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      Salesforce Integration: Setup Guide

      An easy-to-follow guide for configuring the Accord <> Salesforce integration.

      Overview

      1. Connect Accord to Salesforce
      2. Install Accord App in Salesforce
      3. Create Standard Custom Fields
      4. Setup Automations 

      Steps 1 through 3 should take 15 to 45 minutes to complete. We recommend finishing them right away. Step 4 is quite important but is unique to each team and should be done with the guidance of your Accord customer team.

       

      1. Connect Accord to Salesforce

      To setup the Salesforce integration you must first connect your Accord workspace to Salesforce. 

      To do this you must be an Accord Admin and a Salesforce Admin. 

      Connect Your Workspace

      1. Navigate to the Profile > Settings > CRM  or visit [CompanyName].inaccord.com/crm-settings
      2. Click Connect Salesforce and follow the authentication flow. 

      If you are using a Sandbox environment make sure you select Connect Salesforce Sandbox.

      3.   After the authentication is complete, follow the Installation Instructions to install the Accord App in your Salesforce instance. 

      Individual Users

      Each individual user in your workspace will also have to connect to their personal Salesforce account - this only takes a second!  Without this connection, they will not have access to certain features in Accord.  

      Solutions Providers will have to connect their personal Salesforce account in Accord.  Simply go to Settings > Profile > click Connect 

      2. Install Accord App in Salesforce

      The second half of the setup involves installing the Accord app within Salesforce. 

      Instruction 

      1. Follow the install instructions in the Installing Salesforce Accord App article. 
      2. Once the app is installed, setup the Accord Lightning Component on the Opportunity object – instruction here.

      Pro-tip 1: when setting up the Lightning Component, your workspace name is the text before .inaccord.com in https://[your-workspace-name].inaccord.com). Do not use the default,  "sandbox".
       

      Pro-tip 2: only install the Lightning Component on the Opportunity object. Please contact support@inaccord.com before installing on an alternative object. 

      3. Create Standard Custom Fields

      Now that your Accord and Salesforce workspaces are connected, create the standard Accord fields on the Opportunity object. 

      Instructions 

      1. Create the standard custom fields in Salesforce on the Opportunity object – follow the instructions under, Sync Accord data to Salesforce. The steps include:
        1. Step 1: Enable in Accord
        2. Step 2: Create Custom Salesforce Fields
        3. Step 3: Add to the Opportunity Object 
        4. Step 4: Configure in Accord

      Pro tip: Ensure the fields are read-only, so that non-admins cannot modify them. 

      4. Setup Automations

      So far you have laid the foundation for the Accord <> Salesforce integration. Now it's time to setup the important features to help ensure 10 / 10 deal execution. 

      These features require input from the Sales or Success leaders since they're unique to each team 

      To Configure 

      1. Validation Rules
        1. To start, we recommend with a simple validation rule to ensure that the team is following the new process - see validation rule article here. 
        2. We recommend ensuring that each rep invite at least 1 client to an Accord to progress past a certain stage. 
      2. Automatic Accord Creation 
        1. Completely automate Accord creation and customization with data from Salesforce - see instructions here.
        2. Whenever a trigger event takes place in Salesforce an Accord will be automatically spun up and emailed to your AE or CSM.