Salesforce Integration: Setup Guide

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

Overview

1. Connect Accord to Salesforce
2. Add Accord as a Connected App
3. Install Accord App in Salesforce
4. Create Standard Custom Fields
5. Setup Automations 

Prerequisites

• You must be an Admin in your Accord workspace to set up this integration
• You must be an Admin in your Salesforce workspace to set up this integration

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1. Connect Accord to Salesforce

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

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. 

2. Add Accord as a Connected App

This step will ensure that non-admins can OAuth into Salesforce from Accord and leverage the Accord <> Salesforce integration.

1. In Setup, under the "Platform Tools" section, select Apps
2. Select "Connected Apps"
3. Select "Connected Apps OAuth Usage"
4. Look for "Accord" and select Install

Permissions (Scopes) Required 

Refer to the article Permissions Needed to Integrate Salesforce if you'd like to understand what permissions are required to complete this step.

The standard Admin settings have the correct permissions. 

3. 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.

4. Create Your Accord Custom Fields

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

Instructions 

1. Create the default custom fields in Salesforce on the Opportunity object – follow the instructions under, Sync Accord Data to Salesforce Fields. 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. 

5. 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.