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Salesforce.com: How to Setup

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Riskalyze Customer Care
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The Riskalyze Managed Package for Salesforce allows users to sync Client and Portfolio Risk Numbers to Contacts in common versions of Salesforce. If your organization uses Person Accounts (such as with Financial Services Cloud), see the notes at the bottom of this article.

This article describes the steps your Salesforce Administrator needs to take before the Salesforce integration can be enabled by individual users. All steps must be completed for the integration to work correctly.

Looking for instructions on how to use the Salesforce.com integration? Here's how.

 

Install the Riskalyze Managed Package

The Riskalyze Managed Package is available via the link below. Install the package and then proceed with setting up the custom Contact fields required for the Riskalyze integration.

Steps to Install:

  1. Install the Managed Package using this link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t37000000IiAg
  2. Choose Install for All Users and click Install:1_Salesforce.com_How_to_Setup.png


  3. You'll see a message that the Installation is complete, click Done to finish. 

Success! Now you're ready to set up custom Contact fields.

 

Set up Custom Fields in Salesforce

These instructions are for Salesforce Lightning. See the Salesforce help article for Setup Home in Lightning if you are unfamiliar. 

There are four custom Contact fields that must be created for the integration to function properly. If your organization uses Person Accounts, see the special notes at the end of this article.

Set Up the "Link to Riskalyze" Field

This configuration adds a Riskalyze link to the Contact layout. Salesforce users can click this link to go directly to the linked profile in Riskalyze. If the contact is not linked yet, a new active Riskalyze client will be created.

  1. In Salesforce, go to Setup>Object Manager>Contact>Fields & Relationships
  2. Click New
  3. Select the Data Type: Formula
  4. Set Field Label to: Link to Riskalyze
  5. Select Return Type: Text
  6. Click Next
  7. Copy and paste the following formula into the Formula box:
    HYPERLINK("https://pro.riskalyze.com/api/connect/salesforce/" & CASESAFEID(Id), "View Client Profile")
  8. Click Next
  9. Set the field via the "Field Level Security" button to Visible and Read-Only for all users/groups that should have access to the Riskalyze data in Salesforce
  10. Add it to the desired Page Layout(s)
  11. Click "Save & New"

Set Up the "Client Risk Number" Field

This adds a field to the Contact layout to hold the client's Risk Number. Riskalyze updates this field whenever the linked client's Risk Number is created or updated.

  1. In Salesforce, go to Setup>Object Manager>Contact>Fields & Relationships
  2. Click New
  3. Select the Data Type: Number
  4. Set Field Label to: Client Risk Number
  5. Select a Length of 18 and Decimal Places 0
  6. Click Next
  7. Set the field (via the "Field Level Security" button) to Visible and Read-Only for all users/groups that should have access to the Riskalyze data in Salesforce
  8. Add it to the desired Page Layout(s)
  9. Click "Save & New"

Set Up the "Current Portfolio Risk Number" Field

This adds a field to hold the Risk Number of your client's Current Portfolio. Riskalyze updates this field whenever the Current Portfolio is created or updated.

  1. In Salesforce, go to Setup>Object Manager>Contact>Fields & Relationships
  2. Click New
  3. Select the Data Type: Number
  4. Set Field Label to: Current Portfolio Risk Number
  5. Select a Length of 18 and Decimal Places 0
  6. Click Next
  7. Set the field (via the "Field Level Security" button) to Visible and Read-Only for all users/groups that should have access to the Riskalyze data in Salesforce
  8. Add it to the desired Page Layout(s)
  9. Click "Save & New"

Set Up the "Proposed Portfolio Risk Number" Field

This adds a field to hold the Risk Number of your client's Proposed Portfolio. Riskalyze updates this field whenever the Proposed Portfolio is created or updated.

  1. In Salesforce, go to Setup>Object Manager>Contact>Fields & Relationships
  2. Click New
  3. Select Data Type: Number
  4. Set the Field Label to: Proposed Portfolio Risk Number
  5. Select a length of 18 and Decimal Places 0.
  6. Click Next
  7. Set the field (via the "Field Level Security" button) to Visible and Read-Only for all users/groups that should have access to the Riskalyze data in Salesforce
  8. Add it to the desired Page Layout(s)
  9. Click "Save"

Huzzah! The foundation for your Riskalyze Salesforce integration is complete. Now it's time to get your users' accounts connected. 

Connect Riskalyze to Salesforce

The last step in completing the integration will be for each advisor user to connect their Riskalyze account to Salesforce. See Salesforce.com: Using the Integration

1_Salesforce.com_Using_the_Integration.gif

 

Special Setups

Salesforce Person Accounts

Some Salesforce implementations use Person Accounts instead of Contacts. Worry not! The Riskalyze integration supports Person Accounts with one small adjustment. 

Navigate to Setup > Object Manager > Account > Fields & Relationships. To use Riskalyze with Salesforce Person Accounts, simply update the Link to Riskalyze formula. 

HYPERLINK("https://pro.riskalyze.com/api/connect/salesforce/" & CASESAFEID(PersonContactId), "View Client Profile")

The Client, Current Portfolio, and Proposed Portfolio Risk Number fields are all unchanged. Riskalyze will push data to the Contact fields, which Salesforce will automatically apply to the associated Person Account. 

 

 

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