SaaSquatch is what Salesforce calls a “Composite Application” because it consists of two parts:
SaaSquatch’s Salesforce integration can be configured from the Integrations page within the SaaSquatch Portal. The configuration walks you through all the steps required to install the Managed Package and configuring the synchronization service.
What to expect:
What is not covered:
SaaSquatch works with both sandbox and production Salesforce organizations.
In most cases we recommend you install SaaSquatch’s Salesforce integration into your sandbox organization first before installing it into your production organization. This lets you confirm that your Triggers, Validation Rules and Process Builder flows work seamlessly with SaaSquatch before turning it on for all your users.
SaaSquatch’s Salesforce integration can be configured from the Integrations page within the SaaSquatch Portal. The configuration walks you through all the steps required to install and configure the Managed Package and synchronization service. If you’re comfortable with installing Salesforce packages, or if you’ve installed SaaSquatch for Salesforce before, then many of these steps will be familiar.
Login with your credentials to authorize SaaSquatch’s Connected Application.
Once you’ve authorized your Salesforce organization, you will be able to install the SaaSquatch Managed Package.
If you’ve installed other Salesforce Managed Packages then these steps will be familiar to you. The install process will guide you through installing the package for all users.
Remember: Come back here to the Portal integration configuration after you have installed the Managed Package in Salesforce.
Once the managed package has been installed, then you must configure the synchronization service. Once your configuration is saved, users, referrals, and reward balances will sync with your Salesforce organization. Remember:
You will need your Tenant API Key, which you can find in the SaaSquatch Portal at https://app.referralsaasquatch.com by going to the page labelled “Install”
*You can learn more about Additional Fields here.
Congratulations! Your Salesforce integration has been setup and the synchronization service will begin processing your data from SaaSquatch into Salesforce.
If you’ve reached this step, then you have done everything necessary for SaaSquatch for Salesforce to be fully functional. That said, if you’re a Salesforce power user then you know that there are a lot of UI tweaks that can be done with an application.
In this section we’ll cover:
There are more than a million ways to customize a page layout for your organization. In this section we provide some best practices for including custom fields and related lists, but we also recognize that you might want to customize these in your own way.
We recommend that you get started with these default layouts and then evolve them as need be.
Remember that these page layouts have no effect on the actual functionality of your program.
The easiest way to edit a page layout for a lead is to open a lead record in Salesforce classic and clicking the Edit Layout button in the top right. Since there can be so many lead page layouts in your organization, this makes sure you’re getting the right one.
Add the SaaSquatch custom fields to the Lead Page Layout
Add the SaaSquatch Related Lists to the Lead Page Layout
Customize the related lists
The easiest way to edit a page layout for a contact is to open a lead record in Salesforce classic and clicking the Edit Layout button in the top right. Since there can be so many contact page layouts in your organization, this makes sure you’re getting the right one.
Add the Referral SaaSquatch custom fields to the Contact Page Layout
Add the Referral SaaSquatch Related Lists to the Contact Page Layout
Customize the related lists
In SaaSquatch it’s possible to manually enable or disable any individual trigger so you can modify, disable or extend the core functionality of the managed package.
Most users will never have to modify these settings, but some users may want to opt-in to using the built-in trigger for firing referral conversions when an Opportunity is marked won.
To enable the OpportunityConversionTrigger
After this trigger is enabled, then when an Opportunity is marked Won, it will fire a callout to the SaaSquatch API to convert the attached Referral object. If an opportunity is not referred, it will have no effect. If an opportunity has an attached Referral, then the status of that referral will be “Converted” inside the SaaSquatch Portal, and will get synced back to Salesforce during the next sync.
