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Installing/Upgrading version 3.529 SFDC integration for Influitive

Chintan Parekh
Updated

Overview

This article provides a detailed guide for upgrading to the AdvocateHub Salesforce Package version 3.529 on Salesforce Lightning, including step-by-step instructions for installation and page layout modifications. It emphasizes the need for Salesforce administrators to update object layouts with new Influitive integration components and manage Influitive Dashboards effectively post-upgrade.

About AdvocateHub Salesforce Package 3.529

This AppExchange Package is the newest and latest version (Version 3.529) and it includes the following new updates:

  • New References Dashboard Report that tracks revenue impacts and win rates
  • Improvement of Reference criteria matching tool
  • Reference Request Tool Configuration settings
    • Mark Important notes as mandatory or optional
    • Choose Account and Opportunity Contact Prospects or just Opportunity Contact
    • Choose whether to hide or display the recommendation criteria step
  • Customizable Nomination button and new Hub flow for contact nomination
  • Bug fixes

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/Sandbox: Utilize same link https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B3GQGEA3
    2. Note: You may see the price tag of $500/month on the landing page, however we are glad to waive off the charges and you can upgrade license for no charge.

<supportagent>

For agents only:

  1. If license is expired then follow runbookInfluitive <> SFDC Runbook

</supportagent>

 

Step 1 : Decide where to install package (production or sandbox) 

Step 2: Confirm Installation Details

Step 3: Install for All Users

Step 4: Grant access to API

Step 5: This is how it looks when it is loading

 

 

Updating the Influitive AppExchange Package 3.529

Connect Salesforce Environment and the Hub

After the AppExchange package is updated, please ensure the Influitive-Salesforce integration in your Hub is still connected.

  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 confirm your credentials, navigate to the Setup Tab and change the AppExchange version to the version you've just installed (3.529) and click Save.

  4. 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.

 

Updating Components in the Page Layouts

After installing and deploying the updated AppExchange package, the Salesforce administrator will need to modify a few object's layouts to add the Influitive integration components to remove the old components and replace them with the new components.

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

Page Layout Checklist

Objects Components
Contacts
  • (Lightning component) Contacts Converted Details (Visualforce Page)
  • Date Joined and Date Added to AdvocateHub fields
  • Influitive Hub Details (Only for MultiHub customers)
  • Add Influitive Acts of Advocacy Component (Related List)
  • Add Reference Received via Influitive
Account
  • Influitive Acts of Advocacy Component (Related List)
  • (Lightning component) ReferencesRelatedListPage
Opportunity
  • (Lightning component) Reference Request Tool
  • References Received via Influitive Related List
Salesforce Dashboard
  • Influitive Dashboard 3.0

 

Account Object

Influitive Acts of Advocacy Table (by Account)

  1. In your Salesforce instance > Go to Object Manager > Account > Page Layout > Select Layout
  2. In Related List, drag and drop the “Influitive Acts of Advocacy” into the layout

  3. Here's what the Influitive Acts of Advocacy Table will look like. It will contain all the Hub activities done by the Hub members from the Salesforce Account.

References Received via Influitive (by Account)

  1. Go back to Object Manager > Account > Lightning Record Pages > Choose a layout

  2. Once you’re in the Lightning app builder > on the left menu, scroll down to Custom - Managed components > Select ReferencesRelatedListCmp and drag it to the layout

  3. Select the Related list section and on the right side of the page select Enhance List.
  4. Click Activation and Save.

  5. This will be the new Related List Component that will record the reference activities for the selected Prospect’s Account and the Influitive Acts of Advocacy of the Hub member’s Salesforce Account.

 

Opportunity Object

  1. Go to Object Manager > Opportunity > Page Layout > Select Layout
  2. In the Related List > Drag and drop References Received via Influitive into the Layout
  3. Click on the wrench icon and add the following fields: Acts of Advocacy Name (Required), Advocacy Type, Source Title, Date Occurred, Prospect, Content, Opportunity, Prospect.
  4. Click Save Layout

  5. Here's an example of what this looks like. This component will include all reference activities the Opportunity has received.

 

Salesforce Influitive Dashboard

  1. Head over to the Dashboard > Dashboard List
  2. Remove the other Influitive Dashboards, there should only be one dashboard: Influitive Dashboard 3.0
  3. Please note that when you delete a Dashboard, all the customizations done in that report will be deleted as well.

 

FAQ

What are the new updates included in the AdvocateHub Salesforce Package 3.529?

The AdvocateHub Salesforce Package 3.529 includes new updates for Influitive integration components that need to be added to Salesforce object layouts.

Do I need to make any page layout changes when upgrading from version 3.0?

No, if you are upgrading from version 3.0, you do not need to make any page layout changes.

How do I ensure that the Influitive-Salesforce integration is still connected after updating the package?

After updating the AppExchange package, you should check the Influitive-Salesforce integration in your Hub to ensure it is still connected.

Where can I find instructions for modifying Salesforce Page Layouts?

Instructions for modifying Salesforce Page Layouts can be found on the Salesforce Help Page linked in the article.

What should I do to manage my Influitive Dashboards after the package upgrade?

To manage your Influitive Dashboards after the upgrade, you should access the dashboard settings, remove any unnecessary dashboards, and understand the consequences of deletion before making changes.

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