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How Do I Set Up the Salesforce Integration- Classic View?

Kyle Haas
  • Updated

The Salesforce Integration makes it easy to kick off, track, and report on your Projects, all from a Salesforce Opportunity or Account.

To install it, you will need access to the Web Services API in Salesforce. This is included in all Salesforce Enterprise Packages, and available as an add-on for Salesforce Professional Packages.

There are three steps involved in the setup: 

  1. Installing the Loopio App in Salesforce
  2. Connecting Loopio to Salesforce
  3. Configuring the Loopio App in Salesforce 

Installing the App in Salesforce

 

Permissions Required: Salesforce Administrator permissions are required to download the Loopio App from the Salesforce AppExchange

  1. The Loopio App is listed in the Salesforce AppExchange. Please click here for a direct link: Get the Loopio App for Salesforce
  2. Click Get It Now
    SFDC_App_Store.png
  3. You will be asked to log in to Salesforce
     

    Note: At this step, log in to AppExchange using your Production Salesforce credentials. You will choose whether to install to a Production or Sandbox Org in the next step.

  4. If you are testing first in a Sandbox select Install in Sandbox, if you are going straight to Production, select Install in Production Environment
    Screen_Shot_2019-09-27_at_9.45.23_AM.png
     

    Note: If you would like to test in a Sandbox first, please contact our Support Team to set up a Loopio Sandbox. Send an email to Support.

  5. Check off the box beside “I have read and agree to the terms and conditions”
  6. Click Confirm and Install
  7. Select Install for All Users and then click Install
  8. Wait until you see the installation Complete message.
  9. Click Done

Connecting Loopio to Salesforce

Before Projects can be kicked off from Salesforce, you must connect Loopio to Salesforce. 

 

Permissions Required: A Salesforce Administrator will need to be granted a Loopio Administrator account to connect the two platforms.


Their Loopio account can be disabled after setup. This will not affect the Integration.

  1. In Loopio, click into your Admin page
  2. Select the Integrations tab
    Screen_Shot_of_Loopio_with_Integrations_Indicated.png
  3. In the Salesforce Panel, click Connect
    Screen_Shot_of_Integrations_screen_with_Salesforce_Connect_link_indicated.png
     

    Note: If you do not see the Salesforce panel on the Integrations screen, please contact our Support Team: Send an email to our Support

  4. Indicate whether you are connecting to a Production or Sandbox environment and click Continue
    Screen_Shot_2021-04-06_at_10.51.11_AM.png
  5. This will redirect you to a Salesforce page to sign in. Signing in will grant Loopio permission to connect to your Salesforce instance
  6. After signing in, you will be redirected back to Loopio & shown a success message.
    Screen_Shot_2019-10-03_at_12.18.14_PM.png

Configuring the App in Salesforce

Now that the Loopio Object is connected, it can be configured. Without this step, it will not show up in your Opportunities or Accounts. 

  1. In Salesforce, click your Opportunities or Accounts tab
    mceclip4.png     mceclip2.png
  2. You will need to add the Loopio Section to your Opportunities or Accounts view. To do this open any Opportunity or Accounts and click Edit Layout in the top right.
    Screen_Shot_2019-09-09_at_11.05.08_AM.png
     

    Note: If you do not see this option, you will need to contact your internal Salesforce Administrator

  3. Select Related Lists in the Element Selection panel
    Screen_Shot_2019-09-09_at_11.07.06_AM.png
  4. Click and drag the Loopio entry to the Related Lists below
    Screen_Shot_2019-09-09_at_11.10.16_AM.png
  5. Once the Loopio Section is on the page, click on the wrench icon
    Loopio_Obhject_Wrench_Icon.png
  6. Move all the columns that you want to make available in the Selected Fields list
    Screen_Shot_2019-09-06_at_10.09.45_AM.png

    Recommended Selected Fields:

    • Loopio Project Name
    • Description
    • Owner Name
    • Percent Completed
    • Due Date
    • Created Date
       
  7. After all your columns have been added, click on the plus icon to open the Buttons section
  8. Uncheck the New box, and move the New Loopio Project to the Selected Buttons column
    Buttons.png
  9. When you are done, click OK
  10. Save the Layout changes
  11. The Loopio Section will now be displayed in the Opportunity or Account

To learn how to create a Project using the Salesforce Integration - Classic View, read on: Creating a Loopio Project using the Salesforce Integration - Classic View

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