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Salesforce: Integration Tutorial

1.  Installation Prerequisites

Before beginning the installation, please make sure that:

  • You are using Salesforce Enterprise Edition or Unlimited Edition.
  • If you are installing Leadspace in a Salesforce sandbox environment, make sure that the sandbox is a “Full-copy Sandbox” so that Leadspace can access your CRM data.
  • Leadspace supports the following browsers: Internet Explorer version 10 and above, Firefox version 40 and above, or Google Chrome.

If you encounter any difficulties during installation or setup, please refer to the Troubleshooting section at the end of the Customizing Salesforce Page Layout article, or inform your Leadspace contact.

2.  Install Leadspace Package In Salesforce

  • The first step in the integration process is to install the Leadspace package onto your Salesforce environment.
  • Login to the Salesforce environment on which you wish to install Leadspace.
  • Extract the environment Salesforce.com Organization ID.
    • It can be easily obtained by going into:
    • SFDC Setup -> Administration Setup -> Company Profile -> Company Information                     -> Salesforce.com Organization ID
    • Once you have the organization ID, please send it to the integration manager or support@leadspace.com 
  • Copy & paste one of the following URL's to your browser’s address bar and install for All Users
    • If you are installing Leadspace in your organization’s Salesforce production environment, use:
      https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000K6N7
    • If you are installing Leadspace in a Salesforce sandbox environment, use:
      http://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000K6N7
  • On the Package Installation Details page, click "Continue"

  • When the Approve Third-Party Access notification appears, check the “Yes, grant access…” box and click "Continue".

     
  • Click "Install"

3. Connect to Leadspace Server

  • Here we'll be connecting to the Leadspace backend server.
  • Enter "Setup", then go to "Develop" => "Custom Settings" 


     
  • Click "Manage" next to Leadspace Settings.
  • Click the top "New" button.



  • Consult with Leadspace Integration Manager or your Customer Success Manager to know which of the following URL’s you should insert into the Leadspace Server field:

    A. https://login.leadspace.com
    B. https://prd41.leadspace.com

    And click "Save".

     

Leadspace Enrichment Panel integration complete!

4.  Add Leadspace VisualForce Page to Salesforce Page Layouts

  • Enter Salesforce "Setup".



  • On the left-side menu, under "App Setup", go to "Customize" => "Leads" => "Page Layouts"
  • Click "Edit" next the Lead Layout entry. Note: If your Salesforce implementation has multiple lead page layouts, repeat the following steps for each page layout.
  • Click "Visualforce Pages" 
  • Drag the Section box down to where you want the Leadspace Panel to be placed.



  • In the Section Properties dialog that appears, change the Section name from “New Section” to “Leadspace"
  • Select the 1-Column layout option and click "OK."



  • Drag the "Leadspace Lead Panel" box down into the new Leadspace section, which you created above.




  • Click the wrench icon to edit the LeadspaceLeadSection properties.



  • In the Visualforce Page Properties dialog, change the height from 200 to 456 and click "OK."



  • Click "Quick Save" (in the toolbar near the top of the page).

Customizing the Salesforce Contacts Page layout

  • Enter Salesforce "Setup".
  • On the left-side menu, under "App Setup", go to "Customize" => "Contacts" => "Page Layouts"
  • Click Edit beside the Contact Layout. Note: If your Salesforce implementation has multiple contact page layouts, repeat the following steps for each page layout.
  • Click "Visualforce Pages" (in the list at the top left-hand side of the page).
  • Drag the Section box down to where you want the Leadspace Panel to be placed.
  • In the Section Properties dialog that appears, change the Section name from "New Section" to "Leadspace" and select the 1-Column layout option and click "OK."
  • Drag the Leadspace Contact Panel box down into the new Leadspace section, which you created in the steps above.
  • Click the wrench icon to edit the Leadspace Contact Panel properties.
  • Change the height from "200" to "456" and click "OK."
  • Click "Quick Save" (in the toolbar near the top of the page).

Customizing the Salesforce Accounts Page layout

  • Enter Salesforce "Setup".
  • On the left-side menu, under "App Setup", go to "Customize" => "Accounts" => "Page Layouts"
  • Click Edit beside the Contact Layout. Note: If your Salesforce implementation has multiple contact page layouts, repeat the following steps for each page layout.
  • Click "Visualforce Pages" (in the list at the top left-hand side of the page).
  • Drag the "Section" box down to where you want the Leadspace Panel to be placed.
  • In the Section Properties dialog that appears, change the Section name from "New Section" to "Leadspace", select the 1-Column layout option and click "OK."
  • Drag the Leadspace Account Panel box down into the new Leadspace section, which you created in the step above.
  • Click the wrench icon to edit the Leadspace Account Panel properties.
  • Change the height from "200" to "456" and click "OK."
  • Click "Quick Save" (in the toolbar near the top of the page). 

 


To customize your Salesforce environment to work with Leadspace, please continue to the Leadspace customization article.

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