Overview 

The purpose of this document is to provide an overview of the Salesforce CRM integration and the necessary guidance to successfully configure the solution.

It is assumed that the reader already has accounts in both Bigtincan Hub and Salesforce, and that the Salesforce account is configured for REST API access and that the configuring user has the requisite access permissions. 

Requirements

Feature Description

The Bigtincan Hub Salesforce integration seamlessly links actions taken in the Bigtincan Hub platform with associated objects in Salesforce. The integration has a number of distinct capabilities which include;

• The ability to automatically look up leads and contacts in Salesforce
• The ability to automatically create leads and contacts in Salesforce
• The ability to automatically log actions to Salesforce
• The ability to log a meeting to Salesforce

Adding and Configuring Salesforce Fields

For the integration to function properly, there are several configuration steps that must be completed within Salesforce.  

In Salesforce, click on gear icon to open Setup (top right corner).

Allow Access 

The Hub requires certain permissions for the integration process. Users must ensure they've allowed the following permissions for successful integration: 

Click Allow to save the granted permissions. 

Setup Account Fields

1. Go to Object Manager and select Accounts. Click on Fields and Relationships.
2. Click on New under Account Custom Fields & Relationships
   
3. Select Text Area from the Data Type and click Next.
   • Note: Do not use Text Area (Long) as it cannot be used for filtering.
4. Enter the following details 
   Field Label: BTC Email Domains
   Field Name: BTC_Email_Domains (This should be auto-generated after entering the field label)
5. Click Next.
6. Select the Field-Level Security for profiles. Make sure this field is not set to read-only for anyone who will be using Salesforce CRM integration. Click Next. 
7. Click Save.

Setup Task Fields

Adding a new value

1. Go to Object Manager and click on Task. Select Fields & Relationships. 
2. Click on field label Type.
3. Under Task Type Picklist Values click on New.
4. Enter the following pick list values, each on its own line:
   BTC Share
   BTC MeetingLog (no space) 
   BTC File Opened 
   
5. Click Save.

Field level accessibility

Allow for each applicable Salesforce profile.

1. Click the Set Field-Level Security button.
2. Select Visible for all applicable profiles.
3. Click Save.

Setup Lead Fields

1. In the Object Manager, select Lead. Click on Fields & Relationships.
2. Click the Lead Source field.
3. Click on New under Account/Lead Source Picklist Values.
4. Enter the following pick list value on its own line:
   BTC Hub
5. Click Save.