Customizing Your Salesforce Integration
Salesforce is incredibly customizable. It only makes sense that you should be able to customize how Proposify interacts with your Salesforce account. This article covers the different options available in Salesforce Integration Settings.
Navigate to Integration Settings
To reach integration settings, select Integrations from the navigation bar, then click Salesforce:
Application Settings
Salesforce Application Settings keeps a record of your Client ID and Secret required to install the Proposify Salesforce App. Click the associated button under Salesforce AppExchange Applications to recover them if you ever need to reconnect your app.
Click here for instructions on installing the app exchange app.
Disconnect Salesforce will disconnect your Salesforce account from Proposify. If you need to disconnect the app to troubleshoot, your settings should return and all linked opportunities will reconnect.
Automation Settings
Automation Settings enables you to choose how Proposify creates new opportunities and moves existing opportunities through their stages.
Manage Streams
By default, no Salesforce opportunities will be created or linked when you create a new sales document in Proposify. In Manage Streams settings, you can assign streams to automatically create a new deal whenever a document is made within it.
If you select the box next to a stream, Proposify will default to creating a new opportunity. If deselected, we’ll leave it up to you to link/create/leave your proposal.
Once you’ve selected your streams, click Save Settings to save your changes.
Stage Progression
Create a stage mapping
HEADS UP: This option in Proposify may override validation rules in Salesforce if Hierarchical Custom Settings are present. You may want to keep these at “do nothing” if you have a complex workflow, as stage progression may be blocked.
Proposify’s Stage Progression feature enables your sales documents to update your Salesforce opportunity stages as the document is sent, viewed, and closed. By default, we’ll keep all options at do nothing.
Use the dropdown menus to select the stage your opportunity will transition to. You can create different pre-sets to map to different documents.
Assign a stage mapping
By default, we’ll apply the Default Stage Mapping group to your documents. You can assign stage mapping presets from the Template Editor. To do so, enter the Template Editor for your chosen template. From there:
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Expand the Template Settings menu
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Click Mappings
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Expand the Assign to your template dropdown and select the mapping you’d like to assign
Map Fields
Map Fields enables you to link your Salesforce Opportunity, Contact, or Account fields to Proposify Variables.
In Salesforce Settings, click Map Fields, then choose the field type you wish to map. Expand the dropdown and select your Salesforce field, then expand and select the Proposify Variable it should be linked to.
Salesforce Field
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This dropdown pulls your current list of object-associated fields and allows you to map them to Proposify.
Proposify Field
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This shows the Proposify-side of the Salesforce field you’d be mapping. It will update based on the object associated with the Salesforce field. If there’s no dropdown, this field is mandatory in Proposify.