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Salesforce Install

Salesforce Install

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.

Live Walkthrough

Install Salesforce Package

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Before installing, ensure you have sufficient space for Champify’s custom contact, lead, account, and activity fields. Here is the full list. Please Note:
  • Installation alone will not automatically enable any functions or automations.
  • By default, Champify will never overwrite, delete, or modify your existing CRM data, and Champify’s apex governor prevents jobs from exceeding Salesforce limits.
 

Install Instructions:

  1. Sign into Salesforce, then install via this link: go.champify.io/install
  1. Select “Install for All Users” → Click “Install” → Grant access to “api.champify.io” → Click “Continue”
  1. Install typically takes between 2-20 minutes. You’ll receive an email once complete.
 

Create Integration User

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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 user with either a standard Salesforce license or Salesforce Integration license.

If using the Integration license, assign Champify’s “Salesforce API Integration” permission set, and ensure that the integration user has permissions to view and modify all standard fields.

 

Review Permission Sets

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Only needed if the user configuring Champify is not a Salesforce system administrator.

Under setup → permission sets, assign the “Champify Administrator” permission set to any non-admin that will be managing Champify’s configuration.

 

Review Duplicate Rules

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Only needed if the “Standard” Duplicate Rules are active for contacts or leads.

Background:

  • Salesforce’s “standard” duplicate rules can mistake 2 contacts with the same name as duplicates (even if they’re at different companies), and can block Champify from operating.

Instructions:

  • Setup → Duplicate Rules
  • If “standard” duplicate rules are active for contacts or leads, add a condition to each rule to “only run if” “is a champify” = FALSE, then save the change.
 

Add “Champify” to Lead Source picklist

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This ensures accurate measurement and attribution for Champify. Champify will automatically set these values, only when creating net new contacts and leads.

Instructions:

  • Setup → Object Manager → Lead → Fields & Relationships → Lead Source → Add picklist value → “Champify” → Save
  • If you also use Champify’s Calendar Sync product, also add “Champify - Calendar Sync” as a separate picklist value
 

Page Layouts → Contact, Lead, Account

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

Recommended Approach → Champify Lightning Component

  • Setup → Object Manager → Select Object → Page Layouts
  • Edit page → Search “Champify” → Drag and drop the “Champify Contact Layout Card” to the side bar / desired location → Save

Secondary Approach → Add Fields Directly

  • Settings → Objects → Contacts → Page Layouts → Select Page Layout → Add “Champify” section → drag & drop the below fields under the section → save
Notion image
 

Add Champify Explorer to Navigation

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Champify Explorer is the best location for reps to action Champify records, directly in Salesforce. This will make the tab easily accessible to Sales Reps.

Add the tab to the Salesforce Navigation Bar → “Edit” → “Add More Items” → “New” → Search & select “Champify” → Drag to Navigation Items List → “Save”

Notion image
Notion image

Further information on Champify Explorer: Champify Explorer documentation

 

New Field → “Past Account Name”

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Needed for populating Sales Engagement templates

Background:

  • “Champify Past Account” is lookup field, but Salesloft & Outreach variables need text fields

Instructions:

  • Object Manager → contact and/or lead → fields and relationships → new field → formula → text type → field name = “past account name” → mark as visible → don’t add to page layouts
  • Toggle to “Field Mapping” within the Champify Admin tab. Navigate to the contact-level field mapping and map the new”past account name” to #12 "person - past account name”
Notion image
 

Enable Bounce Management

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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.

 
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Last updated on May 7, 2024

Playbooks & Templates Account, Contact & Lead Page Layouts