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
- 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
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:
- Sign into Salesforce: login.salesforce.com
- Install Champify with our one-click installer: go.champify.io/install
- Select “Install for All Users”
- Click “Install”
- Grant access to “api.champify.io”
- Click “Continue”
- Install typically takes between 2-20 minutes. When it completes, you’ll receive an email from Salesforce.
Create Salesforce Integration User
We recommend creating an integration user dedicated to running Champify so that jobs run reliably and independently of any individual in your organization.
- Create the integration user with either a standard Salesforce license or a Salesforce Integration license. If you create a user with the Salesforce Integration license, you must assign the “Salesforce API Integration” Permission Set License Assignment.
- Apply the “Champify Integration User” Permission Set to the user. If you’d like to be able to view the admin user interface with the integration user, you can apply the “Champify Administrator” permission set as well.
Ensure proper Salesforce permissions
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
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
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
Layout 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
Lightning Component Instructions
- Navigate to any Salesforce contacts → Setup → Edit page → Search “Champify” → Drag and drop the “Champify Contact Layout Card” to the side bar / desired location → Save
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”
Further information on Champify Explorer: Champify Explorer documentation
Create new field for “Past Account Name”
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
Using Email Relay and Bounce Management together requires special care because it can cause Sender Policy Framework (SPF, a common email security standard) to fail to validate. The Salesforce bounce management feature relies on setting each outgoing email's return path (also called the "envelope from address") to an address at bnc.salesforce.com. SPF works by extracting the domain in the return path to find a set of authorized IP addresses. When you use Email Relay and Bounce Management, the IP address of your relay does not match the authorized IP addresses for the domain (bnc.salesforce.com). This results in an SPF "soft failure" -- it does not mark your message as invalid, but it may reduce your deliverability. See https://help.salesforce.com/s/articleView?id=000382778&type=1 for more details.
We recommend enabling Bounce Management to flag bounced emails. This will improve email deliverability for emails surfaced by Champify.
Please note that if Email Relay is enabled, you will need to first confirm that you’ve created a DMARC policy for your domain. Then, enable Salesforce’s DKIM signing feature to sign outgoing mail. See Email Relay Best Practices for more details.
Live Walkthrough
Last updated on May 7, 2024