In order to establish a connection between Conversica and your Salesforce org, your Technical Account manager will need two key pieces of Information: Your Salesforce Org ID and API User ID.
- Org ID of the Salesforce instance in which you will be installing the Conversica Package.
- If you are installing into a sandbox environment you will need to check the sandbox field. For more information regarding testing in sandbox and moving to production after a successful test please refer to the following article: Implementing your Conversica Salesforce Package in Sandbox Prior to Production
- To find your Org ID, in your Salesforce instance navigate to Setup > Company Settings> Company Information > “Salesforce.com Organization ID” is located under “Organization Detail”.
- Salesforce User ID of API User
- Conversica will make API calls through the user id that you provide. The user does not have to have to be a system administrator but should have all permissions that Conversica requires. For a full list of the permissions please refer to the following article: Conversica API User Required Permissions
- To find the user's ID, in your Salesforce instance navigate to the API user’s page in Salesforce. Once you are there, look at the web browsers address bar (Location of the URL), the ID is the string of characters in the URL between “.com/” and “?”.
- Salesforce User ID of first Conversica User (Conversica Admin)
- This user will be responsible for the Conversica dashboard set up in step 4.
- This user can be the same as the API User.
If you do not complete the registration step you will not be able to set up the Conversica Dashboard in step 4. You will receive an error when you get to this step in the setup process to contact your Technical Account Manager for support.
There are 5 key steps to implementing Conversica in Salesforce:
|Step||Implementation Item||Completed By||Time Estimate|
|Step 1||Downloading the Conversica Package from the Salesforce AppExchange||Salesforce Admin||<15 minutes|
|Step 2||Adjusting Page Layouts on Lead/Contact/Campaign Objects||Salesforce Admin||<1 hour|
|Step 3||Configuring User Permissions Through Profiles or Permission Sets||Salesforce Admin||<1 hour|
|Step 4||Creating and Mapping Salesforce Campaigns to Conversations||Salesforce Admin||<1 hour|
|Step 5||Testing Conversica in Salesforce||Salesforce Admin||<1 hour|
In order for Salesforce users to have access to all features included in the Conversica package, the first four steps must be completed. In most cases, these steps take less than a day as long as the package administrator knows which users need access to the package as well as which leads/contacts are going to be sent to Conversica.