Salesforce Overview

Description

Salesforce is an online solution for customer relationship management, or CRM. Conveyor integrates with Salesforce so you can measure your business impact and save time when reviewing access requests.

This feature is available on our Growth Plan. Contact us to learn more.

Benefits

Save time reviewing access requests
Many vendors on Conveyor save time by hosting a public Portal link and letting customers and prospects request access themselves. (See "Share Via Link" on Inviting Customers and Prospects ). With the Salesforce automation, you can auto-approve customers under certain conditions, and get a link to their Salesforce record if you need to inspect further.

See the Amount for each Questionnaire's OpportunityWhen you integrate with Salesforce, we'll pull back the opportunity amount for each questionnaire you're completing in the Questionnaire Eliminator. That way, you can sort and triage based on that information.Measure your overall business impact
Curious how your Rooms activity contributes to your company's top line revenue? Need to make the case to the higher-ups that you need more resources? By installing our Salesforce integration, you'll get a new graph on your Dashboard that shows revenue associated to your Rooms connections. Finally, security teams will be able to report on their impact to the business by showing how much revenue they are influencing, how many accounts are going through security reviews, and time saved by proactively sharing their security artifacts.

Invite customers from Salesforce

If your sales team prefers to issue direct invitations to customers via Salesforce, you can set up a modal like so directly in Salesforce. For more info on how to configure this modal, see Inviting from Salesforce

Submit questionnaires from Salesforce and see their status

If you're using the Questionnaire Eliminator, you can have your sales team submit questionnaires without leaving Salesforce, keep abreast of the questionnaire's status directly in Salesforce, and even receive the final file back in Salesforce. For more information on how to configure this flow, see Uploading a questionnaire from Salesforce.

Setup permissions

The Conveyor Salesforce integration uses OAuth to grant authorization for Conveyor's Salesforce Connected App. We then use that authorization to fetch your Salesforce data.

Whichever account you use to authenticate, Conveyor will get the permissions on that account when fetching your Salesforce data. That means if, for example, you authenticate using your Salesforce admin's account, Conveyor will likely get permissions to fetch more Salesforce data than we need. If that does not pose an issue for your organization, then authenticating Conveyor using your Salesforce admin's account is the quickest way to complete setup.

However, if scoping down to the minimum permissions is important to your organization, we recommend creating a new user that has only the minimum permissions Conveyor needs to make this integration work. See the Creating a scoped-down Salesforce account documentation to learn more.

Setting up the integration

As a reminder, setup for the Salesforce integration uses OAuth to authenticate. To get that setup:

1. Make sure you're logged in as an account owner of your Conveyor app

1. Click on the "Organization Preferences" in the lower left of your screen
2. Under the "Integration Configuration" section, click "Add Integration"
3. Select the Salesforce integration and click "Next Step"
4. Click "Authenticate"

7. You will be redirected to Salesforce. Enter either a Salesforce admin credential or a scoped-down credential as described in Creating a scoped-down Salesforce account
8. Review the permissions Conveyor is requesting and click "Allow"

And that's it! You will be redirected to Conveyor and you should see your integration successfully setup.

Usage

In Conveyor, you can see the Salesforce charts if you go to "Dashboard" in the nav bar. Also, you will see a link to the Salesforce Account if you have any requests to access your Room, and on any connections that match a Salesforce Account.

Calculating ROI

• We leverage the opportunity details to determine how much and which month to count revenue towards
• The close date needs to be after the creation date of the connection in Conveyor. This is so we know that Conveyor helped with the deal.
• The opportunity needs to be marked as closed won for it to appear in the analysis.

Troubleshooting

The most common problem when setting up the Salesforce integration is not granting permissions to a table or field. Make sure you follow the instructions in the Creating a scoped-down Salesforce account and check each table / field is visible on the profile you are assigning to your Conveyor user.

The Salesforce chart in Conveyor will tell you which field is missing. Unfortunately, due to a limitation on Salesforce's side, even if there are multiple fields missing permissions, we can only show you one field at a time.

If you receive an error message when trying to sync create your integrated tickets, please check the above items and contact [email protected] if the problem persists.