RO|ReferenceView & Salesforce.com Integration
Below is a brief list of the most popular questions we receive about the Salesforce.com-RO|ReferenceView integration process. For a more robust list of FAQ’s, or to ask a question not listed below, please contact us.
How is ReferenceView integrated with Salesforce.com?
ReferenceView maintains its own data stores, and pulls data from Salesforce.com on a periodic basis. As certain information within ReferenceView changes, it is written back to Salesforce.com.
What fields are integrated between ReferenceVeiw and Salesforce.com?
We always integrate basic demographic information from the Account and Contact objects, as well as high level information from Opportunities. However, our system is highly configurable, and we can integrate any fields in the Account, Opportunity and Contact objects, as well as any fields contained in objects subordinate to those three top-level objects, such as Pricebooks and Product2. We integrate with custom objects and custom fields as well. Integrated fields are not only visible within ReferenceView, but, when so desired, can be searched on within ReferenceView as well.
What information is written back to ReferenceView from Salesforce.com?
In standard implementations, we write back information about requests and nominations, and show the status of each as they progress through ReferenceView. With customization, we can also write back to other objects within Salesforce.com.
What is the install/integration process like?
Usually, we work with one of your SF administrators to install ReferenceView from the AppExchange into your Salesforce.com sandbox. You provide us with a login which will allow us to test everything to ensure that all links are working correctly. We then work with your stakeholders to define what Salesforce.com information needs to be available within ReferenceView, and configure ReferenceView accordingly. Once everybody has determined that the configuration is correct, we install ReferenceView to the live org.
Does ReferenceView run within the Salesforce.com browser window?
ReferenceView can be configured to run within the Salesforce.com window or in its own browser window. The customer is free to choose which configuration is best suited to their organization.
Are Salesforce.com users required to log into ReferenceView?
No, Salesforce.com users are automatically logged into ReferenceView when they click on one of the ReferenceView links within Salesforce.com.
Can you limit functionality in ReferenceView based on a Salesforce.com user profile?
Yes, we can define the role for a specific user within ReferenceView based on their Salesforce.com profile credentials and limit the accounts, contacts and opportunities based on their user rights.