Connecting to multiple Salesforce instances

Overview

This is an add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

You can integrate multiple Salesforce instances with your Responsive instance. You can use these separate integrations simultaneously while creating projects and intakes in Responsive. This articles describes how to set up multiple Salesforce integrations, and how to link projects and intakes created in Responsive to the correct Salesforce instance and object.

Your organization needs to leverage two separate instances of Salesforce for different geographical locations, lines of business, or sales pipelines. In this case, you can connect each instance of Salesforce to a single instance of Responsive. Once connected, your project manager can create projects and have access to data living across each instance of Salesforce, giving you the ability to associate your active project with the correct opportunity.

Permissions

Users must be Salesforce Admins with Admin Level permissions to complete the integration.
Before you can create new instances, you must contact our Support team to have the Add New button enabled.

Select the applicable tab for your edition of Responsive.

Integrating Multiple Salesforce Instances
1. Go to Organization Settings > Integrations. The CRM tab is displayed by default. Click the toggle to enable it.
2. Select for Salesforce to display the configuration settings.
3. You have the ability to have three instances, a production instance, a sandbox or test instance, or another instance with a custom domain. If you need another, contact your account manager.
  
  To add a new instance, click the radio button for the type of instance you want to add.
4. Enter the required details such as name, sync interval, and Salesforce URL. If you have Business Units (BUs) enabled, specify the details as needed.
  Note: Once a BU is specified, the new instance will be available only for that BU. You can create multiple instances for the same BU.
5. Click Connect to Salesforce. You will be prompted to log in to Salesforce and you will receive a message saying the account is connected.
6. In Responsive, select the checkbox Allow Association of Intake/Projects with Salesforce objects from within Responsive.
7. Select the checkbox Connect using Admin account instead of individual user account.
  Note: If this is not selected, the created Salesforce instances will not display when creating projects, intakes, or custom fields.
8. Select the default object type for project association, and map the fields you want to use.
9. When you are finished, click Save.
You can create Salesforce projects and intakes for this instance directly from the Responsive app for specific BUs. You can modify or delete the created instances any time.

Creating Salesforce projects from Responsive

As a best practice, we recommend connecting your projects in Responsive to Salesforce whenever you can. Follow the steps below to connect a Responsive project to a Salesforce instance, and the correct object type within that Salesforce instance.
1. Login to Responsive and select Projects from the left navigation pane. The Projects page displays. Click Create New.
2. Click the Salesforce icon to associate the project with Salesforce. The Salesforce Details page displays.
3. Select the instance that the project should be mapped to from the Choose Instance drop-down list (all instances created for the selected BU are listed).
4. Select the Object Type.
5. Use the Search box to search for the object name and select it.
6. Click Add. The project name is populated with the object type you selected from Salesforce.
7. Enter the remaining details and create the project. Once created, the project displays in your Salesforce account.
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.