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.
- Follow the instructions here if you are using Salesforce Classic
- Follow the instructions here if you are using Salesforce Lightning
If you have the Responsive package installed already you can skip this step.
Configuring the Salesforce Integration in Responsive
Go to Organization Settings > Integration > CRM, then click Configure on the Salesforce tile.
Turn the toggle on to enable Salesforce and click Submit.
Click Add New to create a new instance.
Enter the details for the required fields:
- 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.
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 icon.
Check the Allow association of Profile Center with Salesforce box to allow users to create profiles in Responsive and associate them with Salesforce objects.
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. - Set a default object type for association with Salesforce. The option set here will be selected as the default while associating profiles with Salesforce.
Finally, turn on the toggle to enable the instance, then click Submit.