How Do I Set Up the Salesforce Integration - Lightning View?

The Salesforce Integration makes it easy to kick off, track, and report on your Projects, all from a Salesforce Opportunity or Account. 

To install it, you will need access to the Web Services API in Salesforce. This is included in all Salesforce Enterprise Packages, and available as an add-on for Salesforce Professional Packages.

There are three steps involved in the setup: 

1. Installing the Loopio App in Salesforce
2. Connecting Loopio to Salesforce
3. Configuring the Loopio App in Salesforce 

Installing the App in Salesforce

1. Use the installation link provided to you by Loopio
   
    

   Note: Contact our Customer Success Team, or reach out to Support to learn more: Send an email to Support

2. You will be asked to log in to Salesforce
   
    

   Note: At this step, log in to AppExchange using your Production Salesforce credentials. You will choose whether to install to a Production or Sandbox Org in the next step.

3. Check off the box beside “I have read and agree to the terms and conditions”
4. Click Confirm and Install
   
5. Select Install for All Users and then click Install
   
6. Wait until you see the installation Complete message.
7. Click Done
   

Connecting Loopio to Salesforce

Before Projects can be kicked off from Salesforce, you must connect Loopio to Salesforce. 

1. In Loopio, click into your Admin page
2. Select the Integrations tab
   
   
3. In the Salesforce Panel, click Connect
   
   
    

   Note: If you do not see the Salesforce panel on the Integrations screen, please contact our Support Team: Send an email to our Support Team

4. Indicate whether you are connecting to a Production or Sandbox environment and click Continue
   
5. This will redirect you to a Salesforce page to sign in. Signing in will grant Loopio permission to connect to your Salesforce instance
6. After signing in, you will be redirected back to Loopio & shown a success message.
   

Configuring the App in Salesforce

Now that the Loopio Object is connected, it can be configured. Without this step, it will not appear in your Opportunities or Accounts.

1. Click the gear icon in the top right of the navigation ribbon on your Salesforce homepage
   
2. Click Setup. This will open a new tab in your browser
   
3. On the far left in the new tab, under PLATFORM TOOLS, select Objects and Fields and then the Objects Manager
   
   
4. a. Using the Quick Find, if you're using Opportunity, type Opportunity, and select Opportunity, or scroll in the Objects Manager list and select Opportunity
   
   b. If you're using Account, type Account and select Account or scroll in the Objects Manager list and select Account.               
5. From the left navigation bar, select Page Layouts, and select the page layout you would like to add the Loopio Object to
   
   
6. Select Related Lists in the Elements Selection panel
   
7. Click and drag the Loopio tile into the Related Lists below
   
8. Once the Loopio Object is on the page, click the wrench icon
   
   
9. Move all the columns that you would like to make available into the Selected Fields list
   
   
   Recommended Selected Fields:
   
   
   • Loopio Project Name
   • Description
   • Owner Name
   • Percent Completed
   • Due Date
   • Created Date
     
     
10. After all your columns have been added, open the Buttons section by clicking the plus icon in the same modal
11. Uncheck the “New” box, and move the New Loopio Project button to the Selected Buttons column
    
12. Click OK
13. Save the Layout changes
14. The Loopio Section will now be displayed in that Page Layout

To learn how to create a Project using the Salesforce Integration, read on: Creating a Loopio Project using the Salesforce Integration - Lightning View