Installing Salesforce Through Proposify
What access does this bring?
The Salesforce integration in Proposify
The Salesforce Managed Package -> found through Salesforce App
Important Questions Before Starting:
Have you linked your Salesforce account to Proposify yet?
Follow the instruction below to make things easier on the Salesforce side. You’ll need an admin in your Proposify account to complete this.
Does your Salesforce Plan have API access?
If the answer is “no,” you can stop here. We can only work with an account with API access. You’ll need to speak to your Salesforce manager to have that feature added to your account.
Do you have admin access to your Salesforce account?
If the answer is “no,” you’ll need to grab them. We need a Salesforce admin’s access to set this up and can’t proceed without it.
Is your account subscribed to the Proposify Business plan?
Proposify’s Salesforce integration is available to users on the Proposify Business plan. Take a look at our pricing page and speak with a sales rep for more information.
Link Your Proposify and Salesforce Accounts
NOTE: This needs to be done by the account owner or another Proposify admin.
To get started, you’ll need to link your Proposify account to your Salesforce account. You can do this by selecting Integrations from the Navigation Bar:
This will take you to the Integrations page. Click Salesforce to reach Salesforce Settings:
If your account requires a subdomain, or you’re connecting to a sandbox environment, enter the URL in the text box before proceeding. Otherwise, you can leave that field blank. Next, Click Get connected!
This will take you to the Salesforce login page. Enter your login credentials and click Log In.
HEADS UP: Make sure the User or Account login you use has full access to Opportunities, Contacts, Products, Accounts and Users as well as an Admin profile. We need this so we can pull and make changes to contacts and opportunities.
Once complete, you’ll see a confirmation message and Salesforce Settings will now have more options:
Install the Proposify App Exchange App
Step one: Access your Salesforce account
Step two: On the left hand corner click the App Launcher and click view all.
Step Three: Click App Exchange
Step Four: In the search bar, click Proposify and click the left most icon
Step Five: Download
This process can take up to 15 minutes, why not grab a coffee or a snack?
Step Six: Next, a modal may prompt you to log in to the App Exchange, in this case, click the Open Login Screen button in the bottom right of the modal.
When prompted with where to install the app, click install here
Step 7: Select Install for Admins Only and click Install.
Next you will need to approve third-party site access. Click the checkbox on the left-hand side of the modal and then click Continue.
Adding Proposify in Salesforce
The next step is to install Proposify to Salesforce and add it to the opportunity record page, to do so follow these steps!
Navigate to Setup. Expand Objects and Fields, then select Object Manager.
From the left-hand menu, click Lightning Record Pages, then click Opportunity Record Page.
Click Edit to enter the Record Page Editor.
From the left-hand menu, expand the custom-managed menu, then drag the Proposify icon to your preferred position on the record page.
Once done, click Save to save your changes.
HEADS UP: Some accounts may require activation before a component is installed. If that’s the case, click Activation... to the right of the Save button to activate it.
Navigate to an opportunity (any opportunity), then click Edit Layout, found at the top of the page.
From the Fields section, drag Section to where you would like it to appear in the opportunity.
A Section Properties menu will appear. Name the section and set it to 1-Column under the layout section.
From the Fields menu at the top of the page, click Visualforce pages.
Drag proposify_opportunity to your newly-created section:
You’ll need to adjust the size of this section to see the entire app. Click the wrench icon at the top right of the visualforce element to open this section’s Properties menu.
Set Height to 360 and enable show scrollbars, then click OK.
Click Save at the top left of the Layout menu.
Step 8: After you have added the widget, navigate to an opportunity record. You should now be able to view the widget on the right-hand side of the Opportunity page. The Redirect URL should be found underneath the Proposify icon. Click the clipboard to the right to copy the URL.
Step 9: Return to your Proposify account. Click the Add Application button and paste link into “Redirect URL” box. Then click Save.
Step 10: Copy the “Client ID” by highlighting the text and copying.
Step 11: Now return to your Opportunity Record Page and paste the Client ID in the Client ID Text-box. Repeat this step for the client secret key. Click the Save and Log in button.
Ensure that any users that need to use this integration have the correct permission set.
Click the gear icon on the top right and click Setup
Search “Permission Sets” in the Quick Find Search Bar on left hand . Then click Permission Sets. Under permission sets scroll to “Proposify Standard User” and click into it.
Within the Permission Sets page, click the Manage Assignments button.
Click Add Assignments
You will be redirected to a page of all users, select the users you would like to edit permission settings with and click Assign, then click Done.