Instructions to Install and Configure the Consensus Salesforce Standard Version

What Does the Salesforce Standard Integration Do?

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


  • Allows users to create custom links and send demos 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 Standard Edition:

  • Login to Salesforce as a System Administrator.
  • Use this link to start the installation: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3m000000OdEGAA0
  • 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.

Read the instructions on the Configuration tab carefully.

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 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.

Once you have all of the page layouts updated, you will see the Consensus Demo Invite added to the page. From here, you can see analytics and may also send demos from this screen by clicking Create Demo Invite.

 

 

The popup screen will show the required values for sending the demo. Press Send once the email is ready.

 

Configuring SalesForce to Transfer Leads from Consensus Standard Edition

New Lead Flow from Consensus Into Salesforce

 To get new leads from Consensus into Salesforce:

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

In order 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.

Configuring Consensus for Web-to-Lead

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

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}}