It's very important to follow this guide exactly to ensure your Salesforce Integration is successful and you can get the most out of the i360 Platform!
1. Ensure Proper Access
a) You are a Salesforce admin with the access to manage user permission and install managed packages.
b) The Intelligence360 Platform requires Salesforce Enterprise Edition for API access. To verify your Salesforce Edition, after logging into Salesforce, click the gear in the top-right of the screen then click Setup. Type "Company Information" in the Quick Find on the left and look at the Organization Edition field. Make sure it is at least Enterprise Edition.
Note: If you are using a Salesforce Professional license, having the optional Web Service API add-on will also suffice. Not sure if you have this add-on? If you have other tools in Salesforce like Outreach, Ringlead, or Sales Navigator, you probably already have this add-on.
c) You have an i360 Platform login with admin privileges. If you do not please contact support.
2. Install the Intelligence360 Platform Managed Salesforce Package
a) You should have received an email from email@example.com with the subject line "Invitation to join Intelligence360". Before starting the integration, click the Join Intelligence360 link in the email to log into the Platform, the email provides your username.
b) After you've successfully logged into the Platform, click the button below to install the i360 Platform Managed Salesforce Package
c) Select Install for Admins Only and check the box for "I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program."
d) Click Install
3. Update Installed App OAuth Policies in Salesforce
a) Navigate again to Setup and search for "app" in the Quick Find box. From here select App Manager
b) Locate the Intelligence360 Platform Connected App and click Manage for lightning and Edit for classic (this may take a minute)
c) Once the page loads, click Edit Policies
d) Scroll down to OAuth Policies and make sure Permitted Users is set to Admin approved users are pre-authorized
e) Save your changes
f) You will be redirected back to the Intelligence360 Platform Connected App settings where you will scroll down to the Profiles section
g) Click Manage Profiles and add any profiles you want to grant access to Intelligence360 Platform
h) Save your changes
4. Connect to Intelligence360 Platform
a) Navigate to your Intelligence360 Platform Salesforce app settings by clicking the button below
b) Scroll down and ensure that Poll primary integration only is checked. This prevents unnecessary congestion by only polling read information for the primary user throughout the day and polling all write-back information made by a non-primary only once daily.
🏖 🏖 ATTENTION: IF YOU'RE LOGGING INTO SANDBOX... 🏖 🏖
...click here before proceeding. If not, proceed to 4c.
c) Scroll back up to the top and click Enable in the top right corner
d) Navigate to your personal Intelligence360 Platform Salesforce connection settings by clicking below
e) Click Activate and go through the OAuth flow
After loading, you should see a confirmation message in the Intelligence360 Platform like the one below:
Data is now flowing from your Salesforce to the Intelligence360 Platform. Please allow 36 hours for the initial data load to complete.
If you don't see this confirmation, please contact support.