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Authorize Salesforce

Head to the Settings area of Sales Indicator. In the top settings area you'll see a dropdown for CRM. This is where you select the data system integration to use.

Once you've selected the CRM type, you will need to authorize the data / API connection.

  1. Select "Salesforce" in the CRM field.
  2. A second "zipper" area titled Salesforce will unlock just below the main field area. In the link you'll see an action to Authorize.
  3. If you are the authorizing user, make sure your user profile:
    1. Has Salesforce API access enabled.
    2. Has a valid Salesforce API token assigned.
    3. You are authorizing the API connection from a valid IP address, if you have IP address restrictions enabled.
  4. When you click to begin authorization, you'll be taken to a Salesforce login screen to validate your Salesforce credentials. Enter your Salesforce username and password.
  5. Next you'll be asked to authorize Sales Indicator as a valid API services provider. Click to authorize the connection.
  6. Sales Indicator will build out its system, and complete the API authorization.

Create Report(s) and Sync Data

Sales Indicator™ has the ability to pull pertinent modeling data from the Salesforce report engine. Create the report(s) in Salesforce, then link them to the appropriate Sales Indicator Position.

Log in to Salesforce and navigate to the Reports tab. This documenation shows examples for creating two types of custom reports:

  • Sum/Revenue Report: Reporting and averaging sums (such as revenue). For example, to link to opportunity revenue for "closer" positions.
  • Count/Tally Report: Reporting and averaging a count/tally. For example, to link the number of appointments made by business development representatives (BDR).

Required Report Elements

For both reports we outline here you MUST include the fields outlined in EXACTLY the prescribed order. If the fields are missing or in the incorrect order in the table layout, the data connection will not work.

To appear as a selectable option in the Sales Indicator Positions page, the report must have Sales Indicator in the report title. You can add more after the Sales Indicator text to label the report, but without the Sales Indicator text, the system will not sync.

Revenue Report

  1. On the Salesforce Reports & Dashboards page, click the New Report button.
  2. Select Opportunities >> Opportunities as the report type.
  3. Set the following default filters:
    • Show - "All opportunities"
    • Opportunity Status - "Closed Won"
    • Probability - "All"
    • Date Field - "Close Date"
    • Range - "Custom"
    • From / To - From 1/1/20xx to 6/30/20xx
  4. In the Preview heading, set the first dropdown to read "Tabular Format."
  5. Set the second dropdown to "Show All Details."
  6. Now we want to drag the following fields from the Fields area into the tabular layout. The fields MUST be placed in the order shown.
    • Opportunity Owner
    • Opportunity ID
    • Amount
    • Close Date
  7. Go ahead and Save the report, and remember to include "Sales Indicator" (without the quotes) in the report title.

Appointments Set Report

  1. On the Salesforce Reports & Dashboards page, click the New Report button.
  2. Select Leads >> Lead History as the report type.
  3. Set the following standard filters:
    • Show - "All leads"
    • Date Field - "Edit Date"
    • Range - "All Time"
  4. Click the Add button next to the Filters heading, and select "Field Filter."
  5. In the custom field filter set the following:
    • Select "Lead Status" as the filter field.
    • Set the operator to "equals."
    • Select all appropriate lead statuses that accurately reflect an appointment has been set, such as "Appt Set," "Appt Held," "Qualified," etc.
  6. In the Preview heading, set the report table format to "Tabular."
  7. Set the Show dropdown to show "Details."
  8. Drag in the following fields from the Fields heading. The fields MUST be placed in the order shown.
    • Lead Owner
    • Lead ID
    • Edit Date
  9. Click Save to finish the report. Make sure you include "Sales Indicator" (without the quotes) in the report title.

Assign the Report(s)

To assign a report to a Sales Indicator Position, go to the Positions page and click to update a position. Select the appropriate report you created in the Performance Metric Report dropdown, and save the position.

Sales Indicator will now pull the selected report for that position.

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