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Connect to Salesforce

Introduction

Upon successful connection of this integration, a two-way path is established between Salesforce and Boss Insights. When data is updated on one platform it will also be updated in the other. This integration reduces the complexity involved with maintaining two platforms, and saves times for our mutual customers.

This connection supports a daily data sync between the two platforms. The data synced will be account and/or contact information such as first name, business name, email, etc. You will also be able to enable automatic invitation sending. If enabled, Boss Insights will automatically invite customers to the Boss Insights platform to share data for accounts in the selected opportunity or lead stage. If not enabled, you can manually invite customers as you choose.

Architecture

Data is stored in your Salesforce ORG and in Boss Insights, from within Boss Insights you can configure which record types and fields are one-way or bi-directionally synchronized. Typically Leads, Accounts, Contacts and Opportunities will be configured to synchronize. Our integration supports both periodic data synchronization via the Salesforce REST API as well as real-time updates via our Salesforce package which must be installed by your salesforce administrator.

Data is always encrypted in transit (e.g. HTTPS) and at rest (e.g. on disk AES-256 encryption). Accessing data requires the user to be authenticated within Boss Insights, all modifications to data are logged.

Flowchart Outlining Integration

Please click on the diagram below to enlarge.

Prerequisites/Requirements

In order to integrate with Boss Insights, there are some prerequisites to be completed.

  1. Boss Insights account. An appropriately configured Boss Insights account must be created in order to use this integration. If you have not yet created an account, please do so and Boss Insights will configure an account for you. You may create an account here.

  2. Boss Insights forms configured. Your account will have a configuration file (data.json5) already set up by Boss Insights. This file will have forms preset for you as an out of the box solution. If you would like to edit these forms, please scroll down to the Editing Forms section.

  3. Salesforce account. Please ensure you have a Salesforce account.

  4. Salesforce custom fields. Custom fields in Salesforce need to be setup in Salesforce Object Manager. There should be two custom fields on the Lead and Account forms, one checkbox asking to invite to Boss Insights, and one text field on the status of the invite. In total there should be four custom fields. If you need help with this please follow the guide below: Setup Custom Fields in Salesforce.

If you are looking for a way to export customer financial data in bulk, please visit Export to Salesforce using Dataloader.io

Setup Custom Fields in Salesforce

If you have already completed this prerequisite, please proceed to the next section: Connecting to The Integration

Please access the Salesforce Object Manager found under Setup.

Leads (2 Custom Fields)

Invite to Boss Insights Field

From the available list, please select “Lead”

Next, select “Fields and Relationships” from the left navigation bar and then “New”.

Next, select “Checkbox”, this is the data type.

Next, fill out the form with the below information and then select “Next”:

Field

Value

Label

Invite to Boss Insights

Field Name

Invite_to_Boss_Insights

After clicking next, you will see a page of many checkboxes. No changes need to be made, please select “Next”.

Select “Next”, again and then select “Save and New”. This will let you create another custom field.

Please proceed to the next step.

Invite to Boss Insights Status Field

Follow the same steps as above to create another Lead custom field except instead of a data type of “Checkbox”, please select “Text”.

Field

Value

Label

Invite to Boss Insights Status

Field Name

Invite_to_Boss_Insights_Status

Account (2 Custom Fields)

Invite to Boss Insights Field

Go back to the Salesforce Object Manager and then select Account.

Please follow the same steps as Lead/Invite to Boss Insights Field with the information found in the table below.

Field

Value

Label

Invite to Boss Insights

Field Name

Invite_to_Boss_Insights

Invite to Boss Insights Status Field

Follow the same steps as Lead/Invite to Boss Insights Status field to create another Account custom field. Please note that this data type will also be “Text” instead of “Checkbox”.

Field

Value

Label

Invite to Boss Insights Status

Field Name

Invite_to_Boss_Insights_Status

In the end you will have four custom fields set up in Salesforce.

Your Leads form will now have two additional fields like this:

Your Accounts form will now have two additional fields like this:

Once you have these custom fields setup, you may proceed with connecting to the integration.

Connecting to The Integration

Please ensure that the prerequisites are completed before continuing with this guide. Your domain will be provided upon account creation.

Step 1: Log into your account

You will need to log in to your Boss Insights account to get started. Please enter your username/email address and then your password to log in to your account (Figure 1).

Figure 1. Log in screen

Step 2: Access the Integrations Page

In the top navigation, please click the “Settings” button and then “Integrations” from the dropdown menu (Figure 2).

Figure 2. Using the top navigation to visit Integrations page

Step 3: Begin the Connection Process

On the integrations page, you will see instructions for connecting to an application in a blue box, below that there is a search bar where you may type in “Salesforce” to find the respective tile.

You may click the Salesforce tile to begin the connection process (Figure 3).

Figure 3. The Integrations page and finding Salesforce

Step 4: Authenticate and Authorize Salesforce

You will be prompted to log in. Please log in with your Salesforce account. You will then be redirected to an authorization page in the same window.

After reading the permissions, please click the blue “Allow” button to proceed (Figure 4).

Figure 4. Authorizing Salesforce

Step 5: Select Opportunity and/or Lead stage

On the next screen, you will be presented with a list of configuration options. This guide splits those configurations into three separate sections as outlined below.

Opportunity and or Lead Stage

Our integration supports automatically sending invitations to your Salesforce Leads or Opportunities at stages you choose. You will be presented with a screen with your Opportunity and Lead stages to select. Please select the ones you would like to send customer invitations to, you may choose from both categories.

Invitations

The next section after the Opportunity and Lead stages, will be an Invitations section with two options. You may choose one or the other:

Option

Description

Add Invitation With Email

Once a connection is established, Boss Insights will automatically send an email inviting them to the platform.

Add Invitation

Once a connection is established, Boss Insights will not automatically send an email. The prospect will still show up under the “Invitations” section on your portal but you must manually inform them or send an email.

Objects to Synchronize

Below the Invitations section, there will be an Objects to Synchronize section. You may choose to sync Accounts and/or Contacts.

Please select the desired checkboxes (Figure 5). Only contact information for clients that fall within the selected objects will be pulled.

You can set-up specific fields to be synced between Boss Insights and Salesforce, for more information please see our Setting up Form Fields for Synchronization section below to get started.

Submit

Once you are satisfied with the configuration, please use the “Submit” button at the bottom of the list. You may later change this configuration if you choose.

Step 6: Confirmation and Data Sync

Upon a successful connection, you will receive a confirmation message. The message will also indicate that the data will begin to sync. You may click the return to Dashboard button (Figure 6).

At this point, if you selected automatic invitations, then they will be sent automatically to your contacts. After the initial immediate connection, there will be daily syncs. Support for webhooks is coming soon.

Figure 6. Confirmation message

Changing the Salesforce configuration

After a connection is established, you can change the configuration you originally chose in step 5. This is done by getting to the integrations page, as shown in Step 3, except now when you hover over the integration tile, you will see a “Settings” button.

Viewing Sent Invitations

If you would like to view the invitations that have been sent you can click on the “Invitations” button from the top navigation (Figure 7).

Invitees will receive an email to their inbox, inviting them to join the Boss Insights platform. Once they have set up an account, you will be able to see them from your portfolio. The portfolio can be viewed by clicking the “Portfolio” button next to “Invitations” in the top navigation.

Figure 7. Invitations page

For more details on the process for adding customers and invitation statuses please visit our Adding Customers page.

Updating Information And Portfolio Management

After a business has successfully joined the platform. You are able to edit account information if necessary. For more details, you may visit our Product Guide or select one of the relevant links below:

Setting up Form Fields for Synchronization

Forms can be edited to choose which information is synced between Salesforce and Boss Insights. For example, if you would like the website from an Account synced between both systems, you can configure the sync settings for the website field.

If you would like to edit or configure these form fields, you are able to edit them through either the form editor or by directly editing the data.json5 file. We highly recommend using our form editor, as it provides an easy to use interface and prevents the risk of creating errors to unrelated code when editing the data.json5 file. Please read our form data model before getting started.

You may visit our Configuring Forms For CRM Sync page for more details including a guide on configuring these fields either using the form editor or through the data.json5 file.

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