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SalesForce.com Installation Guide

TABLE OF CONTENTS Overview ....................................................................................................................... 1

Requirements ............................................................................................................... 1

Installation Instructions............................................................................................... 2

Configuration ............................................................................................................... 4

Configure PMAPS WebPro Field Mapping ........................................................................... 5

Configuring Custom WebPro Utilities .................................................................................... 8

Submit to WebPro ................................................................................................................... 9

WebPro Documents .............................................................................................................. 11

Customize the New RFP Notification .................................................................................... 12

Updating the Managed Application .......................................................................... 16

Uninstalling the Application ...................................................................................... 17

Single Sign On Using Salesforce.com ..................................................................... 18

Create New Connected App ................................................................................................... 18

Assign Managed Profiles ........................................................................................................ 20

Download Security Certificate ............................................................................................... 23

Test Single Sign On ................................................................................................................. 24

Update Integration Settings ................................................................................................... 24

PMAPS WebPro <<document name>> i Rev: 1/9/2015

OVERVIEW The PMAPS® WebPro SalesForce.com application enables automated integration between PMAPS WebPro and SalesForce.com in a seamless, repeatable way. Your SalesForce.com Administrator installs the managed package, which installs several objects in the SalesForce.com environment. The SalesForce.com Administrator uses mapping option to select the fields desired to be imported and/or exported from SalesForce.com. This list represents available opportunity fields to corresponding tracking fields from the PMAPS WebPro Dashboard. The Administrator then maps the desired fields to either allow for export to, or import from, PMAPS WebPro.

Throughout this documentation, there are graphical representations of screens. Please be advised that due to application customization the names of some of the fields in such graphics may not match those in use within your application.

REQUIREMENTS We recommend using a separate, unique SalesForce account to manage this integration; however, an existing account may be used and the SalesForce.com Administrator can limit the permissions if desired. It is critical that the SalesForce user have the appropriate Administrator rights to perform all installation and configuration tasks contained in this installation guide.

We also recommend using your SalesForce sandbox for initial installation and testing purposes. Upon complete satisfaction with the configuration and testing, install to the production version of SalesForce.

Once you identify the user account, please provide the following information to Proposal Software by sending it to your client services manager directly. Please note that the following are examples.

SalesForce Server: https://na4-api.SalesForce.com/

SalesForce Username: [email protected]

SalesForce Username Password:

SalesForce Token for username: dQVIHeKlufnRGewci8OYXAek

The password you provide is encrypted within your dedicated SQL database.

Proposal Software support will send a notification to the client’s Single Point of Contact (SPOC) that the SalesForce integration is live. Then, follow the installation process outlined below.

This integration requires the Enterprise Version of SalesForce.com. It will not install on the Group Edition or Professional Edition.

PMAPS WebPro Salesforce.com Installation Guide 1 Rev: 1/9/2015

https://na4-api.salesforce.com/

mailto:[email protected]

INSTALLATION INSTRUCTIONS 1. Log into SalesForce.com. If using the sandbox, be sure to log into that site.

2. Allow access to the PMAPS WebPro servers by going to Setup, Security Controls, Remote Site Settings and add the following:

a. Remote Site Settings: PMAPSWebPro

b. Remote Site URL: Enter your PMAPS WebPro Domain URL (minus your client name): Example: https://secure.pmapswebpro.com

3. Click Save.

4. Your client services manager will send you the installation URL to use for your version of PMAPS WebPro. Copy and paste it into the open SalesForce.com window’s address bar: SalesForce will prompt log in if necessary.

If installing in your sandbox substitute the first part of the link https://login.salesforce.com/ with https://test.SalesForce.com/.

5. Review the package installation details. Then, click Continue.


https://login.salesforce.com/

https://test.salesforce.com/packaging/

6. Review the package’s API access details. Then click Next.

7 Choose security level. We recommend the level Grant access to admins only. Then, click Next.

8. Click Install.

9. The Install Complete window confirms completion.

10. Click Save.


CONFIGURATION 1. Locate the Force.com App Menu and click on the PMAPS WebPro icon.

2. Copy and paste the appropriate URL into the Web Service URL field:

For Hosted clients: enter your PMAPS WebPro URL https://secure.pmapswebpro.com/{clientname}/DataServices/SalesForce/SalesForceIntegration.asmx and replace {clientname} with the appropriate client name from your WebPro URL.

For Installed clients: enter https://{websiteofWebProServer}/DataServices/SalesForce/SalesForceIntegration.asmx and replace {websiteofWebProServer} with the appropriate web site.


3. Enter the Web Service Username provided separately.

4. Enter the Web Service Password provided separately.

5. Enter the Proposal Upload Proposal URL: https://secure.pmapswebpro.com/{clientname}/dashboard

This field controls the URL when the user clicks the ‘Submit To WebPro’ button in SFDC.

Configure PMAPS WebPro Field Mapping 1. Select the fields to map and direction of data transfer between SalesForce and WebPro:

PMAPS Field = internal field name in WebPro

PMAPS Field Label = client label name in WebPro

PMAPS Field Type = the type of data field in WebPro

Direction = which direction data should move:

SalesForce -> WebPro = data will be pushed from SalesForce.com to WebPro

WebPro -> SalesForce = data will be pushed from WebPro to SalesForce.com

Bi-directional = data will be pushed both ways (not recommended)

SalesForce Object = the data source for the field (Account, Contact or Opportunity)

SalesForce Field = the data field in SalesForce from the Object selection

Required = if checked, will force the user to complete this field before sending the opportunity information to WebPro.

2. At a minimum, map the internal PMAPS Fields ProposalName and ProspectName.


https://secure.pmapswebpro.com/%7bclientname%7d/dashboard

3. To import contact records, they must be in Last, First format. To accomplish this, use a

formula to pull in the names from existing SalesForce fields to combine into a new field labeled specifically for mapping to WebPro.

4. To create a formula to map contact records in the correct format, go to the Setup menu for the user account controlling this application.

5. Go to the Build section and open the Customize menu, and then open the Opportunities menu.

6. Select Fields and scroll down to Opportunity Contact Custom Fields & Relationships.

7. Click the New button.

8. Select Formula from the Data Type options, and then click Next.


9. Enter the Field Label (this will be the selection from the dropdown list in configuration) and

choose Text as the Formula Return Type.

10. Copy the formula for full name and paste it into the space provided for the formula; or, insert the appropriate merge fields and operators. Below is an example only. Then, click Next.

11. Select the SalesForce user(s) or group(s) for whom the field is visible and click Next. It is not necessary to make this field visible since its use is only to push information to WebPro. Then, click Next.


12. Click Save to add the field to the Contact Layout.

13. Return to Configure PMAPS WebPro Mapping.

14. Locate the contact field to map to WebPro and select Opportunity from the SalesForce Object dropdown on that row. Select the newly added custom field from the SalesForce field dropdown from the same row (from step 9 above).

Configuring Custom WebPro Utilities There are two custom utilities available with the SalesForce integration. These utilities appear in the Opportunity Layout as custom buttons.

Submit to WebPro – allows the SalesForce user (e.g., sales representative) to submit a proposal request to WebPro, which creates a new record in the WebPro Dashboard

WebPro Documents – allows the SalesForce user to submit a related document with the above request, which is available as the linked document to the new record in the WebPro Dashboard


Submit to WebPro 1. To create the activity that submits a record to WebPro, go to the Setup menu for the user

account controlling this application.

2. Go to the Build section and open the Customize menu, and then open the Opportunities menu. Select Page Layouts.

3. Locate the appropriate Opportunity Layout that contains the data that will map to WebPro. Note: there may be many different layouts based on the SalesForce user account used to control this application and it is critical to choose the correct layout.

4. Click Edit next to the appropriate Opportunity Layout.

The layout will display the current layout of this page and allow changes to that configuration.


5. Click the Buttons section from the Opportunity Layout.

6. Drag the Submit to PMAPS WebPro icon to the Custom Buttons section of the Sample Opportunity Layout. The drag and drop is successful when you see the green checkmark appear.


WebPro Documents 1. While still in the Opportunity Layout, switch to the Related Lists option. Scroll down past

the Opportunity Sample.

2. Drag the WebPro Documents icon and drop it where it should appear in the Opportunity Layout. We recommend it be the first item. The drag and drop is successful when you see the green checkmark appear.

3. Click the Related Lists Properties button for the WebPro Documents section.

4. Add the desired properties to display in this section of the Opportunity. Then, click OK.


5. Click the Save icon under the Opportunity Layout settings.

6. Click Yes to confirm the changes for all users.

The system returns to the Opportunity Layout selection page indicating the custom configuration is complete.

Customize the New RFP Notification 1. From Salesforce.com go to Setup, then to App Setup and click on Installed Packages.


2. Click on the link to the WebPro application under the Package Name column.

3. Click on the View Components icon.

4. Under Package Components, click on the New RFP Notification link of Type Email Template.


5. Click the Edit icon.

6. Enter the desired email message and click Save.


7. Return to Package Components and click the New RFP Notification under Type Workflow

Rule.

8. Click the Edit icon.


9. Enter the email addresses for the recipients of the email notification. If the recipient is a

Salesforce.com user or contact, search the Recipient Type to identify names in the Available Recipients field. Add desired recipients to the Selected Recipients field. If the recipient is not a Salesforce.com user or contact, enter the email address(es) manually in the space allotted for additional emails. Click Save.

UPDATING THE MANAGED APPLICATION This option is available only for clients who currently have the Salesforce.com WebPro Application version 2.6. If you have any version prior to 2.6, the application must be uninstalled and the new version installed as a new application.

1. Log into SalesForce.com. If using the sandbox, be sure to log into that site.

2. Your client services manager will send you the update installation URL to use for your version of PMAPS WebPro. Copy and paste it into the open SalesForce.com window’s address bar: SalesForce will prompt log in if necessary.

If installing in your sandbox substitute the first part of the link https://login.salesforce.com/ with https://test.SalesForce.com/.


https://login.salesforce.com/

https://test.salesforce.com/packaging/

UNINSTALLING THE APPLICATION 1. To uninstall, go to the Setup menu for the user account controlling this application.

2. Go to the Build section and click on Installed Packages.

3. Look for the WebPro application and click Uninstall.

Review the warnings, package components, and related custom object data that to delete.

4. Click the Yes, checkbox and click Uninstall.

5. While the uninstall is progressing, the status will be displayed.

6. Once the uninstall is complete, the status will change to Uninstall Complete. An email will also be sent to confirm the uninstall. If desired, delete the uninstalled application from SalesForce.


SINGLE SIGN ON USING SALESFORCE.COM PMAPS WebPro can integrate with SFDC SSO (Single Sign-on) using SAML 2.0. SSO will act as the Identity Provider and PMAPS WebPro is the Service Provider. This connection method will only work if the SalesForce username matches an existing user within PMAPS WebPro.

Before beginning the process outlined below, contact your client relationship manager to notify Proposal Software that you would like to begin using single sign on with Salesforce.com. Please provide a Salesforce.com administrator contact information responsible for installing and configuration of this feature (name, phone number and email address).

A member of our technical services team will confirm your PMAPS application is ready for single sign on use via Salesforce.com.

Once you receive this confirmation, follow the steps below to configure single sign on via Salesforce.com.

Create New Connected App 1. Create a new Connected App by going to Setup > Create > Apps.


2. Under Connected Apps click the New icon.

3. Under Basic Information, enter a Connected App Name field (e.g., WebPro).

4. Under Web App Settings check the Enable SAML box.


5. Under Web App Settings (expanded) enter an Entity ID (e.g., WebProSandbox).

5. Under Web App Settings (expanded) enter the ACS URL replacing “ClientURLEnding” with the end portion of your PMAPS application URL (between the last two forward slashes /).

6. Click the Save icon.

Assign Managed Profiles 1. Under Administration Setup, go to Setup and click on Managed Apps.


2. Go to Setup and click on Managed Apps then locate the Connected App just added and click

on the link (do not click on Edit).


3. Click on the Managed Profiles icon and select the profiles for which users should have access

and then click Save. Below is only an example, this must be performed according to your Salesforce.com user profiles.


Download Security Certificate 1. Under Administration Setup, go to Security Controls and click on Identity Provider.

2. Under Identity Provider, click the Download Certificate icon.


3. Send the downloaded certificate file to your client relationship manager. Do not proceed to

next steps until you have received confirmation that your certificate has been added to your PMAPS application profile. If you have previously uploaded a security certificate that will no longer work. The certificate must be created in this way.

Test Single Sign On 1. Under SAML Login Information, right-click on the IdP-Initiated Login URL and choose to

open in a new tab or window.

2. If successful move to the next section. If unsuccessful, notify your client relationship manager or technical services representative.

Update Integration Settings 1. Under SAML Login Information, copy entire the IdP-Initiated Login URL to your clipboard.

2. From the Force.com App Menu (upper right of Salesforce.com) select the PMAPS WebPro application.


3. Click on the PMAPS WebPro Integration Settings tab.

4. Paste the IdP-Initiated Login URL into the Proposal Upload Proposal URL field and then click Save.

5. Test the single sign on by submitting a test opportunity to PMAPS WebPro and then click on the Work on Proposal icon after submission.

6. If successful, single sign on from Salesforce.com configuration is complete.

7. If unsuccessful, notify your client relationship manager or technical services representative for further troubleshooting.
