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Installation, configuration and authorizing access

There are five steps to configuring SFDC two say sync with CustomerSuccessBox

  1. Salesforce OAuth authorization in CustomerSuccessBox
  2. Install CustomerSuccessBox app in Salesforce from Appexchange
  3. Configure CustomerSuccessBox app in Salesforce
  4. Set-up visual force component in Salesforce
  5. Set-up remote site settings in Salesforce

STEP 1: Salesforce OAuth authorization in CustomerSuccessBox

Follow the steps below to authorize CustomerSuccessBox access to Salesforce using OAuth

  1. Log-in to your CustomerSuccessBox instance 
  2. Navigate to the Integrations Hub from Settings > Integrations
  3. Find and click on Salesforce in the Integrations Hub and click Authorize
  4. You will be redirected to the Salesforce authorization page. Scroll down and click Authorize Access

Required oAuth Salesforce user permission set

Salesforce Object
Read
Write *
Salesforce Account
TRUE
TRUE
CSB Settings (custom object) - created by CustomerSuccessBox App
TRUE
TRUE
CSB Account (custom object) - created by CustomerSuccessBox App
TRUE
TRUE
Salesforce Activity (Tasks and Events)
TRUE
TRUE
Salesforce Notes
TRUE
TRUE
Opportunity
TRUE
FALSE
Contacts
TRUE
FALSE
Custom Object
TRUE
FALSE


Write permissions are only required if you are installing CustomerSuccessBox app and looking to facilitate two-way sync.

STEP 2: CustomerSuccessBox app installation in Salesforce

Follow the below steps to install CustomerSuccessBox app in Salesforce. 

  1. Access CustomerSuccessBox app for Salesforce on AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000FvIuXUAV
  2. Click on "Get it Now" Button on top-right to start the installation process. You may need to log into your Salesforce instance.
  3. Choose a set of users who can access this app

That's it! CustomerSuccessBox app is installed in Salesforce

STEP 3: CustomerSuccessBox app configuration in Salesforce

Follow the below steps to authorize and configure CustomerSuccessBox app in Salesforce

  1. Once the installation is complete, navigate to the CustomerSuccessBox App by clicking on Content on the upper right-hand corner.

  2. Navigate to the CSB Settings tab and click New

  3. Enter your Domain name. Remove '.customersuccessbox.com' to get  your Domain name. For example: 'companyname' would be the domain name if your CustomerSuccessBox URL is companyname.customersuccessbox.com
  4. Navigate to Settings > Developer Console in CustomerSuccessBox and copy Secret Key from under API Key tab
  5. Enter Secret key in the CSB Setting Edit screen, check the appropriate radio-box(es) and click Save

  6. Select the field containing the unique CSB Account identifier on Salesforce Account through Advance Settings

Voila! You are done with the installation. Read on to understand layout changes that are recommended.

Step 4: Setting up Visualforce Component

This will set-up a CustomerSuccessBox visual force component in Salesforce

  1. Navigate to Setup > Customize > Account > Page Layouts
  2. Click Edit in front of the page layout you want to place Visualforce component on
  3. Click on Visualforce Pages section. Select, drag and drop a Section on  the page layout
  4. Enter CustomerSuccessBox in the Section NameClick 1-Column in LayoutClick the checkboxes that are appropriate for you in Display Section Header On
  5. Drag and drop csb_account visualforce page in the newly created section that was just created
  6. Click on the Properties (Spanner icon) on the csb_account visualforce page, set height to 700px, click OK and Save

Setting up layout

Object
Custom Field
Type
Context
Layout recommendation
Layout permission recommendation
Salesforce Account
CSB Account
Lookup
CSB Account maintains the relationship between CSB Account record (parent) and Salesforce Account record (child)
Yes
Read-only
Activities > Events
CSB Created By
Text(255)
Logs creator name in CustomerSuccessBox
Yes
Read-only
Activities > Events
CSB Created By Email
Text(255)
Logs creator email in CustomerSuccessBox
Yes
Read-only
Activities > Tasks
Customer Success Manager
Text(255)
Logs creator name in CustomerSuccessBox
Yes
Read-only
Activities > Tasks
Customer Success Manager Email
Text(255)
Task CSM Assignee email in CustomerSuccessBox
Yes
Read-only
Activities > Tasks
CSB Created By
Text(255)
Task creator name in CustomerSuccessBox
Maybe
Read-only
Activities > Tasks
CSB Created By Email
Text(255)
Task creator email in CustomerSuccessBox
Maybe
Read-only

STEP 5: Set-up remote site settings

Set-up remote site settings in Salesforce by following the steps below. 

  1. Click on Setup (top right of the Salesforce Classic)
  2. Search and Click on Remote Site Settings
  3. Click New
  4. Enter CSB in Remote Site Name
  5. Enter you CustomerSuccessBox instance url in the Remote Site URL box
  6. Check the 'Active' radio box

That's it! CustomerSuccessBox and Salesforce two way sync is set up!! You will be able to see the CSB Account healths under the Account in Salesforce! 

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in the left side navigation bar
  2. Create a conversation from here
  3. Send an email to support@customersuccessbox.com
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  1. Anadi Raj Tiwari

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