Salesforce installation guide

Follow the steps below to integrate Salesforce with Crowdvocate. 

 

NOTE:

This will sync data between your Salesforce and Crowdvocate account, and install custom objects in your Salesforce account (see Salesforce objects overview).

 

The Salesforce integration and app installation is performed in three main parts:

Install the app

  • Open the link below in a new tab to find the Crowdvocate app in Salesforce AppExchange:

 

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMnZzUAL

 

  •  Click Get it Now to begin the installation.

 

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  • Click Log In to log in to your Salesforce account and authorize the installation.

 

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  • Select the installation environment. 

 

TIP:

As Salesforce recommends, you may want to try first installing in a Sandbox environment. If you install the app in a Sandbox environment, you will need to repeat these installation steps again later to install the app in Production.

 

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  • Click Confirm and Install.

 

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  • Select who the app should be installed for. In most cases you will want to Install for All Users. To install by role (i.e. Salespersons only), select Install for Specific Profiles. Check the acknowledgement statement and click Install.

 

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  • An Approve Third-Party Access dialogue box will appear. To allow Salesforce to make API requests to the Crowdvocate server, tick the checkbox and click Continue.

 

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Salesforce settings configuration

Once the Crowdvocate app is installed, configure the following in your Salesforce account:

 

Page layout settings 

Follow the steps below to configure the layout of the custom objects on the Account, Contact, and Opportunity pages.

 

Account page layout

 

  • In Salesforce, go to Setup > Object Manager > Account > Page Layouts and select the Account page layout(s) you would like to modify.

 

  • Select Related Lists in the configuration menu.

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  • Drag Referenceability Profiles, References, and Referenceable Content to the Related Lists section of the page.

 

TIP:

The objects will appear on the page in the order you place them here. Place these custom Crowdvocate objects as high as possible to ensure they are easily accessible to your Sales team.

 

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  • Click on the  icon of the Referenceability Profiles related list, and add the columns as recommended in the screenshot below. Click OK to save and close. 

 

TIP:

You can change the columns later according to your preferences.

 

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  • Click on the  icon of the References related list, and add the columns as recommended in the screenshot below. 

 

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  • Expand the Buttons area and unselect New and Change Owner.

 

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  • Click OK to save and close.

 

  • Click on the  icon of the Referenceable Content related list, and add the columns as recommended in the screenshot below. 

 

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  • Expand the Buttons area and unselect New and Change Owner.

 

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  • Click OK to save and close.

 

  • Scroll up to the top of the page and click Save to save the Page Layout.

 

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Contact page layout

  • Go to Object Manager > Contact > Page Layouts and select the Contact page layout(s) you would like to modify.
  • Select Related Lists in the configuration menu.

 

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  • Drag References and Referenceable Content to the Related Lists section of the page.

 

TIP:

The objects will appear on the page in the order you place them here. Place these custom Crowdvocate objects as high as possible to ensure they are easily accessible to your Sales team.

 

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  • Click on the  icon of the References related list, and add the columns as recommended in the screenshot below. Click OK to save and close. 

 

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  • Click on the  icon of the Referenceable Content related list, and add the columns as recommended in the screenshot below. 

 

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  • Expand the Buttons area and unselect New and Change Owner.

 

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  • Click OK to save and close.

 

  • Scroll up to the top of the page and click Save to save the Page Layout.

 

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Opportunity page layout

 

  • Go to Object Manager > Opportunity > Page Layouts and select the Opportunity page layout(s) you would like to modify.

 

  • Select Related Lists in the configuration menu.

 

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  • Drag Reference Requests, References Provided, and Recommended Referenceable Content to the Related Lists section of the page.

 

TIP:

The objects will appear on the page in the order you place them here. Place these custom Crowdvocate objects as high as possible to ensure they are easily accessible to your Sales team.

 

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  • Click on the  icon of the References Requests related list, and add the columns as recommended in the screenshot below. Click OK to save and close.

 

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  • Click on the  icon of the References Provided related list, and add the columns as recommended in the screenshot below. 

 

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  • Expand the Buttons area and unselect New and Change Owner.

 

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  • Click OK to save and close.

 

  • Click on the  icon of the Recommended Referenceable Content related list, and add the columns as recommended in the screenshot below. 

 

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  • Expand the Buttons area and unselect New and Change Owner.

 

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  • Click OK to save and close.



  • If you’re using Lightning Experience, follow these steps:

 

  • Select Mobile & Lightning Actions in the configuration menu.

 

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  • Add one of the following reference request options to the Salesforce Mobile and Lightning Experience Actions section of the page.

 

NOTE:

Crowdvocate supports two different workflows for reference sourcing. Only one of these options should be added and made available to your sales team.

 

With a managed reference request, a Reference Manager is responsible for sourcing a Referenceable Contact (see KBA 3.11: Request a reference workflow (managed)). 

 

With a peer-to-peer reference request, an Opportunity Contact is introduced directly to an existing Referenceable Contact, without the involvement of a Reference Manager (see KBA 3.12: Request a reference workflow (peer-to-peer)).

 

  • To allow peer-to-peer reference requests, drag New Reference Request to the Salesforce Mobile and Lightning Experience Actions section of the page.

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  • To facilitate managed reference requests, drag Request a Reference to the Salesforce Mobile and Lightning Experience Actions section of the page. 

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  • Scroll up to the top of the page and click Save to save the Page Layout.

 

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Page setup (Lightning experience only)

If you’re using Lightning experience, follow the steps below to configure the layout of the custom objects on the Account and Contact pages.

 

Account page setup

 

  • From the Accounts tab, select any account and click Setup > Edit Page.

 

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  • The Lightning App Builder will open. Drag Related List - Single to the top-right of the page. Select Related List References.

 

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  • Repeat the previous step for Referenceable Content and Referenceability Profile. 

 

  • Click Save in the top-right corner. If the following dialog box, click Activate.

 

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  • Select ORG DEFAULT and Assign as Org Default.

 

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  • Select Desktop and phone and click Next.

 

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  • Click Save again.



Contact page setup

 

  • From the Contacts tab, select any contact and click Setup > Edit Page.

 

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  • The Lightning App Builder will open. Drag Related List - Single to the top right side of the page. Select Related List References.

 

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  • Repeat the previous step for Referenceable Content and click Save.

 

NOTE:

If the Activate Page dialog box opens, follow the steps under step 4 of the previous section (Account page setup).

 

Assign permissions set

 

  • Go to Setup > Administration > Users > Permission Sets

 

  • Select Crowdvocate Sales User and then click Manage Assignments.

 

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  • Click Add Assignments and add users that will be using the Crowdvocate app.

 

NOTE:

Due to Salesforce limitations (see About Salesforce Permission Sets), we can't include permissions to access Referenceability Profile in our package permission set. If you wish to provide access to Referenceability Profile, please clone the permission set, add permissions to access Referenceability Profile and assign users to the cloned permission set.

 

Give access to reports folder (optional)

You want to grant users access to Crowdvocate reports (see Salesforce objects overview), following the steps below:

 

  • Go to the Reports tab and select All Folders.

 

  • Expand the menu to the right-hand side of the Crowdvocate Reports folder and click Share.integrations_salesforce_installation_image36

 

  • Add users that should have access to Crowdvocate reports.

Crowdvocate admin settings

Log in to Crowdvocate Admin, and go to Settings > Customize > CRM Integration settings, and click Edit settings. Configure the following to complete the Salesforce integration:

 

 

Permissions and field mapping

 

  • Expand Allow Modifying CRM Entities and tick all of the objects listed to grant Crowdvocate permissions to add or modify native Salesforce objects.

 

NOTE:

Currently, Crowdvocate only accesses Contacts and Leads. Other objects may be added in the future if they need to be modified.



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  • Expand Contact Field Mapping to map any Contact (Advocate) fields, and Account/Company Field Mapping to map any Account fields you want to sync between Salesforce and Crowdvocate.

 

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NOTE:

These fields may be used for sourcing a reference for and for ASK targeting.

 

We recommend field mapping prior to connecting your Crowdvocate account to Salesforce (next section), as Crowdvocate runs a sync on connection.



For example, to map Annual Revenue for Accounts, enter the Salesforce API name in the CRM Field Name.

 

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This is how it looks after mapping:

 

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The same might be done for the Job Title field in Contacts:

 

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  • Expand Reference Request Filter Mapping to specify your Salesforce Opportunity and Accounts fields that you want to use to filter results for a reference request. 

 

NOTE:

By default, we offer 5 out-of-the box ‘native’ fields, but you can map additional custom Account or Contact (Advocate) fields that you mapped earlier.

 

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  • Click Save to save your settings.



Connection and oAuth settings

 

  • Click Connect to Salesforce to initiate the oAuth process. 

 

NOTE:

If you installed the Crowdvocate app into a Sandbox environment in Salesforce, tick the Connect to Sandbox checkbox before clicking Connect to Salesforce.

 

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  • A dialog box may appear, asking you to log in to Salesforce. Enter your Salesforce credentials and click Log In.

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  • Click Allow to grant Crowdvocate permissions to access basic data and make API requests to Salesforce.

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That’s it! The oAuth process is now complete and Crowdvocate is now fully integrated with Salesforce.