Salesforce
Win more deals through better pilots.
Overview
Connecting your Salesforce account is an important step in unlocking the power of Opine. Opportunities provide critical details from your organization's sales pipeline that are essential to running a successful pilot. Key information from Opine is pushed to your CRM, keeping everyone in the know and minimizing time lost to manual updates.
Once you connect to Salesforce, the stages of your sales pipelines and opportunities that have been created or updated since the start of your previous fiscal quarter are imported. Pipeline changes and new deals and deal changes made in the CRM after installation are imported periodically. [1]
A pilot can be created for imported opportunities when you're ready to define success criteria. Pilot details are pushed to opportunities when criteria, tasks, and meetings are created, updated, deleted, or completed, or the target end date is changed [2].
Configure
Take these steps to configure the integration.
Authorize the Salesforce integration in the organization settings.
Specify the stage of your opportunities when pilots are active.
Specify the month when your fiscal year starts.
(Optional) Specify deal properties to update pilot details in the CRM.
(Optional) Specify deal and company properties to display in Opine's deal view.
Connect
Authorize the integration to get started with installation.
The Salesforce account Setup -> OAuth and OpenID Connect Settings must be configured to "Allow Authorization Code and Credentials Flows". This is typically already enabled by organizations that allow Connected Apps like Opine.
The Salesforce user installing the integration must be able to Manage Connected Apps so that Opine's app can be used within the account, and they must have permissions that allow them to authorize the scopes requested by the app.
Access the identity URL service (id, profile, email, address, phone)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
General
Deal import does not begin until these general settings are configured. The initial import process takes a few minutes.
Pilot Stage
Identify the stage in Salesforce that represents the pilot stage of your sales pipeline. This information is used in various features to provide insight into the lifecycle of your deals. All opportunity stages are presented as an option, and opportunities from all stages are ingested, but only one stage can be chosen.
Fiscal Year Start Month
Provide the month your business starts its fiscal year. Only opportunities created or updated since the start of your previous fiscal quarter are imported.
Opine to CRM
Update Pilot Details
Push certain details of the pilot to Salesforce when changes occur in Opine by enabling this feature. Existing opportunity fields can be mapped to available pilot details.
Unless you already have opportunity fields you want to use, you'll need to create opportunity custom fields in Salesforce. The following are example custom fields.
Pilot URL Field - URL (255)
Criteria Total Field - Number (4, 0)
Criteria Completed Field - Number (4, 0)
Target End Date Field - Date
For more information on how to add custom fields to a Salesforce opportunity object, reference the Salesforce documentation.
CRM to Opine
Configure Opine to display opportunity and account properties on Opine's deal view alongside other important deal information. For any property you add, toggling Required for Pilot will ensure your team provides values for these fields before they're able to create a pilot in Opine.
Caveats
Currently, stage and opportunity changes are imported every 24 hours. Note, however, that opportunity fields configured to display in Opine's deal details view are fetched from Salesforce when the view is loaded to ensure current values are displayed.
Changes to the custom domain do not currently trigger an update, though changes to other noted properties will carry the current domain information, causing the opportunity's pilot URL to be updated as a side effect.
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