Instructions to Install and Configure the Consensus Salesforce Professional App (Lightning)

In this article we will review how to Install and Configure the Consensus SFDC Professional app. This includes adding the Consensus section within your page layouts as well as passing new leads into SFDC.

Salesforce is a powerful tool that allows you and your teams to manage their prospects and opportunities. The Consensus SFDC Professional integration allows you to include the Demo View data collected from Consensus directly within your SFDC account. This enables you to not only see Demo views right within SFDC, but also allows you to include this data within your reporting. In this article, we will cover:

What the Consensus Salesforce Professional App can do

Depending on your configuration options, here are some of the things the Consensus Salesforce Professional App can do. The app:

  • Loads historical Consensus engagement data into Activity Records in the Salesforce lead or contact record
  • Allows Salesforce users to see detailed video engagement data when contacts or leads engage with Consensus demos
  • Creates new activity records for leads or contacts that engage or share Consensus demos
  • Creates new lead records for historical leads or demo recipients inside Consensus
  • Loads new lead data and updates to Salesforce using Webhooks (push method) for more instantaneous information inside your CRM
  • Loads analytics data into custom objects so you can create custom reports and dashboards inside Salesforce based on Consensus engagement activity
  • Allows users to create and send custom DemoBoard links from within the app to leads or contacts
  • Shows up-to-date Consensus engagement analytics for leads, contacts, and opportunities

Installation


To install the Consensus Salesforce Professional App:

  • Login to Salesforce as a System Administrator.
  • Copy the Consensus Salesforce Professional App package install link you received from your Account Manager
  • Paste it after the Salesforce domain in the browser.
    1. Lightning mode: paste it after https://[your domain prefix].lightning.force.com/[past the install package link here]. 
  • The Consensus Salesforce App displays these installation options.
  • Choose which user types require the Consensus app.
    If installing for specific profiles, choose Consensus System Administrator for users that need access to Configuration tab (usually the user or users that you want to complete the configuration for the Consensus Salesforce App.

    For others profiles assign Consensus Standard User.

Click to acknowledge that you are installing an application that is not part of the AppExchange (we are in the process of getting it approved).

Configuration

Configure a Domain Name

NOTE: If you already have a Domain name for your Salesforce instance you can skip this paragraph.

Click the Gear icon (SETUP).
Type the “domain” word into the Quick search box on the top left corner of any page




And choose the “My domain” menu item and click on it to open a My domain page

Follow the instructions: enter the name of domain that you prefer (it must be unique for all Salesforce instance), click Check Availability and then Register Domain if it is available.



When the installation process is completed, switch to the Consensus application.

Accessing the Configuration Page

Accessing the Configuration Page in Classic mode

Click the 9-dots menu icon.



Find to Consensus application tab and click to it.

Then open a Configuration page by clicking on the Configuration tab


Configuration Page

Select the Configuration Mode. Choose Consensus Customer unless you are an internal Consensus employee.

  • NOTE* Access to perform a ‘Test Connection’ is granted for Admin users only.




    Add the Consensus API key and secret.

    Get the values from Consensus in the Integration area:


    Click Test to test the API settings. Consensus displays a success message if it is communicating with the API properly.

    Choose what historical data to load. Read the instructions on the Configuration tab carefully.


    To setup Schedulers correctly read the instruction carefully.

    Select the option ‘Enable to create new leads by Webhooks’ if you want Salesforce create a new leads from Consensus Recipients when you receive a ‘Demo Watched’, or create a new lead form Consensus Lead when you receive a ‘New Lead’ webhook from Consensus.

    Select the option ‘Use Secondary Email’ if you want Salesforce to use the ‘Consensus email’ instead of ‘Salesforce email’ in requests to Consensus for Users within the Account which have ‘Consensus email’ on the ‘Consensus User Info’ setup.

    ‘Run Data Update’ button will run schedulers with selected options.

    ‘Run Permission Update’ button will run scheduler for updating permissions on the Consensus User Info tab. It runs once per 24 hours. This is used to keep permissions up to date for Demo and other Permissions within Consensus. NOTE* This scheduler won’t affect the scheduler for data synchronization

Consensus User Info Setup

Salesforce Administrator only has access to that page. The Administrator is able to configure the list of Users within the account which will have access to Consensus data.

Open the ‘Consensus Users Info’ page by clicking on the Consensus Users Info tab

The list of added Users is displayed on the page

To add a new User, click New in the top right corner

Fill in needed fields and Save

NOTE* if User has the same Salesforce and Consensus emails it is no need to fill them both, it is enough to fill a Salesforce email

‘Consensus User UUID’ and ‘Consensus User Group UUID’ are filled automatically. For that, after adding a new User open the ‘Configuration’ tab and click Test Connection (if there is any User in the list of users with different Salesforce and Consensus emails, the checkbox ‘Use Secondary Email’ should be checked). If all data is correct, values for the ‘Consensus User UUID’ and ‘Consensus User Group UUID’ fields will be automatically added to the ‘Consensus Users Info’ tab (It might take 5-10 seconds)

Admin mark

You can mark a User as an Admin when you create/update a User as well as within the whole list of Users on the ‘Consensus Users Info’ tab. Users marked as an Admin will see the whole list of Leads, Accounts, Contacts or Opportunities within the corresponding pages (while non-Admins will see the data, they have access to based on their permissions).

Importing Consensus User Emails into Salesforce

Open Consensus App and select the Gear Icon () and select Manage Users & Access

Within the 'Users' tab you will see the 'Download Manage Users Report' button. Select this button to download the report that will contain the Consensus Users emails for your Users.

You can now use this CSV along with the Users Salesforce Email to add their Consensus Emails within Salesforce.

Open a ‘Consensus Users Info’ tab in Salesforce and click Import

Select the “Custom objects” tab and click on the “Consensus User Info” object.

Select one of possible actions (‘Add new records’ as example).

Upload a CSV file by dragging it or choosing from computer memory and click Next

Click on Map

Select ‘Consensus email’ and ‘Salesforce email’ fields and click on the Map button.


NOTE* Make sure that all Users have the same email in Consensus and Salesforce. Otherwise, you will need to update Salesforce emails for Users who has different emails on the ‘Consensus User Info’ tab

Click Next and then Start Import button

Click OK on the popup

Check the status of Uploaded email(s).

After importing Consensus User Emails, you need to open the ‘Configuration’ tab and click Test Connection (if there is any User in the list of users with different Salesforce and Consensus emails, the checkbox ‘Use Secondary Email’ should be checked). If all data is correct, values for the ‘Consensus User UUID’ and ‘Consensus User Group UUID’ fields will be automatically added to the ‘Consensus Users Info’ tab (It might take 5-10 seconds)

Adding the Consensus Component to Page Layouts

The Consensus Salesforce App includes a Consensus component that shows detailed analytics about the Lead, Account or Contact you have open.



To make the component appear in other predefined applications (such as Sales), select that layout, edit the layout (click Edit page under Gear icon in the top right corner).

To add the Consensus Salesforce App component, you need to add new ‘Demos’ tab in the section ‘Page >Tabs’. Select the section ‘Page >Tabs’ and click Add Tab in the right section



Click on the newly added tab and choose ‘Custom’ from dropdown. Print ‘Demos’ to the ‘Custom Label’ input field and click Done


Drag ‘Demos’ tab to the top of the ‘Tabs’ list

Select ‘Demos’ tab

Add the component titled “InvitesComponent” from the Custom-Managed area to the page and Save the layout.

Repeat the same steps for other Lead, Account, Contact or Opportunity page layouts where you want the component to appear.

 

*NOTE: Once you have completed all the above steps you will need to configure SFDC Profiles for your Consensus users using this article: https://support.goconsensus.com/configuring-standard-user-profiles-for-sfdc-updated-08/21

 

Creating a DemoBoard (Demo Invite)

You can create a DemoBoard (Demo invite) for any Lead, Account, Contact or Opportunity within the Consensus Salesforce App Component.

Open the detailed information about any Lead, Account, Contact or Opportunity and click ‘Create Demo Invite’

Fill in Organization, Recipient information (it might be a multiple list of Recipients), select a Demo, Subject and the message body. For you can use Merge fields (below is described how to use it).

NOTE* Organization, Recipient information are added automatically based on Lead, Account, Contact or Opportunity data. You can update it.

You can also insert a Button/Text link to the email.

Button link.

You can manage the Button link name, button corner radius, color of the button and color of the text. When you finished all button customization press ‘Insert’ and the button will be added to the message body.

Text link.

You can manage what type of the link to use – regular or shorten. When you finished all customization press ‘Insert’ and the link will be added to the message body

How to use Merge Fields

When you send a demo from within the Consensus Salesforce App, Consensus sends demos through the API and will be sent via the Consensus email service (it uses the SendGrid SMTP service).

When composing the subject line or body of your email you can use the same merge fields as you can use within the Send a Demo page inside the Consensus web application:

  • {{recipientfirstname}}
  • {{organization}}
  • {{demobutton}}
  • {{senderfirstname}}
  • {{senderlastname}}
  • {{senderorganization}}
  • {{logo}}
  • {{senderemail}}

Setting Up New Lead Pass from Consensus to SFDC

“Pull” vs “Push”

Every time you open a Lead, Account, Contact, or Opportunity page that has the Consensus app component on it, Consensus retrieves analytics information for those leads or contacts. This is what is called a “pull” request, meaning that at the time you open the page, the app sends a request to get the latest information for those leads or contacts.

If you want to have the activity records in Salesforce updated at the time the New Lead is created in Consensus, you need to set up Webhooks to “push” the data from Consensus at the time of the event, for example.

Add new site

To add new site you need to the page SETUP Sites:

  • Click the Setup under Gear icon in the right top corner
  • Type the ‘Site’ word into the Quick search box on the top left corner of any page
  • And choose the Sites menu item and click on it to open a SETUP Sites page 
  • Open the Site creation page by clicking New
  • Fill in all required fields
    • For the field ‘Active Site Home Page’ use the value Demo_Contact_Page OR Demo_Lead_Page.
  • Click Save button

New Lead Flow from Consensus Into Salesforce

There are two ways to get new leads from Consensus into Salesforce:
  • Webhooks (Recommended) - By configuring a Webhook, your lead data will flow into Salesforce immediately and more securely, however there is limitations to field mapping options. 
  • Web to Lead. By configuring the Web to Lead settings in Consensus, Consensus will send the data through Salesforce’s WebToLead functionality. This allows more custom mapping of lead form fields to fields in Salesforce but takes longer to arrive in Salesforce because it relies on Salesforce’s WebToLead processing queue.

Configuring Webhooks to Work With the Consensus Salesforce App


To configure Webhooks you’ll need an active domain and site defined in Salesforce.

  • Lightning: User Interface -> Sites and Domains -> Sites

NOTE* Make sure to click Activate to activate the site.

Add the DemoManager web service class to the site with public access permissions
  • To do this, open the Sites page, then click on your Site Label:
  • Click on Public Access Settings:
  • Next find and open Apex Class Access, press Edit button and add the "Consensus.DemoManager" apex class.
  • After saving these settings in Salesforce, configure Webhooks settings in Consensus Settings:


    • In our example we used the URL: https://*******.force.com/services/apexrest/Consensus/DemoManager/
    • NOTE* Please pay attention that Salesforce accepts POST requests (webhooks) through HTTPS only.
  • Now, take the first part of the "Site URL" (https://*******.force.com/) from your Site page (see our screenshot below), replace the HTTP by HTTPS and add the rest to the webservice class: services/apexrest/Consensus/DemoManager/
  • Save your settings and test the webhook from within Consensus by clicking the Test button next to each type of webhook (Demo Watched, New Lead, UTM).
  • Next, add Read and Edit privileges for existInConsensus.
    • Go to Sites, then click on the Site Label name then click Public Access Settings, Field-Level Security
    • Once on this page, click Leads, then View and lastly Edit. Make sure Read and Edit are checked for existInConsensus
    • Click Save, then Back to Profile
These next two should just need to be verified:
  • Open the Sites page, then click on your Site Label
  • Find and click Public Access Settings button
  • On the ‘Public Access Settings’page, find ‘Standard Object Permissions’section and then ‘Leads’.
    Make sure ‘Read’ and ‘Create’ are enabled.
  • Under ‘Administrative Permissions’ make sure ‘View All Custom Settings’ is enabled.

    Configuring Web-to-Lead to Work With the Consensus Salesforce App

    First, we need to generate the Web-to-Lead form:

    • Click on Settings, then in the Search box on the left-hand side, type "web-to-lead". Click the Web-to-Lead link under Marketing, and then Create Web-to-Lead Form in the middle of the page.
    • Now inside of the Web-to-Lead Setup, scroll down to the bottom of the list where you will see Demo Very Important Features, Demo Somewhat Important Features, Demo Not Important Features and Demo Name. Highlight those fields, and click the Add button to move these fields into the Selected Fields box.
    • Once the Salesforce web-to-lead form is ready you will need to generate the HTML and line it up with the fields inside of your Consensus. Below is a sample of what the HTML will look like. Note: The highlighted fields will be required when configuring Consensus.
    • Now we need to configure the Web to Lead within your Consensus Account. You can access the Web to Lead integration by clicking the gear icon in the upper right-hand corner, then Integration, then Web-to-Lead Integration under the Admin section within settings in the Web to Lead Integration tab. You will need to add the ID/Name of the Salesforce Fields inside of the Consensus Web to Lead section. Below is a quick snapshot of how this will look:
      • oid value is found near the top of the HTML from Salesforce:
      • Lead Source is found at the bottom of the HTML:

    Consensus also supports passing UTM Parameters for tracking different campaigns (Google, Yahoo, etc…). These are tags that are added at the end of a URL. For example:

    https://goconsensus.com/app/view/p/6hg?utm_campaign=blogpost&utm_medium=social&utm_source=facebook

    NOTE* You will need to add the corresponding fields within the Salesforce Lead Form where we can pass the information. Once you have everything set up in the tag, click Save and all new leads that come in from filling out the Consensus Lead Capture Form will be passed into your Salesforce Account.

    How to use Merge Fields

    When you send a demo from within the Consensus Salesforce App, Consensus sends demos through the API and will be sent via the Consensus email service (it uses the SendGrid SMTP service).

    When composing the subject line or body of your email you can use the same merge fields as you can use within the Send a Demo page inside the Consensus web application:

    • {{firstname}}
    • {{lastname}}
    • {{fullname}}
    • {{organization}}
    • {{demobutton}}
    • {{senderfirstname}}
    • {{senderlastname}}
    • {{senderfullname}}
    • {{senderorganization}}
    • {{logo}}
    • {{senderemail}}
    • {{senderphone}}


    Future Improvements


    Here are some things that will be addressed more elegantly in future versions of the app.

    Reloading Demo Titles


    When sending a demo from within the app, you choose from a list of demos. In the Beta version, you need to refresh this list manually every time you create new demos in Consensus. To refresh the demo list to include new demos you may have created, open the Configuration tab, deselect all checkboxes (i.e. make sure no checkboxes are selected) and click Load Consensus data.

    Opportunity Component Shows All Contacts for the Account

    When you open an Opportunity record, the Consensus component shows all contacts for the account, not necessarily just those associated with that opportunity. This will be resolved in future releases by leveraging the Contact Roles feature in Salesforce.

    Uninstallation


    Before uninstalling the plugin you need to remove the plugin component from all Lead, Contact and Opportunity page layouts.

    To do this open a page layout in Edit mode by clicking an Edit Layout button on any records or from the appropriate menu on the Setup page.


    Find the plugin component on the page layout and click on “Remove” sign

    Or use drag-and-drop functionality to remove the plugin component

    Repeat the process for each Lead, Contact and Opportunity page layouts which contain the plugin component.

    When the all plugin components are removed open the Installed Packages Salesforce page by typing the word “install” in the Quick Search box on the Setup page.


    Now click the Uninstall link.


    Read the instructions and notes about uninstalling and scroll down to bottom of the page. Click Yes then click Uninstall and wait for the email notification that tells you that your uninstallation was successful.


    All successfully uninstalled packages placed to the Uninstalled Packages section and you can delete it permanently or stay there for history.