Salesforce Integration Setup

NOTE: This doc explains how to set up the Salesforce integration in Receptive. If you've already done this and want to know how to use the integration, then head here.

Contents

Installing the Receptive integration:

1. Initiate the Receptive integration in Salesforce

2. Obtain a Receptive API key

3. Authenticate Salesforce in Receptive

Setting up and configuring the integration in Salesforce:

1. Add Receptive fields to your contact layout

2. Add account value to your accounts layout

3. Account types (no action needed)

 

What you need to install the Salesforce integration:

In order to get started with the Salesforce integration, you need:

  • Admin access to Salesforce, including the ability to add/configure third-party apps and configure layouts.
  • Receptive API key

 

Installing the Receptive integration

  1. Initiate the Receptive integration in Salesforce
  2. Obtain a Receptive API key
  3. Authenticate Salesforce in Receptive

1. Initiate the Receptive integration in Salesforce

To initiate the Receptive integration into your Salesforce production environment, follow the link (will open in a new window):

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t58000000Kjwa

or if using a Salesforce sandbox environment, follow this link:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t58000000Kjwa

Log in to your Salesforce account.

Select "Install For All Users" and click "Install":

Under "Approve Third-Party Access" check the box "Yes, grant access to these third-party web sites" and click "Continue": 

You will get a notice that Installation is Complete and you'll need to enter your API key.

2. How to Get a Receptive API Key:

  1. Log in to your Receptive account here.
  2. Select Integrate from the drop down menu in the top right corner.
  3. Scroll down to API Keys and click Create API Key, or use an existing API key.
  4. Keep this page open in order to authenticate with Salesforce in the next step.

Enter your API key into Salesforce:

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"User Details" and "Account Details" are optional and can be set to "default":

Pasted_Image_9_5_17__12_10_PM.png

If you'd like to map an existing monthly account value in Salesforce to your account value in Receptive, select the appropriate field under "Account monthly value field" and skip step 2a below:

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Then click "Save".

Click "Done".

3. Authenticate Salesforce in Receptive

In Receptive from the "Integrate" page (from the previous step), click the button "Authenticate with Salesforce" button:

Select "Allow":

You will be redirected to the Receptive installation page to confirm authentication:

Setup the Receptive Integration in Salesforce

Setup and config consists of the following steps in Salesforce:

  1. Add Receptive fields to your contact layout: allows you to link Receptive features directly from the contact view in Salesforce.
  2. Add Account Value to your accounts layout: allows you to set a prospect / customer as paying or not paying, and their monthly value in Receptive (from Salesforce).

1. Add Receptive fields to your contact pages in Salesforce. 

In your Salesforce dashboard, click on "Contacts" in the top navigation:

Click "Edit layout":

Under the main header "Contact Layout" select "Fields" from the left hand column and select "Section" from the options. Drag "Section" down the page, below the customer details sections:

Section Name should be changed to "Receptive". Select "1-Column" and click OK:

Under the main "Contact layout" header again, select "Visualforce Pages" from the left hand column and select "Contactfeatures". Drag this into the newly created Receptive section:

Click "Save".

Click the video to see the whole process below:

 

2. Add Account Value to your accounts layout

a. If you already have a field for your account monthly value in Salesforce

If you already hold your monthly account value in Salesforce, go to your setup panel and search for "Installed Packages" and click the "Receptive" package name: Pasted_Image_9_5_17__1_08_PM.png

Click "View" next to "Post Install Instructions":

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Select the field you use to indicate "Account monthly value" in Salesforce:

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Click "Save".

b. If you don't have a field to indicate your account monthly value

To create a monthly account value in Salesforce, from your dashboard click on "Accounts" in the top navigation.

Click "Edit Layout".

Under the main header "Account Layout" select "Fields" from the left hand column and select "Monthly Value" from the options. Drag "Monthly Value" to the location in the Account Layout that you'd like it held.

Click "Save". 

3. Account types (no action needed)

Salesforce Account types are automatically updated in Receptive:

Salesforce Account Type  Receptive Account Type
Any containing "Customer" Paying Customer
Prospect Prospect
Other Defaults to "Not Paying" Customer

  

Questions? View our Salesforce FAQ or email support@receptive.io.

 

 

 

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