Installation and Setup Requirements
To install Wizeline Product Tracker, you will need:
- To be on Salesforce Enterprise, Unlimited, Force.com, or Developer versions
- Your Wizeline admin login and password
- Note: You’ll need to be on a paid Wizeline account in order to successfully install Product Tracker. Contact us to set up your account and get started.
- Your Salesforce admin login and password
- Note: Your Salesforce admin must have the “API Enabled” permission activated (This could be done in Admin Profile or in any editable Permission Set).
- About 15 minutes to install the app, from start to finish
Enable Wizeline Integration with Salesforce
To connect to Salesforce, you’ll first need to set up your paid Wizeline account, and then enable the Salesforce integration within Wizeline.
Step 1: Go to Wizeline Settings
Log into Wizeline and navigate to Settings by clicking the gear icon located in the bottom left corner of the navigation panel.
Step 2: Check CRM Integrations
Click on Integrations, and click the toggle in the Salesforce tile so it slides to the right.
Step 3: Create Your Token
Click “Create New Token” and copy it to your clipboard by clicking the blue “Copy” button.
Step 4: Click “Show in Salesforce”
For each feature that you want to appear in Salesforce, you must indicate that you want it to appear in Salesforce. To do this, select a feature and click to Edit. Click the checkbox to “Show in Salesforce” as shown below:
Install Product Tracker package in Salesforce
Step 1: Go to SFDC Package
Go to the package link and log in as a user with administrative privileges. The Package Installation Details page contains information about the software components created and used by Product Tracker. Click to Install. The following process will take about 3-5 minutes to complete.
Step 2: Grant Third-Party Access
The Approve Third-Party Access dialog lists the API endpoints Wizeline uses to connect Product Tracker in Salesforce to your Wizeline instance. Check to grant access to the listed third-party web sites and continue.
You’ll see a similar screen at the end of the process, and you’ll receive an email notification once the process is complete.
Step 5: Manage App Access Settings
Once Product Tracker is installed, two different apps will be visible - Product Tracker, and Product Tracker Trends. You’ll need to configure user access for each of these apps. To do this, go to Setup Home and click to manage Connected Apps.
Click to edit the Product Tracker app.
Under OAuth Policies, indicate that Admin approved users are pre-authorized.
A dialogue box will appear - click OK to proceed.
Repeat the same steps for Product Tracker Trends. Once you’re done, you’ll see that the Permitted Users status has been updated for both apps.
Step 6: Manage Profiles
Now that all admin approved users are pre-authorized, it’s time to pre-authorize select profiles. Click on the Product Tracker master label, and click to manage profiles.
Select the relevant profiles for whom you’d like to allow Wizeline access. At a minimum, we recommend your system administrators and any Wizeline users. Click to save when you’re done.
Make sure to perform the same steps for Product Tracker Trends, and get ready to connect your particular Wizeline products to Salesforce.
Step 7: Add permission sets for your users
Your Salesforce users must be given the appropriate permission set to be able to utilize Salesforce custom reporting on Product Tracker data. Salesforce also has instructions (http://tinyurl.com/kcbkdak) for installing permission sets for your users if you need an additional reference.
Navigate to Permission Sets under Manage Users in the Setup dialog. Here you will see a Wizeline User Permission Set. Click on this permission set.
From this page, click to Manage Assignments.
Next, we will select the users you want to be added to this permission set to have access to Wizeline Product Tracker. Click to Add Assignments.
There are several ways you can choose which users to grant the Wizeline permission set. You can:
- Select all users
- Create a View filtering out a partial list of users
- Add individual users
The simplest way to make sure your entire team receives the correct user permissions is to add all of your users to the permission set.
*Note that only those users that are visible on the page will have the permission set added. You must extend the number of results on the page using the “Show me more” button on the bottom of the page and then toggle the select all box next to “Action.”
Once you have selected all of the users you want to add to Product Tracker, click the Assign button. Those users whose roles disallow the permission set from being added (Chatter free, disabled, etc) will be ignored. Click Done to complete this step.
Now we verify that the permission sets were added by checking one of the users that you assigned the permission sets to. Navigate to the Users tab under Manage Users and click on one of the users that were added to the permission sets.
You should see under the Permission Set Assignments section the permission set Wizeline User Permission Set.
In the future, as your organization adds more users to Salesforce, to ensure they can use Product Tracker, you will need to add them to the Wizeline User Permission Set.
Connect Product Tracker to Salesforce
Now that the package is installed, it’s time to configure it for use on your particular Wizeline products by entering the API key you obtained from Wizeline and configuring Product Tracker on a specific object in Salesforce.
Step 1: Configure Settings
Return to Setup Home in Salesforce, and navigate to Installed Packages, under the Build section. Click to configure Product Tracker.
Step 2: Create Remote Site Setting
You will see a Product Tracker Configuration window appear. Click to create a remote site setting.
Step 3: Map to Object & Enter API Key
Once the remote site setting is created, you’ll need to select the Salesforce object on which to place Product Tracker. In addition to the object, make sure to select which field will best represent amount and status, where applicable. Click to add object when you’ve made your selections.
Note that you may select multiple objects to map to Wizeline features. Once you’ve added your first object, select another, map fields as appropriate, and click to add. You’ll see a list of your mapped objects below the mapping fields.
To edit your mapping, select an object you’ve already added, make any edits to amount or status field mappings, and click to edit object. Finally, include the API key you generated in Wizeline in step 1.3, and click to save.
Step 4: Finish Configuration
Once you save your configuration mapping, click to finish configuration. Close the window when you’ve finished.
Step 5: Enable Profile Access
Note: If you plan to map Wizeline to more than one object in Salesforce, you’ll need to repeat this step for every mapped Salesforce object.
Once configuration is complete, the Product Tracker Panel will be installed in Salesforce, you need to enable user profiles for Product Tracker Panel access. Head back to Setup Home, and under Develop, click to view Pages. Click the Security link to edit security settings for Product Tracker Panel.
Add user profiles from the list on the left to the list on the right to grant access to Product Tracker Panel. Make sure that at least Standard User and System Administrator user profiles are added. Remember to save when you’ve enabled all the appropriate profiles.
Add Product Tracker to Page Layout
Next we need to add the Wizeline Product Tracker to the page layout for your selected object. This is where your team members will be able to submit feature requests and associate features to pipeline revenue.
Step 1: Choose Object & Layout
Return to Setup Home, and expand the object you’ve chosen under the Build menu. Select Page Layouts to edit this element. Note that we’re showing Opportunity object customization in our visual examples, but make sure that you select the object that matches your choices in previous steps.
Select the particular layout where you’ll be adding Product Tracker for your chosen object.
*Note: if you are upgrading from an older version of Product Tracker and installing on the Opportunity object, make sure to first remove the older Wizeline panel from the Opportunity page layout.*
Step 2: Add New Section
In the visual editor, select Fields and drag a new Section into your layout.
Name the new section 'Product Tracker by Wizeline', and select a 1-column layout. Click OK to proceed.
Step 3: Add Product Tracker to New Section
Drag Product Tracker Panel down to your newly created section.
Click on the wrench icon in the top right corner of your new Product Tracker Panel section, and make sure the section is sized to fit 100% the width and 400 pixels in height. Make sure to indicate to show scrollbars.
Step 4: Add Product Tracker Trends Tab
Click the + sign next to your tabs to add a new tab. Select Product Tracker Trends from the available tabs, and add it to your selected tabs. move it up or down to put it in the order you want.
Product Tracker will now appear in your SFDC object’s layout, and is ready to use.
Having trouble with the process? Contact Wizeline Support at firstname.lastname@example.org for assistance and troubleshooting.