component should look like if the contact is added to the Hub:

   

4. Here's what the component should look like if the contact has not been added to the Hub:

   

Date Joined AdvocateHub and Date Added To AdvocateHub

These fields will auto-update whenever the contact is added or joined the AdvocateHub.

1. Go to Object Manager > Contacts > Page Layout > Click the Layout that will be used

2. Select Fields > Drag Date Joined AdvocateHub and Date Added To AdvocateHub fields to the area that you prefer.

   

3. Click Save to save the changes to the Layout.

Influitive Acts of Advocacy Object

This custom object will list all the acts of advocacy activities that the contact completed in the Hub.

1. On the same page > Select Related Lists > Drag and drop Influitive Acts of Advocacy to the area that you prefer.

   

2. Once added, click on the wrench icon on the component. In this window, please add the following fields to display in the Influtive Acts of Advocacy Object. Click OK once you're done.
   -  Acts of Advocacy Name (Required) - This describes the act of advocacy completed by the advocates. 
   -  Advocacy Type - https://support.influitive.com/article/619-acts-of-advocacy-types-and-reporting-category
   -  Source Title - This would be the challenge's name where the act of advocacy came from. 
   -  Date Occurred - This is the date and time the act of advocacy occurred in the Hub.
   -  Prospect - If you are using the Reference request tool, this column will show the prospect's name that the contact completed a reference for from the Hub. If you are not using the Reference Request tool, you may skip adding this field column.
   -  Content - The Challenge or Discussions responses content. 
   

   Please Sort By: Date Occurred (Descending)
   

3. Click Save to save the changes to the Layout.
4. Once saved, try and search for a Contact record > Click the gear icon > Edit Page
5. Click on the Related List area where you've placed the Acts of Advocacy Component > On the right-hand side of the screen, under Related List Type > Enhanced List. This will display the columns that you've selected. Click Save once you're done.
   
   
6. Once done, it should look like this:

   

References Received via Influitive Object

This custom object will list all the reference request challenges that the contact has completed. This is related to the Salesforce: Reference Request feature that is an additional fee. If you don't have this tool in your contract, please skip this step.

1. In the same page > Select Related Lists > Drag and drop References Received via Influitive to the area that you prefer.

   

2. Once added, click on the wrench icon on the References Received via Influitive component.
3. In this window, please add the following fields to display in the Acts of Advocacy Object. Click OK once you're done.
   -  Acts of Advocacy Name (Required) - This describes the act of advocacy completed by the advocates. 
   -  Advocacy Type - https://support.influitive.com/article/619-acts-of-advocacy-types-and-reporting-category
   -  Source Title - This would be the challenge's name where the act of advocacy came from. 
   -  Date Occurred - This is the date and time the act of advocacy occurred in the Hub.
   -  Contact - This field will show which Salesforce contact (Hub member) that completed the reference request challenge for this Salesforce prospect contact.
   -  Content - The Challenge or Discussions responses content.
   -  Program Name - This will show the name of the Hub where the activity happens.
   
   Please Sort By: Date Occurred (Descending) 
   
   
4. Click Save to save the changes to the Layout.

Accounts Page Layout

To start, go to Object Manager > Accounts > Page Layout > Click the Layout that your Salesforce users use. The following components are provided from the AppExchange Package:

Influitive Acts of Advocacy Object

This custom object will list all the acts of advocacy activities that the contacts in the Account have completed in the Hub.

1. Select Related Lists > Drag and drop Influitive Acts of Advocacy to the area that you prefer.

   

2. Once added, click on the wrench icon on the Acts of Advocacy.
   

   

3. In this window, please add the following fields to display in the Acts of Advocacy Object. Click OK once you're done.
   - Acts of Advocacy Name (Required) - This describes the act of advocacy completed by the advocates. 
   - Advocacy Type - https://support.influitive.com/article/619-acts-of-advocacy-types-and-reporting-category
   - Contact - This is the contact record the completed the acts of advocacy. 
   - Source Title - This would be the challenge's name where the act of advocacy came from. 
   - Date Occurred - This is the date and time the act of advocacy occurred in the Hub. 
   -  Prospect - If you are using the Reference request tool, this column will show the prospect's name that the contact completed a reference for from the Hub. If you are not using the Reference Request tool, you may skip adding this field column.
   - Content - The Challenge or Discussions responses content.
   
   Please Sort By: Date Occurred (Descending)
   

   

4. Click OK and click Save to save the changes to the Layout.
5. Once saved, try and search for an Account record > Click the gear icon > Edit Page
6. Click on the Related List area where you've placed the Acts of Advocacy Component > On the right-hand side of the screen, under Related List Type > Enhanced List. This will display the columns that you've selected. Click Save once you're done.
   
7. Once set, it should look like this: 
   

   

References Received via Influitive Object

This custom object will list all the reference request challenges that the contact has completed. This is related to the Salesforce: Reference Request feature that is an additional fee. If you don't have this tool in your contract, please skip this step.

1. Head over to the Lightning App Builder and drag and drop "ReferencesRelatedListCmp" over to the layout and Save the page

   

Leads Page Layout

To start, go to Object Manager > Leads > Page Layout > Click the Layout that your Salesforce users use. The following components are provided from the AppExchange Package:

1. Under Fields > Drag and drop the following fields to the preferred area of the layout
   1. Referral ID (appexchange) - Required
   2. Influitve Referral Source - Recommended
   3. Referrer Company, Contact, Email, Name - Optional
2. Click Save to save the changes to the Layout.

Opportunity Page Layout

To start, go to Object Manager > Opportunity > Page Layout > Click the Layout that your Salesforce users use. The following components are provided from the AppExchange Package:

Referral ID (appexchange)

1. You are required to add this field if your Referral Lead from Influitive Hub in Salesforce converts into an Opportunity.
2. Under the Fields > Drag and drop Referral ID (appexchange) field to the appropriate area of the layout.
3. Click Save to save the changes to the Layout.

References Received via Influitive Object

This custom object will list all the reference activities for the Opportunity.

1. Go to the Related List > Drag and drop References Received via Influitive

2. Click on the wrench icon > Add the following fields:

   - Advocacy Type

   - Act of Advocacy Name

   - Channel

   - Contact

   - Content

   - Date Occurred

   - Prospect

   - Source Title

   - Requested By

Reference Request Tool

1. Go to the Opportunities tab and select an Opportunity record.

2. Click on the Gear and select Edit Page option.

   

3. Create a new tab for Request a Reference

   

4. Search for the Custom - Managed menu on the left-hand side and drag and drop RequestReferenceComponent to the tab you have just created.

   

5. Click Save. You may need to wait a few minutes for the Preview to load. Once loaded, check the Opportunity Record to see the changes you've made.

   

6. All done! To see the Hub members and Reference requestor experience on using the Reference Request Feature as well as the best practice for this feature, please follow the following article - Salesforce: Reference Request

Salesforce-Influitive Individual Feature Setup

Great! The Salesforce instance is now ready to be populated with content from Influitive Hub. Please continue the setup on the Influitive Integration by going through the following articles for the Salesforce integration features that you're looking to enable in the Hub.

1. Salesforce: Push Acts of Advocacy
2. Salesforce: Reference Request
3. Salesforce: Automatic Customer Data Import
4. Salesforce: Nominate button / Converted Contact details
5. Salesforce Dashboards
6. Salesforce: Push Referrals 2.0