Azalead Account Based Marketing package. Installation guide

Transcription

1 Azalead Account Based Marketing package Installation guide

2 Contents I. Purpose... 3 II. Prerequisite... 3 A. API access... 3 B. Salesforce object access... 3 III. Features summary... 4 IV. Package installation... 5 A. How to install the package... 5 B. Step 1 : Azalead Connected App Configuration Go to your configuration panel in Salesforce: Dans la In the APP Setup section: Fill in the form: Clic and Save In the API section: API (Enable OAuth Settings): Go to the link in your message to enter your Consumer Key and Consumer secret: Link your Salesforce user account... 8 C. Step 2 : Salesforce Synchronization Configuration Salesforce configuration: Azalead configuration: Configuration Salesforce : Configuration Azalead D. Step 3 : Package configuration I. Standard Salesforce objects permission requirements... 1 II. Custom Salesforce objects permission requirements... 4

3 I. Purpose This document will help you to configure Azalead as a connected application in your Salesforce organization. II. Prerequisite A. API access Azalead will only work with the following Salesforce editions: - Professional (with API) - Enterprise NB : when you are a Professional Plan user of Salesforce.com, the API is not automatically included in your version. Here are how you can check whether you have access to API or not : Setup > App Setup > Develop > API Your screen should look as the following. If you have not the API included in your Professional Plan, you need to buy them with Salesforce.com. B. Salesforce object access Salesforce users who intend to use Azalead must have a "read & write" access on some objects and fields. Please check your Salesforce configuration (Annexe 1). 3

4 III. Features summary Features Notes See Salesforce contacts in Azalead Account details Export target account from Azalead to Salesforce Automatically convert Salesforce open opportunities in target accounts in Azalead See Salesforce open opportunities in «Pipeline Impact» dashboard in Azalead Get Salesforce open or close won opportunities for the last 12 months to fill «ABM Score card» and «ABM ROI» dashboards in Azalead See marketing engagement details in Salesforce Azalead «Marketing engagement details» section in Accounts See marketing engagement summary in Salesforce Azalead «Marketing engagement summary» section in Accounts See «Pipeline Impact» dashboards in Azalead report in Salesforce only for Enterprise 4

5 IV. Package installation A. How to install the package Azalead Account Based Marketing package installation only needs 3 steps. Step 1 : Azalead Connected App Configuradon Step 2 : Salesforce Synchronizadon Configuradon Step 3 : Package Configuradon B. Step 1 : Azalead Connected App Configuration You must be a Salesforce user with administrative rights to configure this application. To configure this integration you must have one of the following Salesforce Plan : - Professional with access to API* - Enterprise 1. Go to your configuration panel in Salesforce: - On the top- right, click on your name > Setup. Or - In the top- right, click on Setup. Note: this depends on your Salesforce interface. 5

6 2. Dans la In the APP Setup section: Click on Create Click on Apps On the Connected Apps related list, click on New 3. Fill in the form: Connected App Name: Azalead API Name: Azalead Contact support@azalead.com Check : Enable OAuth Settings Callback URL : Web/sfdcOAuth Select the OAuth scopes from the "Available OAuth Scopes" list Click on the right arrow to add them Check the OAuth Scopes are in the "Selected OAuth Scopes" list 6

7 4. Clic and Save. 5. In the API section: API (Enable OAuth Settings): Copy and paste the Consumer Key in a text file (textedit, notepad ++, notepad) Reveal the Consumer secret by clicking on «Click to reveal» and copy/paste it in a text file. 7

8 6. Go to the link in your message to enter your Consumer Key and Consumer secret: 7. Link your Salesforce user account Go to «My Profile» section in Azalead and clic «Link to my Salesforce account» A Salesforce login page should open if not authorize your browser to open windows from Azalead. Fill in your Salesforce credentials. 8

9 You should get this confirmation message. To get Azalead to load this configuration your need to logout and login again. C. Step 2 : Salesforce Synchronization Configuration This feature allows 2 additional Azalead synchronizations with Salesforce.com: 1. Salesforce users can see account engagement with marketing activity (website visits and campaign opens) - so they know what interests their prospects most. 2. Sales reps can have their sales opportunities automatically become Target Accounts in Azalead - and thus benefit from target account activity alerts and greater marketing focus. 9

10 Azalead matches companies between your Salesforce and Azalead accounts based on country codes and national id s. Use the Country Picklist in Salesforce and a custom field for national ids to optimize matching. 1. Salesforce configuration: - implement Country Picklist in Salesforce ( - add, if it not already existing, a custom text field to accounts for national ids 2. Azalead configuration: - fill global synchronization form in "admin / Salesforce sync" section - fill user synchronization form in "settings / Salesforce sync" section ` This new version brings 2 additionnal features to Azalead / Salesforce.com synchronisation: 1. You want to know what your prospects are looking for? The Salesforce.com users will see their target accounts marketing engagement: website visits and/ or openers and Azalead ad nurturing banner clics. 2. Salesforce.com opportunities will become Azalead targets for all of your sales representatives. Your Sales Reps will receive realtime notifications when their hottest target accounts (=CRM opportunities) are getting engaged with your Marketing (website visit, opening, ad banner clics). You will also be able to identify which target accounts need more nurturing. Azalead will match data based on country code and national ID to build a correspondence between companies identified in Azalead and existing Salesforce.com accounts. For better results, it is important to set up the Country Picklist field for each of your salesforce.com accounts and a custom field where you can set up the national ID of this specific account. 1. Salesforce.com configuration: a) Implement "Country Picklist" field into Salesforce ( b) Add a custom field for your accounts national IDs (text field) 10

11 2. Azalead Configuration: - Fill the Admin synchronization formula in Azalead. Go to "admin / Salesforce sync form" - Fill the User synchronization formula in Azalead. Go to "Settings / Salesforce sync form" D. Step 3 : Configuration Package Download the package Login to Salesforce.com and click on the below link to download Azalead Account Based Marketing Application: The following page should be displayed: Select the user profiles to who you want to grant Azalead Account Marketing Access: administrators all profiles Specific profiles 11

12 To install Azalead Account Based Marketing App for specific profiles only, select Install For Specific Profiles. A list of different profiles will appear, you can then select the profiles you want to grant access to. Then, click on Install to download the package on your Salesforce organisation. You will receive an as soon as the package is installed. 12

13 Accounts page layout To display Azalead Account Based Marketing information on the account pages, you need to customize its layout. Go to Configuration > Application Configuration > Personalize > Accounts > Page Layout. Select the page layout on which one you want to display the Azalead Account Based Marketing Information. Create a new section by dragging the component section where you want to display the information on the page layout. You can call this section: Azalead Marketing Engagement Summary. Then drag and drop the fiel Summary in this specific section. Then go to the menu Related lists and drag and drop the Marketing Engagement Detail list. Click on the tool icon to define the columns which should appear in the related list as show below. Select the fields as shown below and sort the Date Column by descending order. 13

14 Save your changes. Opportunities page layout Go to Configuration > Application configuration > Personnalize > Opportunities > Page Layout. Select the page layout where you want to display Azalead Account Based Marketing Information. Then go to the related list menu and drag and drop Opportunity Website Activities list. Then click on the tool icon to define the columns which sould be displayed in the related list section. Select the fields as shown below and sort the date column by descending order. 14

15 Save your changes. Profile updates (optional) If you want to add access to specific users go to: Configuration > Admin Configuration > Manage users > Profiles Click on the profile you wan to update: Click on the object permission and give a read access on the following objects: - - Opportunity Website Activities Marketing Engagement Detail 15

16 Save your changes. 16

17 Annexes 17

18 I. Standard Salesforce objects permission requirements Leads Connector version Basic Advanced Fields Object Permission Create X X Read X X Field Level Security Read X X X X Name, FirstName, Company, Street, PostalCode, City, Phone, Country or CountryCode, LeadSource Name, FirstName, Company, Street, PostalCode, City, Phone, Country or CountryCode, LeadSource Accounts Connector version Basic Advanced Fields Object Permission Create Read X X X X Field Level Read X X Id, Name, BillingCity, BillingCountry,

19 Security BillingPostalCode, Unique ID* X Summary * : only for advanced ion Contacts Connector version Basic Advanced Fields Object Permission Create Read X X Field Level Security Read X X Id, LastName, FirstName, Title, Phone, MobilePhone, Opportunities Connector version Basic Advanced Fields Object Permission Create Read X X Field Level Read X X Id, Amount, Probability, CloseDate, IsWon,

20 Security IsClosed, CreatedDate Tasks Connector version Basic Advanced Fields Object Permission Create Read X X Field Level Security Read X X ActivityDate, WhoId, Subject, Description, Status ActivityDate, WhoId, Subject, Description, Status Users Connector version Basic Advanced Fields Object Permission Create Read X X Field Level Security Read X X Id, name

21 II. Custom Salesforce objects permission requirements Marketing Engagement Detail Connector version Basic Advanced Fields Object Permission Create Read X X X Field Level Security Read X All X All Opportunity Website Activity Connector version Basic Advanced Fields Object Permission Create Read X X X Field Level Security Read X All X All