Required Set Up Instructions
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      Instructions to Install and Configure the Consensus Salesforce Professional App (Lightning) - updated for V11!

      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/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.
        • 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 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
        • 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
      • 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.
      • 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.



      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.

        Webhooks 

        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.

        Secondary Email

        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 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:
          • Creation Date
          • Organization Name
          • Subtitle
          • Demo
          • Total Invitations
          • Total Views
          • Total DB Watch Time
          • Total Shares
          • Details URL

       

      • Invitation Related List Field Configuration:
        • Disable Buttona
        • Choose this list of Selected Fields:
          • Creation Date
          • DemoBoard
          • Views
          • Watch Time
          • Shares
          • Opportunity Stage (NEW)
          • Heatmap URL
          • Lead (optional)
          • Account (optional)

       

      • 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

      *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’

      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


      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.

        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.