Salesforce.com Evaluation Configuration

Projector is capable of integrating with your Salesforce.com installation after some initial setup. This article walks you through the initial configuration and by the end you will be able to pull data from Salesforce into Projector. This basic configuration is meant for evaluation purposes. Production integration of Salesforce requires the Projector development team to customize your installation to fit your business' needs. To learn more about advanced Salesforce.com integration features please contact the support team.

The basic configuration is meant for evaluation purposes. Salesforce integration testing should only be done using a Sandbox or Trial installation.

Prerequisites

Salesforce.com Professional Edition or higher

The integration uses your original installation owner's permissions for pushing data into Projector. If your installation owner has changed, then you can contact the support team to have the user updated.

Projector Configuration

Check each setting in this table to ensure Projector is configured correctly.

Step	Description
Enable the SalesForce module	If it is disabled please contact Projector support to have it enabled. For Revolutionary Solutions Corporation users this will be enabled by default.
Create a Projector resource for each Opportunity Owner in Salesforce	Opportunity Owner identities are controlled by your Salesforce personal information setting. Each of these should match the Display Name of a Projector resource. In this example image you would need a resource with a display name of Thomas Sherman
Make sure that you have a USD currency setup	You can view existing currencies and add new currencies from the Currencies and FX Rates Editor. Revcorp trial users can skip this step.
Make sure that you have a non-zero USD rate card setup	You can view existing rate cards and add new rate cards from the Rate Card Editor. Revcorp trial users can skip this step.
Create a Department called Staff and a Title called Staffmember in that department	See the Department and Titles Editor.

Configure SalesForce.com Opportunities

You must configure SalesForce.com to include custom fields for Opportunities. These instructions and screenshots may vary slightly from SalesForce.com as they modify their user interface.

1. Enter Setup

2. Navigate to App Setup | Customize | Opportunities | Fields

3. You will need to create the following four custom fields for Opportunities.

Field Type	Field Label	Values	Field Name
Pick List	Cost Center Name	The name of each cost center in your installation	CostCenterName
Pick List	Project Location	The name of each location in your installation	ProjectLocation
Date	Project Start Date		ProjectOpenDate
Date	Project End Date		ProjectCloseDate

3a. Choose New from the Custom Fields panel

3b. Enter the information for each field in the table described above. Do not include the __c seen in the screenshot. This is added automatically by Salesforce.

Trial Users

For Revolutionary Solutions Corporation users you can cut and paste the following default values for Cost Centers and Locations. If you have edited or added to these then you should visit the Locations Editor and Cost Center Editor and enter those values instead.

Cost Centers
RevCorp CA
Public Sector Practice (CA)
RevCorp US
Financial Services Practice (US)
Public Sector Practice (US)
Retail Practice (US)
Telecom Practice (US)

Locations
Colorado Springs
Quebec
Springfield

4. Add Projector engagement types as Salesforce opportunity types. The full name of the engagement type should match the Salesforce type.

4a. Click on Type

4b. Click on New to add a new value. When complete you should have values similar to those in the screenshot below.

Trial Users

For Revolutionary Solutions Corporation users you can cut and paste the following default values for Engagement Types. If you have edited or added to these then you should visit the engagement type editor and enter those values instead.

Engagement Types
Billable (Fixed Price)
Billable (Not to Exceed)
Billable (Time & Materials)

Generate a Salesforce Security Token

Salesforce security tokens ensure that your data is safe when using web services. You can read more at trust.salesforce.com. If you do not already know your security token then generate a new one. If this account is currently using other Salesforce web services then generating a new security token will invalidate old ones.

1. Setup

2. My Personal Information | Reset Security Token

3. Save your security token in a safe place

Create or Modify an Existing Opportunity to Synchronize

The Salesforce opportunity must have the following criteria specified in order to come over to Projector properly. If not all information is correct then some data may synchronize and some may not.

Required Salesforce fields	Description
Probability	Must be between 25% and 90%. Maps to Projector's % Likelihood field.
Account	Maps to a Projector Client Name. If a client does not exist with that name one will be created
Type	This should match an existing Projector engagement type
Amount	Must be a positive number. This maps to a Projector estimate for Salesforce created projects only.
Opportunity Owner	Must match a Projector Resource
Cost Center Name	Must match a Projector Cost Center
Project Location	Must match a Projector location
Project Start Date	Becomes the Projector project start date
Project End Date	Becomes the Projector project end date

Initiate a Synchronization

In the Projector Management Portal navigate to the Integration Tab | Salesforce.com section
Tick Enable automatic import of Salesforce.com data into Projector
Press Set Credentials
1. Enter your Salesforce username
2. Enter your Salesforce password and append your security token. If your password = "mypassword" and your security token = "1234" you must enter "mypassword1234".
Press Start Import Now to manually initiate a synchronization.
Press the refresh button to check the status of the import.
1. The Import Status will change from idle to running to pending and then back to idle. If there is a problem connecting to Salesforce the status will change to disabled. If this happens see the troubleshooting section below.
2. The Migration Status will move entities from Total Imported to Pending Migration and finally to either Migrated or Failed Migration. If some of your entities have failed migration please see the troubleshooting section below.
Your opportunity should now appear in your projects list. If status changes to 'Disabled' then please see the troubleshooting section below.

Troubleshooting

Problem	Solution
Start Import Now and Reenable Import are disabled	Check the Enable automatic import of Salesforce.com data into Projector checkbox
Status has changed to Disabled	Click the ellipsis button and send the results to Projector support. If the problem has been corrected then click Reenable Import.
Entities failed migration	Click on the ellipsis button for the failed migration row. A detailed migration chart will be displayed for each entity. You may then click on the ellipsis for a failed entity and see the error message. If you require help decoding error messages please contact Projector Support.