Salesforce Integration Installation Instructions Deep Dive

Current version: DataFox Sync 1.22

You can use the following links to install the package for either production or sandbox: 

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t61000000MwT8&p1=full

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t61000000MwT8&p1=full

Prerequisites

2 prerequisites for installing and using the DataFox Sync package for Salesforce:

1. Enterprise Edition Salesforce instance

2. Admin privileges for installation.

Installation

While logged into your Salesforce instance, go to the link provided at the top of this guide to initiate the installation of the current version of the DataFox Sync package.

If you are installing the integration for your Sandbox instance, make sure you use your Sandbox login. 

Select Install for All Users and hit the Install button (Note: It's important to Install for All Users).

You should see a loading indicator telling you the package is being installed.

Installation may take a while — in which case you will be notified via email that the installation is complete. Otherwise, you will see an “Installation Complete!” message.

You now have successfully installed the DataFox Sync package for Salesforce.

DataFox News Canvas App Setup

The Salesforce Canvas application bundled in the DataFox Sync package allows users in Salesforce to see DataFox infor in the Account, Contact, or Lead pages.

Granting Access

In order to enable the canvas application, you will need to grant access to users within Salesforce.

Go to Setup and select Administration Setup > Manage Apps > Connected Apps in the left hand column.

 

From the Connected Apps view, click the link to the DataFox Connected App.

 

You should now see some information about the DataFox Connected App.

Click the Edit button at the top of the page. In the OAuth policies section of the edit page, change the Permitted Users option to Admin approved users are pre-authorized. You will see an alert. Click OK.

 

You will need to click Save for the changes to take effect.

You will now be back at the Manage Connected Apps page. Click into DataFox (underneath Master Label) to grant access to the appropriate user profiles within Salesforce. 

From the information page, click the Manage Profiles button in the Profiles section:

 

On the next page, you should select the appropriate profiles to grant access to the Canvas application. You should be able to grant access to all users profiles. Click Save for the changes to take effect:

You have now granted access to the DataFox Connected App for all the profiles you have selected.

Account Layout Setup

Below we walk through how to add the DataFoxNews Visualforce page to the Account layout. Adding the page to the Contact and Lead layouts will be analogous.

From Setup, go to App Setup > Customize > Accounts > Page Layouts from the left column:

 

From the Account Page Layout, click the Edit button on the Account Layout.

 

You should now see the Account Layout edit page:

 

Add a new Section to the Account Layout and name it appropriately (e.g. DataFox) and select the 1-column layout.

 

Click OK. You should now see a new (empty) section with the name you selected. Now we need to add the DataFoxNews Visualforce Page to this new section. From the bar along the top, go to Visualforce Pages and drag the DataFoxNews page into the new section:

You should now see the DataFoxNews Visualforce page in the new section:

Hover over the DataFoxNews Visualforce page you just created and click the wrench to edit the page’s properties. Set the properties have 100% width, 400 pixels height, and show scrollbars. Hit OK.

 

Click Save in the top left of the page to save the layout page.

You should now see the new section in every Account page.

In order to see the content within the canvas app, you will need to log in to DataFox and Connect to Salesforce.

Contact Layout Setup

From Setup, go to App Setup > Customize > Contacts > Page Layouts from the left column:

From the Contact Page Layout, click the Edit button on the Contact Layout.

 

You should now see the Contact Layout edit page: 

 

Drag the  Section box down to the Contact Layout and name it appropriately (e.g. DataFox) and select the 1-column layout.

 

 

 

Click OK. You should now see a new (empty) section with the name you selected. Now we need to add the DataFoxNews Visualforce Page to this new section. From the bar along the top, go to Visualforce Pages and drag the DataFoxNews page into the new section:

You should now see the DataFoxNews Visualforce page in the new section:

Hover over the DataFoxNews Visualforce page you just created and click the wrench to edit the page’s properties. Set the properties have 100% width, 400 pixels height, and show scrollbars. Hit OK.

Click Save in the top left of the page to save the layout page.

You should now see the new section in every Contact page.

 

In order to see the content within the canvas app, you will need to log in to DataFox and Connect to Salesforce.

Leads Layout Setup

From Setup, go to App Setup > Customize > Leads > Page Layouts from the left column:

 

From the Leads Page Layout, click the Edit button on the Leads Layout. 

 

You should now see the Leads Layout edit page: 

 

 

Add a new Section to the Leads Layout and name it appropriately (e.g. DataFox) and select the 1-column layout.

 

 

 

Click OK. You should now see a new (empty) section with the name you selected. Now we need to add the DataFoxNews Visualforce Page to this new section. From the bar along the top, go to Visualforce Pages and drag the DataFoxNews page into the new section:

You should now see the DataFoxNews Visualforce page in the new section:

Hover over the DataFoxNews Visualforce page you just created and click the wrench to edit the page’s properties. Set the properties have 100% width, 400 pixels height, and show scrollbars. Hit OK.

Click Save in the top left of the page to save the layout page.

You should now see the new section in every Leads page.

In order to see the content within the canvas app, you will need to log in to DataFox and Connect to Salesforce.

DataFox Sync

The real power of the DataFox Sync package is in enabling data sync between DataFox and Salesforce. The main configuration step here is in defining the field mappings.

DataFox Settings / Field Mappings

To get to the field mappings configuration page, go to the DataFox Settings tab. This may not be in your tabs already, so click the + button on the right side of your tabs to get to all the tabs you have available, including the DataFox Settings tab:

From the DataFox Settings tab you will be able to set the mappings of fields from DataFox to Salesforce when syncing companies as accounts and people as contacts or leads.

Notes on Field Mappings

The configuration is already pre-populated with reasonable mappings. Notice that some Salesforce fields have the “dfox__” prefix. These are fields that come bundled in the DataFox Sync package since they do not have default counterparts in Salesforce.

Note also that the address fields are special because of the dependence between countries and states, in particular due to the State and Country Picklists which are often enabled in Salesforce organizations. Due to the nature of the address fields, it is important that all address fields are mapped to parts of the same address field within Salesforce (the default is to map to the BillingAddress).

The Overwrite option determines whether syncing from DataFox to Salesforce will overwrite the corresponding Salesforce field if the Salesforce field is already populated. By default only the DataFox custom fields are overwritten when syncing. Any empty fields in Salesforce will automatically be written to when syncing from DataFox, regardless of the Overwrite setting.

You can also choose not to populate any Salesforce fields from a DataFox field by selecting “--None--” from the Salesforce field dropdown for that DataFox field.

DataFox Custom Fields

To make use of the custom DataFox fields when using the DataFox Sync package, it is very useful to add a new section with the custom fields to the Account, Contact, and Lead layouts. Here we walk through the Account layout.

From the Account layout edit page again (recall you can find this from the Setup page, going to Customize > Accounts > Page Layouts from the App Setup section of the left-hand column, and clicking the Edit link for the Account Layout page).

Create a new section on the account page by dragging a Section from the edit bar on the top into the layout. In the Section Properties box, give the section an appropriate name (e.g. “DataFox Info”) and keep the 2-column layout.

To add the custom DataFox fields to this new section, you can drag them from the Fields section of the edit bar. The custom DataFox fields will begin with DF.

After adding the custom DataFox fields, click Save on the top left of the edit bar to make sure the changes take effect.

Company Stopwords

To reduce the likelihood of false positives during matching, you can modify the "stopwords" ignored in the matching process. Common stopwords include "Corp", "Corporation", "LLC", etc (i.e. generic words in a company's name that do not help differentiate the name of one company from the name of the other.

 

 

Connecting DataFox to Salesforce

In order to start using the DataFox Sync functionality, you will need to connect to Salesforce from DataFox. You can do this from the account page within DataFox.

Without connecting, you will not be able to see information in the DataFoxNews canvas app and you will not be able to sync companies and people between DataFox and Salesforce.

From the Account Settings page in DataFox, click the Connect button in the Salesforce Sync section and allow the application.

Upon connecting, the Salesforce Sync section should show that you are connected, with the option to Reconnect.

You can now sync companies in DataFox as accounts in Salesforce and people in DataFox as contacts or leads in Salesforce. For example, we can sync Spotify in DataFox to the Spotify account we already have in Salesforce:

Back in Salesforce, we now have all the information synced from DataFox along with the DataFox iFrame.

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