Overview

This article provides instructions on how to install and configure the Influitive Lifecycle AdvocateHub Package on Salesforce, including setting up custom events in Influitive and configuring Process Builder flows in Salesforce.

Information

The Influitive AppExchange package integrates with Salesforce to allow recognition of advocacy actions within Influitive based on Salesforce data. This includes logging custom events and completing API-based challenges.

Installing the AppExchange Package

To install the package in your Salesforce Sandbox or production environment, use the following URLs:

• For Salesforce Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1a00000025C4
• For production Salesforce environment: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1a00000025C4

Configuring the Custom Settings

After installation, configure the "Influitive API" custom settings in Salesforce with your API credentials. Follow these steps:

1. Navigate to Settings --> "Custom Settings" (under the Custom Code heading).
2. Find "Influitive API" in the list and click "Manage".
3. Edit Authorization and enter your authorization token.
4. Repeat for entering your "X_ORG_ID" token.

Configuring Custom Events in Influitive

Create custom events in Influitive to log activities via the API. Detailed instructions can be found in the Influitive documentation.

Configuring Process Builder Flows in Salesforce

Utilize Process Builder to automate tasks and enable communication with the Influitive Events API. Define an "Apex" action in the step definition to create a step that communicates with Influitive.

Process Builder Flow Options

There are several class options for configuring Process Builder flows:

• Email: Use the InfluitiveEventsAPI_Email_Helper class.
• ContactID: Use the InfluitiveEventsAPI_ContactID_Helper class.
• AccountID: Logs activity for all contacts belonging to an account.
• OpportunityID: Logs activity for all contacts related to an account under an opportunity.

Note: Salesforce has a governor limit that may prevent updates if there are more than 50 contacts.

FAQ

What is the Influitive Lifecycle AdvocateHub Package?

It is a standalone AppExchange package that integrates Influitive with Salesforce to recognize advocacy actions based on Salesforce data.

How do I install the Influitive AppExchange package?

Use the provided URLs to install the package in your Salesforce Sandbox or production environment.

How do I configure custom settings after installing the package?

Navigate to the "Custom Settings" in Salesforce and manage the "Influitive API" settings with your API credentials.

What are the governor limits I should be aware of when using Process Builder?

Salesforce has a governor limit that may prevent updates if there are more than 50 contacts related to an account or opportunity.