Set up your Salesforce integration with Onboard to automate your onboarding process.
Overview
What does the Salesforce integration do?
- Automatically creates Maps when an Opportunity is moved to the stage of your choice (Closed Won, etc.) and map custom fields and variables to create the Map dynamically.
- Onboard app in Salesforce shows all your Maps and progress and allows you to update Map data and statuses.
- Two-way data sync on Maps from Onboard <-> Salesforce
- Shows related Onboard Maps on Opportunities and Accounts
- Automatically assigns Map owner to a default or Opportunity/Account owner
Do I need to install a package myself?
No package install necessary. You can simply sign in to your Onboard account and install through our application with a user with Salesforce API access.
Set up
The Onboard Salesforce integration requires one of the following Salesforce editions: Enterprise, Unlimited, or Performance. Works with both the Lightning and Classic experience. You also need a user with API access to install.
Here are the steps to set up the Salesforce integration with Onboard:
1. Go to the Onboard integration page https://app.onboard.io/settings/integrations/salesforce
2. Click "Set up Salesforce Integration" to start and sign in to the Salesforce instance you would like to integrate.
3. Choose the Opportunity Stage you want to use and Maps will automatically be created for the Opportunity. ex. When an opportunity reaches "Closed won".
4. Choose the Map name format with merge tags to name your Map dynamically for each deal.
| Merge Tag | Description |
| {opportunity_name} | Salesforce Opportunity Name |
| {onboardee_company_name} | Onboardee Company Name |
| {map_name} | Map Name |
| {map_expected_launch_date} | Map Expected Launch Date |
| {map_id} | Map ID |
| {owner_first_name} | Owner First Name |
| {owner_last_name} | Owner Last Name |
| {owner_role} | Owner Role |
| {owner_full_name} | Owner Full Name |
5. Choose owner field. Choose which field to use for setting the Map owner in Onboard. You can choose either Opportunity owner or Account owner.
6. Choose a default owner. Choose a default owner from Onboard. Maps will be created with this owner in the case that the Account/Opportunity owner is not valid or is not a team member in your account.
7. Map your variables. The variables that you choose should have the same values as the fields in Salesforce. Ex. If you have a field "Customer Type", the values for your Onboard variables and your Salesforce fields should have identical options "New", "Existing". When a Map is created, we will use these variable mappings to create the customized Map.
8. Click Finish! You're all set.