Salesforce Integration

Table of Contents 1 Overview ....................................................................................................................... 2

2 Why integrate Salesforce? .............................................................................................. 2 2.1 Install Outcome Chains Salesforce Package .........................................................................3 2.2 Setup Custom Setting Configuration ...................................................................................4 2.3 Configure Salesforce Tabs and Opportunities Screen ...........................................................6 2.4 Configure Remote Site Setting ............................................................................................8 2.5 Add Salesforce Users to Outcome Chains ............................................................................8 2.6 Schedule Outcome Chains Data Sync Job ............................................................................9

3 Key Features ................................................................................................................ 10 3.1 Outcome Chains Admin .................................................................................................... 10 3.2 My Outcome Chains ......................................................................................................... 11 3.3 Outcome Chain Templates ............................................................................................... 11 3.4 Opportunities Tab ............................................................................................................ 11

1 Overview

Outcome Chains-Salesforce integration allow users to connect outcome chains from the

OC platform to their opportunities in SFDC. Uses will be able to access the connected

outcome chains directly from their SFDC Opportunities screen. Post integration, users

will see four new tabs:

My Outcome Chains – For end users

My Outcome Chain Templates – For end users

Opportunities – For end users. Typically, outcome chains will be added as a

section in opportunities screen.

Outcome Chains Admin – For the Salesforce Administer only

2 Why integrate Salesforce?

The integration will allow users to select and link outcome chains from the OC platform

to their SFDC opportunities. Users will also be able to access the outcome chains from

their Salesforce screens!

How to integrate Salesforce

The integration process is very simple and will not require any development time. Once

the integration is complete, users will immediately be able to view outcome chains in

Salesforce and apply it to their opportunities.

Requirements

To be able to integrate Outcome Chains and Salesforce, users must:

Have an Outcome Chains Admin license

Have a Salesforce account (No Salesforce API Access is required)

Have permission to install Packages into Salesforce

Salesforce – Outcome Chains users must also be registered users of Outcome

Chains

2.1 Install Outcome Chains Salesforce Package

Log in to your team’s admin portal and select Integration from the navigation panel to begin to install the Salesforce package.

Important: Please note that this integration will not access your Salesforce API or make

Salesforce API requests.

2.2 Setup Custom Setting Configuration

1. On the Build-> Develop-> Custom Settings screen, click on the “Manage” button.

2. Click on the “New” button and add your configurations.

The configurations below are sample data. Please configure what you expect.

Apply the following configuration values:

API Key is your Outcome Chains API Key Create an Outcome Chains API Key in the Outcome Chains Admin screen below.

API Secret is the password of your API Key

Note: Outcome Chains app authorizes Salesforce to access your Outcome Chains

account via API Key and API Secret.

Base House URL is https://api.outcomechains.com (Production) or

https://apisandbox.outcomechains.com (for Testing)

Cron Expression is the frequency to run the scheduled data sync job. You can run

it every 15 minutes, 30 minutes, 60 minutes, etc. based on your team’s

preference.

Note: We recommend to run it every 30 minutes. As an example, “0 30 * * * ?”

means to run the data sync job every 30 minutes.

o Reference the cron syntax here:

https://developer.salesforce.com/docs/atlas.en-

us.apexcode.meta/apexcode/apex_methods_system_system.htm?searc

h_text=cron

TeamID is your Team ID value found in the Outcome Chains app.

Obtain your Team ID here:

2.3 Configure Salesforce Tabs and Opportunities Screen

Configure your authorized Salesforce user profiles to see the following Outcome Chains tabs. Go to Build-> Create-> Apps and select your desired app. Example “Sales” and add the following tabs:

o My Outcome Chains tab o Outcome Chain Templates tab o See example below:

Configure your authorized Salesforce Admin user profiles to see the following tab: (go to Build-> Create-> Apps)

o Outcome Chains Admin tab Configure the Opportunities tab

o Allow users to see “Outcome Chains” section. Go to Setup-> Build-> Customize-> Opportunities-Page Layouts

Select a layout to edit. Ex: Opportunities Layout Move the “Outcome Chains Playbook” related list control to your

desired location.

Configure the Outcome Chains section o Choose the proper columns. We recommend to use the

following columns:

o Add a button for the Outcome Chains Playbook. Place the button (in this page layout) at your desired location.

Note: The “Add Outcome Chains” button can only be added in the Opportunities detail section.

2.4 Configure Remote Site Setting

Go to Setup-> Administrator-> Security Control-> Remote Site Setting.

Add https://app.outcomechains.com and check the “Active” flag.

2.5 Add Salesforce Users to Outcome Chains

In order for each Salesforce user to access Outcome Chains, they must be added as a user in the Outcome Chains app and configured with their Salesforce login. The Team Admin can perform the configuration using Outcome Chains user management screen within the admin portal. The CRM username must match the salesforce username.

2.6 Schedule Outcome Chains Data Sync Job

You can schedule Outcome Chains data sync via the Outcome Chains Admin page.

After scheduling the data sync, you can view the scheduled job by going to Setup-> Monitor-> Jobs-> Scheduled Jobs

Note: It is important that you delete the previous data sync job prior to rescheduling. Click the “Del” button to delete or delete via the “Abort Schedule” button in the Outcome Chains Admin page.

3 Key Features

Post installation, users will see the following tabs

1. Outcome Chains Admin

2. My Outcome Chains

3. Outcome Chain Templates

4. Within the Opportunities Tab – “Outcome Chains Playbook” section

3.1 Outcome Chains Admin

This tab should only be configured and made available to the Salesforce

Administrator(s).

Schedule Chain Sync is to schedule a data sync job to retrieve outcome

chains from Outcome Chains to Salesforce. During the data sync, the

following rules are applied:

o If a Chain is created in “Outcome Chains”, it will be created in Salesforce

o If a Chain is deleted in “Outcome Chains”, it will be deleted in Salesforce.

If there are Opportunities associated with the deleted chains, the

Opportunity-Chain connections are deleted as well.

o If a Chain is updated in “Outcome Chains”, it will be updated in Salesforce.

Abort Schedule is to remove a scheduled job. The option will be available after

the sync job is scheduled.

For Testing: Manually Sync Chains is used during testing. Instead of waiting for

the data sync job to be completed, the manual sync immediately retrieves and

sync the chains to Salesforce.

For Testing: Manually Remove Chains is used for testing to manually remove all

chains and resync to Salesforce.

o Caution: Use this with extreme caution. When a chain is deleted in

Salesforce, its relationship with the opportunity will also be deleted. You

should only use this feature during testing.

3.2 My Outcome Chains

This tab is available to users who must also have accounts in Outcome Chains app. All

outcome chains created by the user will be available in this tab.

3.3 Outcome Chain Templates

This tab is available to users who must also have accounts in Outcome Chains app. This

tab contains all outcome chain templates belonging to your team.

3.4 Opportunities Tab

One or more outcome chains may be added to an opportunity. Users can access

outcome chains directly from the opportunity.