How Do I Set Up the Salesforce API Connector?

The Salesforce API Connector simplifies launching, tracking, and reporting on Loopio Projects directly from Salesforce Opportunities or Accounts.

The setup involves the following steps:

1. Install the Loopio Salesforce Connector App in Salesforce
   • OPTION1: Install the Unmanaged Package, or
   • OPTION 2: Deploy using a package .xml file, or
   • OPTION 3: Manually create the metadata with the same API names as in the package
2. Configure the Loopio Salesforce Connector App in Salesforce
   • Assigning the Permission Set
   • Adding the Loopio Project Object to Opportunity or Account Layouts
   • Adding the Create Loopio Project Button to the Opportunity Page
3. Connect Loopio to Salesforce

See What's next? for next steps after completing the above setup.

Prerequisites

• Access to the Salesforce Web Services API, available in all Enterprise packages and as an add-on for other editions
• A Salesforce Administrator to install the Loopio Salesforce API Connector package
• The installation link provided to you by Loopio

Installing the Loopio Salesforce Connector App in Salesforce

Option 1: Install the Unmanaged Package

1. Use the installation link provided to you by Loopio

2. You will be asked to log in to Salesforce

    

   Note: At this step, log in using your Salesforce credentials.

3. Select Install for Admins Only and Compile only the Apex in the package 
   
4. Click Install 

5. Wait until you see the Installation Complete message

    

   Note: Sometimes, the package installation may take longer than expected, and you’ll see a message stating: “This app is taking a long time to install. You will receive an email once the installation is complete.”
   
   In this case, you can click the Done button to be redirected to the Installed Packages page in Salesforce. You’ll receive an email once the installation is complete, and the package will then appear on the Installed Packages page.

6. Click Done

Option 2: Deploy using a package .xml file

There are multiple ways to deploy code into your Salesforce org. To do this, you'll need a package.xml file that lists all the components, along with a .zip file containing the corresponding metadata.

Here are multiple ways to deploy code using package.xml :

1. Workbench (Web Tool)

Workbench is a browser-based tool provided by Salesforce.

• Go to: https://workbench.developerforce.com

• Login with your org (use Production/Sandbox as needed).

• Navigate to: Migration → Deploy

• Upload:

  • A .zip file containing your metadata and package.xml

  • Set test level and check "Single Package" if applicable

• Click Deploy
  View deployment results on the same page.

2. VS Code + Salesforce Extension Pack

You can use right-click GUI-based deployment using the Salesforce Extension Pack in Visual Studio Code.

• Install VS Code + Salesforce Extension Pack

• Authenticate to your org

• Right-click on your manifest/package.xml → Select "Deploy Source in Manifest to Org"

It internally uses CLI, but no need to run CLI commands manually.

Option 3: Manually create the metadata with the same API names as in the package

With this approach, all components must be manually created in the target org, ensuring their API names match exactly. 

Please connect with Loopio support to get the list of components and metadata for all components

Configuring the Loopio Salesforce Connector App in Salesforce

To use the Loopio Connector, you will need Loopio Connector permission set to be assigned to your user in Salesforce.

There are two permission sets included in the package.

1. Loopio Connector Admin - To connect with Loopio platform.

2. Loopio Connector User - To use Loopio app in Salesforce.

Assigning the Permission Set

1. In Salesforce, click the gear icon in the top right of the navigation ribbon
   
2. Select Setup. This will open a new tab in your browser
   
3. Search and open the Permission Sets tab
4. Select the Loopio Connector User permission set
   
5. Click Manage Assignments
   
6. Click Add Assignment
   
7. Choose the users to assign the Loopio Connector User permission set to
8. Click Next
9. Click Assign

Adding the Loopio Project Object to Opportunity or Account Layouts

Now that the Loopio Project 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 Projects 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
   • Status
   • 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 Projects Related List will now be displayed in that Page Layout

Adding the Create Loopio Project Button to the Opportunity Page

1. Select Mobile & Lightning Actions

2. Click and drag the Create Loopio Project tile into the Salesforce Mobile and Lightning Experience Actions below
   

    

   Tip: If you are migrating from the old AppExchange Integration, ensure you are adding the button Create_Loopio_Project, not Loopio__Create_Loopio_Project

3. Save the Layout changes

The Loopio Section and Create Loopio Project button will now be displayed in that Page Layout 

Connecting Loopio to Salesforce

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

1. In Loopio, click Admin in the top navigation
2. Click Integrations

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. IIndicate 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.
   
7. Click on the Actions button inside the new Salesforce tile
   
8. Select View Secret ID and Client ID
   
9. Copy the Client ID and Client Secret
   
10. Click the gear icon in the top right of the navigation ribbon on your Salesforce homepage
    
11. Click Setup. This will open a new tab in your browser
    
12. Search and open the Named Credentials tab
    

13. Open Loopio Named Credential:v2 and within Authentication section, click Loopio Credential
    
    Please do not modify the Label of Named credential.

     

    Important: If you're working in a different environment, update the Named Credential URL to match your environment (see below).

14. Within Principals, edit Loopio principle
    

15. Add parameters from the table below

    Name	Value
    client_id	Paste Client ID from Loopio
    client_secret	Paste Secret ID from Loopio
    grant_type	client_credentials
    scope	user:read Salesforce:read Salesforce:write config.cloudStorage:read project:read project:write

    

16. Click Save

What's next?

• If you are setting up a new connection (not migrating from the Salesforce Managed Package Integration), in a Production Loopio environment in our NA Datacenter, you can now start using the Salesforce API Connector

   

  Learn more: How Can I Create a New Loopio Project Using the Salesforce API Connector?

• If you are setting up the integration in an account where your Loopio URL contains .int01 or .eu, see Update the Named Credential Name in the Custom Setting to match your environment below
• If you have been using the Salesforce AppExchange Integration, and want to migrate your data to the Salesforce API Connector, you must complete the migration step before you can create new Projects How Can I Migrate Data to the Salesforce API Connector?

Update the Named Credential Name in the Custom Setting to match your environment

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, search for Custom Settings
   
4. Click Manage next to Loopio Connector Setting
   
5. Click the New button at the top
   
6. In the Named Credential Name field, enter the value specific to your environment:
   • for INT01 (a sandbox account where your Loopio URL contains .int01) - LoopioNamedCredentialInt
   • for EU (your Loopio URL contains .eu)- LoopioNamedCredentialEu
7. Click Save