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Configuring Salesforce on Responsive for Profile Center

Overview

After installing the Responsive package on your Salesforce account, you can configure the Profile Center connection within Responsive.

Permissions

You must be an Admin to configure the integration on Responsive.

Prerequisites

As a prerequisite, you must have the Responsive package installed and set up on your Salesforce account. To install and configure Responsive on Salesforce, follow the instructions mentioned in the article below.

If you have the Responsive package installed already you can skip this step.

Select the applicable tab for your edition of Responsive.

  • Configuring the Salesforce Integration in Responsive

    Go to Organization Settings > Integration > CRM, then click Configure on the Salesforce tile.

    PC - Configure Salesforce.png

    Turn the toggle on to enable Salesforce and click Submit.

    PC - Enable Salesforce.png

    Click Add New to create a new instance.

    PC - Salesforce Add New Instance.png

    Enter the details for the required fields:

    PC - Salesforce Add New Instance.png

    • Enter a name for the instance (each Salesforce account is considered an instance).
    • Select an instance from the Connect To options. If you select Salesforce by Providing Custom Domain URL, specify the URL in the Salesforce URL field.
    • Select a Business Unit to associate with the instance, if applicable.
      Note: This field displays only if Business Units have been enabled for your company.
    • Specify the Sync Interval (the interval after which data from Salesforce will be synced with Responsive).

    Click Connect to Salesforce and Publish Data For Reporting.
    Note: This connects Responsive to the Salesforce instance specified. For a seamless connection, ensure you're logged in to Salesforce on another browser tab.

    PC - Connect to Salesforce.png

    After successfully connecting to Salesforce, Account connected and Reports can be generated in Salesforce is displayed. Optionally, to test if the connection is active, click [i] Salesforce Test Connection.png icon.

    PC - Salesforce Account Connected.png

    Check the Allow association of Profile Center with Salesforce box to allow users to create profiles in Responsive and associate them with Salesforce objects.

    PC - Salesforce Allow PC Association.png

    Check the Connect using Admin account instead of Individual user account box to allow the system use a global account (configured on this page) for all Salesforce lookups (this option is available only if the Allow association of Profile Center with Salesforce objects from within Responsive box is selected).
    Note: If this box is not checked, users will have to connect to Salesforce using their own account. 

    Next, under the Select Object Type for Project Association section:

    • Select the object type for association by clicking the associated checkbox.
      Note: To restrict an object type from association with Responsive, you can clear its checkbox.
      PC - SFDC Object Settings.png
    • Set a default object type for association with Salesforce. The option set here will be selected as the default while associating profiles with Salesforce.
      PC - SCFC Default Object.png

    Finally, turn on the toggle to enable the instance, then click Submit.

    PC - Enable SFDC New Instance.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Configuring the Salesforce Integration in Responsive

    Go to Organization Settings > Integration > CRM, then click Configure on the Salesforce tile.

    PC - Configure Salesforce.png

    Turn the toggle on to enable Salesforce and click Submit.

    PC - Enable Salesforce.png

    Click Add New to create a new instance.

    PC - Salesforce Add New Instance.png

    Enter the details for the required fields:

    PC - Salesforce Add New Instance.png

    • Enter a name for the instance (each Salesforce account is considered an instance).
    • Select an instance from the Connect To options. If you select Salesforce by Providing Custom Domain URL, specify the URL in the Salesforce URL field.
    • Select a Business Unit to associate with the instance, if applicable.
      Note: This field displays only if Business Units have been enabled for your company.
    • Specify the Sync Interval (the interval after which data from Salesforce will be synced with Responsive).

    Click Connect to Salesforce and Publish Data For Reporting.
    Note: This connects Responsive to the Salesforce instance specified. For a seamless connection, ensure you're logged in to Salesforce on another browser tab.

    PC - Connect to Salesforce.png

    After successfully connecting to Salesforce, Account connected and Reports can be generated in Salesforce is displayed. Optionally, to test if the connection is active, click [i] Salesforce Test Connection.png icon.

    PC - Salesforce Account Connected.png

    Check the Allow association of Profile Center with Salesforce box to allow users to create profiles in Responsive and associate them with Salesforce objects.

    PC - Salesforce Allow PC Association.png

    Check the Connect using Admin account instead of Individual user account box to allow the system use a global account (configured on this page) for all Salesforce lookups (this option is available only if the Allow association of Profile Center with Salesforce objects from within Responsive box is selected).
    Note: If this box is not checked, users will have to connect to Salesforce using their own account.

    Next, under the Select Object Type for Project Association section:

    • Select the object type for association by clicking the associated checkbox.
      Note: To restrict an object type from association with Responsive, you can clear its checkbox.
      PC - SFDC Object Settings.png
    • Set a default object type for association with Salesforce. The option set here will be selected as the default while associating profiles with Salesforce.
      PC - SCFC Default Object.png

    Finally, turn on the toggle to enable the instance, then click Submit.

    PC - Enable SFDC New Instance.png

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