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 configuring permission sets.
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
- Installing the Consensus Salesforce Professional App
- Configuring the Consensus Salesforce Professional App
- Managing Consensus User Info
- Adding the Consensus Component to Page Layouts
- Permission Sets
- Creating a DemoBoard (Demo Invite)
- Unistallation
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/Tasks in the Salesforce lead or contact record
- We currently track these activities based on the email address that we match with a lead or contact.
- We track email invitation events and demo watched events. Email invitation events are currently only created if a Demoboard is sent out of Salesforce.
- The aggregate of these activities will also show on the parent Account level.
- Allows Salesforce users to see detailed engagement data when contacts or leads engage with Consensus demos
- If enabled, creates new lead records for historical leads or demo recipients inside Consensus
- Loads analytics data into custom objects so you can create custom reports and dashboards inside Salesforce based on Consensus engagement activity
- Custom Objects include:
- Demos (all Consensus Demos)
- DemoBoards ( all Consensus DemoBoards
- Invitations (all invitations or recipients that get added to DemoBoards)
- Views (all individual views by recipients (invitees) of DemoBoards
- Features (all feature selections tied to their respective view
- Custom Objects include:
- 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
- Associates DemoBoards to Accounts and Opportunities
- and more!
Installation
To install the Consensus Salesforce Professional App:
- Login to Salesforce as a System Administrator.
- Download the Consensus App from the Salesforce AppExchange HERE.
- The Consensus Salesforce App displays these installation options. You can choose to install in your Production or Sandbox environment during this step.
- We recommend installing the App for All Users.
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
You will need the "Admin Consensus" permission set (included in our managed package) assigned to yourself in order to access the Configuration page:
Configuration Page
You will need to login with your Consensus credentials in order to access the Configuration page:
After logging in, select the Configuration Mode. Choose Consensus Customer unless you are an internal Consensus employee.
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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 > API Credentials tab:
Click Test to test the API settings. Consensus displays a success message if it is communicating with the API properly.
Read the instructions on the Configuration tab carefully regarding which Schedulers you'd like to turn on. Change the Scheduler #7 "Time Interval to Sync" to at least 15 minutes to ensure that apex jobs are completing before a new cycle begins.
‘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 Management
Only a Salesforce Administrator has access to this page, as long as they also have the "Admin Consensus" permission set assigned to them. The Administrator is able to configure the list of Users within the account which will have access to Consensus data. You will not need to manually add users to this list anymore after the v11.3 update, but you can see and manage who has signed into the Consensus app in SFDC.
Open the ‘Consensus Users Info’ page by clicking on the Consensus Users Info tab
The list of added Users is displayed on the page
‘Consensus User UUID’ and ‘Consensus User Group UUID’ are filled automatically when the user logs into the Consensus app in SFDC.
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).
Adding the Consensus Custom Objects to to Page Layouts
- Step 1: Add DemoBoard and/or Invitation Related Lists to each Object Page Layout
- You will be able to add the DemoBoard related list to Accounts and Opportunities, and the Invitations related list to Opportunities, Contacts, and Leads (or wherever you want this data available in layout views).
- DemoBoard Related List Field Configuration
- Disable Buttons
- Choose this list of Selected Fields:
-
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- Creation Date
- Organization Name
- Subtitle
- Demo
- Total Invitations
- Total Views
- Total DB Watch Time
- Total Shares
- Details URL
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- Invitation Related List Field Configuration:
- Disable Buttons
-
- Choose this list of Selected Fields:
- Creation Date
- DemoBoard
- Views
- Total Watch Time
- Shares
- Invite Opportunity Stage
- Heatmap URL
- Person
- Choose this list of Selected Fields:
- Step 2: Add new Demolytics Section to each Standard Object
- While updating each object, we recommend adding a new section called “Demolytics.”
- This is a place that each user can have high level rollup statistics for associated Demoboards.
- Simply add a new section and drag in the following fields of your choosing:
- See Totals and Averages for:
- Total DemoBoards
- Total DB Views
- Total DB Shares
- Total DB Watch Time
- Last Demo Activity Date
- Avg DB Views
- Avg DB Shares
- Avg DB Watch Time
- Days Since Last Activity
New recommended Consensus Layout for Standard Object Detail Pages
- This applies to Opportunities, Accounts, Contacts and Leads, or as you determine would be best for the workflow that your sales teams follow.
- You can implement the new CreateDemoBoard component wherever you think is most beneficial and accessible.
*NOTE: Now that the related lists are added to the Page Layout, we recommend building a new Tab called “Consensus” to house the new invite component, and the related lists for DemoBoards and Invitations.
Adding the Consensus Components to Lightning Page Layouts
*NOTE: If you are NOT enabling your users to send Consensus DemoBoards from within Salesforce, then you don’t need to complete this section.
Step 1: Adding the Custom DemoBoard component.
The Consensus Salesforce App package includes a custom component that allows your Consensus users to properly authenticate with our web application, create DemoBoards, and send those DemoBoards with email templates.
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, we suggest adding a new custom labeled’ tab called “Consensus” 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 ‘Consensus’ to the ‘Custom Label’ input field and click Done
Add the custom component titled ‘createDemoBoard” 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.
Step 2: Adding the Related Lists to Each Page View.
- Add 2 single - related lists to the page layout on the new Consensus tab.
- One related list for DemoBoards, and one for Invitations.
- Make sure each list is an “Enhanced List”
*NOTE: Once you have completed all the above steps you will need to configure Secure API for Consensus using these articles:
https://support.goconsensus.com/creating-a-salesforce-connected-app-for-secure-api
https://support.goconsensus.com/setting-up-salesforce-sites-for-consensus-sfdc-9.1-required
Permission Sets
End User Permission Set
Step 1: Find the "Consensus Users" permission set
*IMPORTANT: Please choose Consensus "Users" (plural). There are 2 options here, which can be confusing. This Permission Set is used for standard end users, not Admins.
Step 2: Assign the "Consensus Users" permission set to the necessary end users.
Admin Permission Set (for Admin access to the Consensus app in SFDC)
Step 1: Find the "Admin Consensus" Permission Set
Step 2: Assign the "Admin Consensus" permission set to the necessary Admin users
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’
If creating a demoboard from the Opportunity page, Organization and Subtitle will be prefilled. Organization is the Account Name, and Subtitle is pre-filled with the Opportunity Name (but you can edit to whatever you want).
Fill In 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 and subtitle 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
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
Uninstallation
Before uninstalling the plugin you need to remove the plugin component from all Lead, Contact and Opportunity page layouts. You will also need to deactivate the flows.
Removing the Consensus Component:
You can do this quickly by simply deleting the tab on the page layout you are editing. Or, you will need to delete the individual component.
Deactivating the Flows:
Go to Setup > and search for "Flows" inside of the left sidebar menu. Select "Flows" under the Process Automation section.
Once you see the list of Flows (note you might need to make a filtered view to more easily identify the Consensus packaged flows), then you will need to view the details of each one and "deactivate" it.
Select "Deactivate."
Uninstalling the package
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.