Bigtincan Salesforce Integration

NOTE: In setting this up you will need to contact our internal team to be able to finalize recommendation rules for the content. This will need to be done by our internal team. 

 

Article Sections

 

 

Admin Configuration

Items needed for setup

  • Bigtincan account
  • Salesforce account
  • Tenant URL for Salesforce

 

  1. Start the Salesforce CRM integration by signing into your Bigtincan Hub application as an administrator. 
  2. You will then navigate to the Platform Configuration by clicking on the button located at the bottom of the left navigation bar.  Click on Platform Configuration
  3. You will then click the CRM Integration button. Click on CRM Integration
  4. Once on the CRM Integration section, you will select the dropdown menu, and select the Salesforce option           Screenshot 2024-02-07 at 8.51.06 AM.png 
  5. Now click on the Authenticate button to connect to the Salesforce environment that would allow you to perform the rest of the setup.
  6. After clicking on the Authenticate button, you will be redirect to the consent confirmation page. 
  7. You will now be brought back to the Bigtincan Hub application. 
  8. You have some additional settings on this page that you can configure as per your liking and once done, click on Save at the top right of the page.
  9. Now the company wide setup is done, and you can proceed with the next part about giving permissions to users, and instructions on how users can connect to Salesforce to start using the app.



Granting Permissions to Users

  1. Navigate to the Platform Configurations area by clicking on the button located at the bottom of the left navigation bar   Click on Platform Configuration
  2. You will then go to Configuration Bundles and pick the config bundle  of your choice.
  3. Once you hit the edit button, square with writing utensil, you will scroll down the page until you get to External Integrations and make sure the check box is on for CRM Integration and save at the top. This enables the CRM integration for the users part of this configuration bundle.
  4. Now the admin setup for the CRM integration is complete. Your users will now be able to see the Salesforce Logging functionality when sending a HubShare.

 

 

 

User Configuration

Each user needs to be signed in to a Salesforce account in Bigtincan Hub before being able to use the CRM logging functionality. Users have a dedicated CRM setting in their user setting where they can manage the CRM connection and also modify some settings.

  1. Sign in to your Bigtincan account.
  2. Click on your avatar on the top right, and click on Settings.
  3. Now click on the CRM option on the left side.

Screenshot 2024-02-07 at 5.07.30 PM.png

  1. If you are not already logged in, it would show an Authenticate button. Click on the Authenticate button.
  2. Follow the prompts and login to your Salesforce account. It may require you to provide consent to the Bigtincan app (if the admin has not already done so on behalf of the organization).
  3. Once authenticated, you are all set.
  4. You can modify additional settings as per your liking. The settings are automatically saved as you make changes.
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