Publishing Export Response Packages to Salesforce

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When proposals are generated in Salesforce, for the export response package to be generated, you need to do the following configuration in RFPIO.

Prerequisite: Users must have the privilege System Administrator in Salesforce and Company Administrator in RFPIO. 
  1. Login to RFPIO.
  2. Click Organization Settings.
  3. Click INTEGRATION and select CRM.
  4. Click Configure associated with Salesforce.

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  1. If Salesforce is not enabled, a page as shown below will be displayed:

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  1. Turn on the toggle-switch to enable Salesforce and click SUBMIT.

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  1. Once submitted, a page as show below will be displayed. Click ADD NEW to create a new instance.

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A section as shown below will be displayed:

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  1. Enter a name for the instance
  2. Specify the Salesforce URL for the instance.  If custom domain URL is selected, specify the URL in the Salesforce URL field.
  3. Select Business Unit, if any.
  4. Specify the Sync Interval.
  5. Click CONNECT TO SALESFORCE AND PUBLISH DATA FOR REPORTING.

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  1. Successfully connecting to Salesforce will display Account connected and Reports can be generated in Salesforce as shown below:

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  1. From the Export Response Package section, select the option Chatter/Files.
  2. Select the checkbox associated with Auto-Publish Export Response Package to Salesforce.

Note:

  • Chatter/Files: Select Chatter when you need the export package to be published in chatter as well as in Notes and Attachments section in Salesforce. Select Files if you need the export package to be published only in Notes and Attachments section.

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  • Auto-Publish Export Response Package to Salesforce: Select this option only to auto-publish export response package to Salesforce. If not selected, you can manually publish the export response package at the project/intake level.

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  1. Turn on the toggle switch to enable the instance.
  2. Click SUBMIT to save the changes.

Successfully updating the selections will display a message-Preference Updated.

If auto-publish package to Salesforce is enabled, on generating proposal the export package will be displayed on the Salesforce Chatter page as shown below:

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To refer other Salesforce (Classic) documentation, click here.

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