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Salesforce Install & Setup

Salesforce Install & Setup

How to install Champify’s Salesforce package, and the settings needed to ensure Champify can properly operate in your CRM. Not all items require action.

Overview

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This article walks through the settings to review, and potential adjustments needed to ensure Champify can properly operate in your CRM. Not all items require action.
  • Install Salesforce Package
  • Create Salesforce Integration User for Champify
  • User Permissions
  • Duplicate Rules
  • Lead Source Picklist
  • Contact & Lead Page Layouts
  • Custom Field for “Past Account Name”
  • Enable Bounce Management

Install Salesforce Package

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If installing user is not a Salesforce system admin, ensure the installing user has permissions needed to install a Salesforce managed package.

Before you install, confirm field limits

  • Upon installation, Champify’s managed package adds a number of custom fields to your standard Salesforce objects. Here is the full list.
  • While it is uncommon to exceed Salesforce’s custom field limits, it is a best practice to confirm your Salesforce has sufficient space for additional custom fields before installation.

Please note that:

  • Installation alone will not automatically enable any functions or automations.
  • Champify will never overwrite, delete, or modify your existing CRM data.
  • Before any Champify jobs run, Champify’s Apex Governor checks your Salesforce limits (storage, API calls, async apex) and won’t run if you are too close to those limits.

Installation Instructions:

  1. Sign into Salesforce: login.salesforce.com
  1. Install Champify with our one-click installer: go.champify.io/install
  1. Select “Install for All Users”
  1. Click “Install”
  1. Grant access to “api.champify.io”
  1. Click “Continue”
  • Install typically takes between 2-20 minutes. When complete, you’ll receive an email from Salesforce.

Create Salesforce Integration User for Champify

To ensure the Champify jobs consistently run independent of attrition, please set up a Salesforce Integration User for the Champify app.

Ensure proper Salesforce permissions

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Action is only needed if the user configuring Champify is not already a system administrator in your Salesforce. If you are not a system admin, please follow the steps below.

Under Salesforce settings, apply the “Champify Administrator” permission set to your user. Additionally, ensure that your user profile has access to view and edit standard fields on standard objects.

Review Duplicate Rules

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Action is only needed if you use Salesforce’s Standard Duplicate Rules for contacts and/or leads. Please review the instructions below for more details.

Background:

  • Salesforce’s “standard” duplicate rules can mistake 2 contacts with the same name as being duplicates, and can block Champify from operating.

Instructions:

  • If the SFDC standard duplicate rules are active on contacts or leads, you must edit the rule with a condition that states “only run if” “is a champify” = FALSE.

Add “Champify” to your Lead Source Picklist

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This ensures accurate measurement and attribution for Champify. Champify will automatically set these values, only upon net new contact/lead creation.

Instructions:

  • Settings → Objects → Lead → Fields & Relationships → Lead Source → Add picklist value → “Champify”
  • If you also use Champify’s Calendar Sync product, it is also a best practice to add a separate picklist value for “Champify - Calendar Sync”
  • Repeat for contacts

Add Champify fields to contact, lead and account page layouts

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This ensures key Champify datapoints are visible on contact & lead detail pages.

Instructions:

  • Settings → Objects → Contacts → Page Layouts → Select Page Layout → Add “Champify” section → drag & drop the below fields under the section → save
  • Repeat this same process with leads — *only relevant if you use lead objects in Salesforce
      • Notion image
 

Add Champify Explorer to the SFDC Nav Bar

Background:

The primary location for reps to review their Champify records is via Champify Explorer. This is a custom experience hosted within Salesforce.

Add the tab to the Salesforce Navigation Bar. Within Salesforce: “Edit” pen icon → “Add More Items” → “New” → Search and select “Champify” → Drop up to the top of the list —> “Save”

Notion image
 
Notion image
 

Further information on Champify Explorer: Champify Explorer documentation

Create new field for “Past Account Name”

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This is needed if you use Outreach or Salesloft for sales engagement, in order to pre-populate Champify messaging templates.

Background:

  • While Champify includes a lookup to “Past Account” on both contacts and leads, tools like Outreach and Salesloft default to displaying the account ID instead of the account name.
  • So, instead of mapping the lookup field to the corresponding custom field in Outreach or Salesloft, we’ll create then map a new field.

Instructions: video here

  • Settings → objects → contact → fields and relationships → new field → formula → text type → input the formula below → mark as visible → do not add to contact or lead layout pages
  • ChampifyIo__Past_Account__r.ChampifyIo__cleanName__c
  • *needed on contacts, or leads, or both… depending on which objects you configure Champify to manage*

Enable Bounce Management

We recommend enabling bounce management in Salesforce to flag bounced emails.

Live Walkthrough

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Last updated on May 7, 2024

Playbooks & Templates Account, Contact & Lead Page Layouts