Salesforce Integration Setup Guide

To get started, go to the Salesforce Integration Page in your Onboard Account

Onboard's Salesforce Integration Tour

Overview

What does the Salesforce integration do?

Automatically creates Projects when an Opportunity is moved to the stage of your choice (Closed Won, etc.) and map custom fields and variables to create the Project dynamically.
Onboard app in Salesforce shows all your Projects and progress and allows you to update Project data and statuses.
Two-way data sync on Projects from Onboard <-> Salesforce
Shows related Onboard Projects on Opportunities and Accounts
Automatically assigns Project owner to a default or Opportunity/Account owner
Creates a report type.

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.

Setup Guide

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-integration

2. Click "Set up 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 Projects will automatically be created for the Opportunity. ex. When an opportunity reaches "Closed won".

4. Choose the Project name format with merge tags to name your Project dynamically for each deal.

Merge Tag	Description
{opportunity_name}	Salesforce Opportunity Name
{onboardee_company_name}	Onboardee Company Name
{project_name}	Project Name
{project_expected_launch_date}	Project Expected Launch Date
{project_id}	Project 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 Project owner in Onboard. You can choose either Opportunity owner or Account owner.

6. Choose a default owner. Choose a default owner from Onboard. Projects 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 Project is created, we will use these variable mappings to create the customized Project.

8. Map any custom fields you want to sync between the systems.

9. Click Finish! You're all set.

Creating Onboarding Reports in Salesforce

You can create comprehensive Onboarding Reports with project names, statuses, links to your customer portal, expected launch dates and more.

Onboard automatically creates a report type with all the fields synced between Onboard and Salesforce.

Here's a tour of the reporting features and set up:

Use Cases

Project Automation

Automatically generate structured, personalized onboarding Projects based on deal data.

Company Creation

Create and sync Onboard Companies from Salesforce Account records.

FAQs

Can I sync data one-way?
Yes. You can configure one-way import or export in the Mapping settings.

Can I create customers with custom fields?
Yes. Any mapped custom fields will populate when new customers and Projects are created through the integration.

Do I need special privileges in Salesforce to install the integration?

Yes, you need one of the following Salesforce editions: Enterprise, Unlimited, or Performance. Your salesforce user also needs API Access. Talk to your Salesforce Administrator to verify.