Instructions to Install and Configure the Consensus Salesforce Professional App

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. Classic mode: paste it after https://[your domain prefix].salesforce.com/[paste the install package link here]. 
    2. 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

Switch to the Consensus application. Please click the application picklist near the top-right corner and choose the Consensus item in the list of applications:



Click the Configuration tab


Please see the instructions for Configuration Page. It is the same for both Classic and Lightning mode.

Accessing the Configuration Page in Lightning 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.


Add the Consensus API key and secret.

Get the values from Consensus in the Integration area:

Click Save to save the API settings on the Configuration page.
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.



Click Load Consensus Data.

NOTE: if you choose the Load Historical Data, a window will appear before starting the load process. If possible, do not interrupt the data loading. As indicated in the instructions, importing the data may take several hours depending on the amount of data. Please consider the amount of time and decide to continue or cancel.


NOTE: If you click Load Consensus Data without selecting any of the historical data checkboxes, the Consensus Salesforce App will load only demo titles for the purpose of sending demos from within the app.


The Consensus Salesforce App shows progress bars showing the different stages of the data loading:


When it completes successfully, the app shows you this message:


While historical data is loading, the progress will show how many records are imported into Salesforce. If the app detects records that cannot be loaded, a message will appear and send an email indicating which records were in error.

Adding the Consensus Component to Page Layouts

The Consensus Salesforce App includes a Consensus component that shows detailed analytics about the lead or contact you have open.



To make the component appear in other predefined applications (such as Sales), select that layout, edit the layout, then add the component titled “InvitesComponent” from the Custom-Managed area to the page and Save the layout.

Add the plugin component to page layouts (for Classic mode only)

Open any Lead record and click Edit Layout link


Find the best place on the layout to put the plugin component. It must be a section with 1-Column layout. You can choose any existing section, for example, Description Information section, or create a new own section by dragging the Section field from the group of objects up at the top where you want to create the new section.

Use Section Properties sign to configure a section parameter 1-Column layout and also fill the name of section and needed visibility checkboxes.

For example:


Then choose the Visualforce Page item from the page layout configuration menu, find the plugin component Demo_Lead_Page, and click and drag it to your section.


Finally, configure the plugin component for better data representation.


We recommend you use values 100% for the Width and 500 (pixels) for the Height.

After that, save all changes for this page layout.



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

Setting Up New Lead Pass from Consensus to SFDC

“Pull” vs “Push”

Every time you open a lead, 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.

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.

  • Classic: Setup -> Build -> Develop -> Sites
  • 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:
  • On the Public Access Settings page, click Standard Object Permissions 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.