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Salesforce Integration Setup

 

Requirements

The integration between Mavenlink and Salesforce is set up through Salesforce and managed by Mavenlink. To configure the Mavenlink Connector in your Salesforce account, you'll need a Salesforce Enterprise Edition account with Salesforce Administrator privileges. The Mavenlink Connector enables integration.

You can also create a free Salesforce Developer account to test the basic integration; this may not include all the integration features found in an Enterprise account. If you need help creating a Salesforce account, please contact the Salesforce support team.

In Salesforce

Salesforce allows you to use two different UIs. We have provided instructions for both UIs. Select your UI to see the applicable instructions:

Lightning Experience

These are instructions for the Lightning UI.

If you prefer Salesforce Classic, click on your profile and choose to Switch to Salesforce Classic.SFClassic.png

  1. Make sure the account is Enterprise Edition.
    1. Click on the gear icon and open the Setup page.SFLightningSetup.png
      Note: See Explore the Salesforce Setup Menu for more details.
    2. In the Quick Find box, search for Company.
    3. Click Company Information.SFLightningSetupSearch.gif
      The Salesforce Edition is listed in the Organization Edition field.SFOrgEdition.png
  2. Make sure a Salesforce Adapter is installed before you integrate Mavenlink and Salesforce. If you are still in the implementation stage, this should already be completed by Mavenlink's Technical Services.

    To see if an adapter is installed:

    • Click Setup.SFLightningSetup.png
    • In the Quick Find box, search for Installed Packages. SFInstalledPackage.gif
    • Click on Installed Packages, and look for the Mavenlink for Salesforce package.InstalledMLPackage.png

    If an adapter is not installed, contact support@mavenlink.com for the latest installation link. For example, here is the installation link to our Salesforce Adapter, version 2.6.

    1. Once you have the installation link address, navigate to it in a new tab.

    2. Select Install for All Users.InstallMLforSF.png
    3. Click Install. A request to access the Mavenlink application and API displays. This is required to start the installation process. MLSFApproval-2.png
    4. Select Yes, grant access to these third-party websites, and click Continue.
      Note: If you do not grant access, the Continue button remains disabled and you are unable to continue the installation. InstallMLforSF.pngWhen you click Continue, the installation process begins. This takes a few minutes.
    5. When the installation is complete, switch back to Salesforce. The Mavenlink Connector appears in the App Menu.Salesforce-Apps.gifYou can click View All to see all Apps, or use the search bar to find the Mavenlink Connector.SFLightningMLConnector.gif
    6. Check Installed Packages to verify the version that is installed.InstalledPackage2.png

Classic Experience

These are instructions for the Classic UI.

  1. Make sure the account is Enterprise Edition.
    1. Navigate to Setup.SFSetupButton.png See Explore the Salesforce Setup Menu for more details.
    2. In the Quick Find box, search for Company.SFCompanyInfoGIF-small.gif
    3. Click Company Information.SFCompanyInfo.pngThe Salesforce Edition is listed in the Organization Edition field.SFOrgEdition.png
  2. Make sure a Salesforce Adapter is installed before you integrate Mavenlink and Salesforce. If you are still in the implementation stage, this should already be completed by Mavenlink's Technical Services.

    To see if an adapter is installed:

    • Click Setup.SFSetupButton.png
    • In the Quick Find box, search for Installed Packages. InstalledPackages-small.gif
    • Click on Installed Packages, and look for the Mavenlink for Salesforce package.InstalledMLPackage.png

    If an adapter is not installed, contact support@mavenlink.com for the latest installation link. For example, here is the installation link to our Salesforce Adapter, version 2.6.

    1. Once you have the installation link address, navigate to it in a new tab.

    2. Select Install for All Users.InstallMLforSF.png
    3. Click Install. A request to access the Mavenlink application and API displays. This is required to start the installation process. MLSFApproval-2.png
    4. Select Yes, grant access to these third-party websites, and click Continue.
      Note: If you do not grant access, the Continue button remains disabled and you are unable to continue the installation. InstallMLforSF.pngWhen you click Continue, the installation process begins. This takes a few minutes.
    5. When the installation is complete, switch back to Salesforce. The Mavenlink Connector appears in the App Menu.SFMLConnector.png
    6. Check Installed Packages to verify the version that is installed.InstalledPackage2.png

 

In Mavenlink

Identify the Mavenlink plan you are subscribed to. You must have an Enterprise account to set up the integration between Mavenlink and Salesforce.PremierPlan.png
You are now ready to configure the Mavenlink connector in Salesforce.

How to Configure the Mavenlink Connector

There are 2 parts to configuring the Mavenlink Connector in Salesforce.

 

Integration Options Settings

  1. Log in to Salesforce.
  2. If you have not configured the Mavenlink Connector before, navigate to the App Menu in the upper right corner and select Mavenlink Connector.SFMLConnector.png
    Note: In the Lightning UI, the App Menu can be found in the upper left corner.Salesforce-Apps.gifYou can click View All to see all Apps, or use the search bar to find the Mavenlink Connector.SFLightningMLConnector.gif
  3. Navigate to Mavenlink Configuration > Integration Options.SFMLConfig2.png
  4. Click Edit.SFEdit.png
  5. Make sure the following are enabled:
    1. Under Processing Control, make sure Enable Opportunity Processing and Enable Feed Processing are both selected.
    2. Under Synchronization Settings, make sure Sync Posts is selected.SFIntegrationOptions2.png
  6. Click Save. You are now ready to configure the Authentication Settings.

 

Authentication Settings

  1. Authenticate the connection between Mavenlink and Salesforce.
    1. Navigate to Mavenlink Configuration > Authentication Settings.SFAuthenticationSettings.png
    2. Copy the Redirect URI.
    3. Open a new tab.
    4. Navigate to Mavenlink.
    5. Log in to Mavenlink.
    6. Register a new application in Mavenlink using the copied Redirect URI from Salesforce as the Application Callback URI.RegisterNew.png
    7. Switch back to the Salesforce tab.SFAuthenticationSettings.png
    8. Click Start.SFStart.png
    9. Enter authentication details:SFConfigureAuthenticationSettings.png
      • Account Name Whatever you want to call this connector.
      • Client Id The Mavenlink Application ID in the registered Mavenlink application.SFIdToken.png
      • Client Secret The Secret Token in the registered Mavenlink application.
    10. Once the details are entered, click Authorize API (Step 1).SFAuthorizeAPI.png You are redirected to a Mavenlink OAuth Authorization page.MLOAuthorization.png
    11. Click Authorize to enable access to Mavenlink. You will be directed back to the Authentication Settings page in Salesforce.
    12. Click Connect API (Step 2).SFAuthorizeAPI2.png
      The status of the account is now Connected.SFMLConnected.pngYou are now ready to test the integration.

 

How to Test the Integration

It is important to test the integration. The easiest way to do this is to create a sample project in Salesforce manually and check whether it syncs in Mavenlink:

  1. Log in to Salesforce.
  2. Navigate to Mavenlink Connector > Mavenlink Projects tab.
  3. Click New to manually create a project.SFNewButton.png
  4. Enter the required information. By default, only a Title and Project Title are needed, but this can vary by setup. SFCreateProj.png
    1. Title The name of the project in Salesforce.
    2. Project Title The name of the project in Mavenlink.
  5.  Click Save.SFSaveButton.png The test project is now created.
  6. Refresh the browser webpage.
    Note: This is not the Refresh Feed button.
    1. If the setup is successful, a value is displayed for the Mavenlink URl field.SFProjectURL.png
    2. If no value is displayed, repeat authentication steps.
  7. Navigate to Mavenlink, and look for the new project.
    1. If the project was successfully created, you are now ready to use the integration.SFNewMLProj.png
    2. If the project was not created successfully, repeat authentication and testing steps again.

      If you are still having issues with re-authenticating the integration, or any setup issues, please email support@mavenlink.com.

 

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