Salesforce (Beta)

Integrate Instruqt with your Salesforce instance and enable options to create leads as well as enrich already existent leads and contacts with track play information.

This functionality is not available to all customers, please contact Instruqt support to enable it for you organization.

Overview

Learn how to easily connect Instruqt to Salesforce and configure options to enrich leads and contacts with play data such as which tracks the user has played, time spent in each completed play and feedback provided (including comments).

Enable the integration

Enabling the connection between Instruqt and Salesforce is easy and requires only a few steps:

Go to play.instruqt.com and navigate to the menu Settings > Integrations. ↳ The integrations page is displayed with the platforms enabled to your account.
Inside the Salesforce section click on Connect. ↳ The integration configuration modal is displayed.
Click again on Connect and select the desired account type (Production or Sandbox). ↳ A salesforce authorization pop-up or tab is opened. You might be required to log-in. The list of permissions required by the integrations is displayed.
You need now to allow access to Instruqt via our subprocessor Paragon (check our subprocessor list for more information). Review the data displayed and click on Allow. ↳ The configuration modal on the Integrations page now displays the configuration of the workflows.
Enable the first workflow Create Lead on Form Submission and select the New Lead Status according to your preferences. Enabling this workflow is mandatory, but it won't duplicate entries in case there is already a Lead or Contact with the same email address, first name and last name. ↳ The configuration is saved automatically.
Review all other workflows to match your preferences. ↳ The configuration is saved automatically.

All set! You can now close the modal. It might take a few minutes before the integration is live.

Architecture

Overview

Paragon serves as a middleman that connects Instruqt's events and activities to a CRM system like Salesforce.

For each of the designated events enabled on our customers' Salesforce connection page, Instruqt prepares the necessary data and sends it to the Paragon APIs. Within the Paragon, our defined workflows activate and transform the provided data into the appropriate format for Salesforce. Finally, these workflows call Salesforce's internal APIs to complete the integration.

Permissions

To interact with Salesforce's internal objects through its API and for the Instruqt integration workflows that involve creating and manipulating custom objects, the specified permissions are required:

Access the identity URL service
Access Connect REST API resources
Access custom permissions
Manage user data via APIs
Perform requests at any time

Custom objects & relationships

The Instruqt app creates two new objects: Instruqt_Play and Instruqt_Track. The Instruqt_Play object has Lookup Fields that connects to both native Lead and Contact objects. No data is written onto fields in the Lead or Contact object record.

Below are described the details of the Instruqt custom objects.

Instruqt_Track
Instruqt_Play

Visualize the data on Salesforce

Chatter

Out of the box the integration will send updates to the chatter section of both Leads and Contacts, including:

Track started by the lead / contact
Track completed by the lead / contact, including time spent until completion
Track score feedback, if provided
Track written feedback, if provided

Besides the chatter it's also possible to visualize the data with the custom object Instruqt_Play in various ways.

One of the options is to displayed it in the related list, as described below.

In Salesforce go to the settings from top right corner.
Go to Object Manager from left panel.
Find the Instruqt Play object and click on it.
Then click on the Fields & Relatioinship from left panel.
Click on the Lead property.
Click on the Set Field-Level Security and enable Visible to the profiles you want to be able to visualise Instruqt Plays (for instance: "Standard User" and "System Adminstrator") and click on Save.
Repeat the step above also for the Contact property.

Now that the field-level security visibility is correctly set we can add the Instruqt plays to the Lead and Contact templates.

Again in the Object Manager now select the Contact object.
Select Page Layouts on the left panel.
Click on the layout(s) you want to enable the visibility of related Instruqt Plays (for instance: Contact Layout and/or Contact (Marketing) Layout).
On the top card click on Related Lists.
Drag and drop Instruqt Plays down to the layout, placing it in the desired location (order) and click on Save.
Repeat the process to any other layout you want to add the Instruqt Plays.
Go back to the Object Manager, click on the Lead object and repeat steps 2 to 6.