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SalesForce-BizMerlin Integration

May 10, 2019 · Integrating BizMerlinHR with 3rd Party Applications,

By integrating your Salesforce application with BizMerlin, you can establish a 2-way sync between Salesforce and BizMerlin that works on following kinds of records:

  • Salesforce Accounts are mapped to Accounts in BizMerlin
  • Salesforce Opportunity Records are mapped to Projects in BizMerlin
  • Salesforce Contacts are mapped to Contacts in BizMerlin

1. Linking SalesForce with BizMerlin

  1. Getting information from SalesForce
    • Getting Security Token
      1. Login into your SalesForce account.
      2. Click on “Settings” menu item under your profile picture, on the top right corner of the menu bar.
      3. Go to “Reset My Security Token” option from Left side menu bar: Profile pic->Settings->Reset My Security Token.
      4. Get Security token by clicking on “Reset Security Token” button on the page, you will get a mail in your inbox containing Security Token.
    • Create a connected app to get Client Id and Client Secret
      1. Login into your SalesForce account.
      2. Click on Setup icon near your Profile picture and click on Setup menu item.
      3. Go to “App Manager” option from left side menu bar under Platform Tools section.
      4. Then click on New Connected App button on the top right corner: Setup->App Manager->New Connected App.
      5. Then fill in the required fields in the form and enable OAuth Setting by checking the checkbox in API (Enable OAuth Settings) section.
      6. Fill in the call back URL as “https://yourdomain.bizmerlin.net/oauth/salesforce/callback”.
      7. Also, choose Full Access option from “Selected OAuth Scopes” list and click on Save button.
      8. The Connected app has been created.
      9. Now you just need to copy the Consumer key and Consumer Secret from the app (recently created connected app) view page.
    • Create Custom fields for Opportunity object on SalesForce:

      • Go to the top right App Setup menu then go to Objects and Fields> Object Manager on SalesForce.

      • Click on Opportunity object and then select Fields & Relationships. You will see the “New” option. Select “New” to create a new custom field.
      • Create following Custom fields:

        Name

        Type

        ProjectDelivery

        Date

        Invoicing_Instructions

        Text

        Languages

        Picklist

        Source_Language

        Picklist

        Services_Needed

        Text

        Project_Manager

        Text

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  2. Setup SalesForce in Third Party Integrations
    • Linking SalesForce in your BizMerlin account     
      1. Go to the top right “Setup” menu and scroll down then click on “Third Party Integrations”: Setup-> Third Party Integrations.
      2. On the Third Party Integrations page, click on the button “Add New” and choose “SalesForce”.
      3. In the field “Host” specify SalesForce account URL as “https://login.salesforce.com“.
      4. Fill in your Username in field Username and Password in Password field as well as Security Token in Authtoken field.
      5. Also, fill in Consumer Key in Client Id field and Consumer Secret in Client Secret field. Leave other fields blank.

    • Creating pull/push functions:
      1. Select the SalesForce integration on the Third Party Integrations page.
      2. On the Integration view page, there is a section for creating pull/push functions.
      3. Click on add function button and select object and function name, then click the save button.
      4. (If you create a pull function for an account object only then Pull from SalesForce button will be displayed on the Account home page.)
    • Now, you are ready to Integrate with SalesForce.

2. Pull your Accounts from SalesForce into BizMerlin

This BizMerlin – SalesForce integration allows you to create your Accounts directly from SalesForce into BizMerlin.

        Pull your SalesForce Accounts into BizMerlin

  1. In BizMerlin, go to the top menu “Allocations” and click the “Accounts” menu item.
  2. Then you can see “Pull from Salesforce” button on the bottom left the page if you have configured SalesForce in Third Party Integrations.
  3. Clicking on the button will create all your Accounts from SalesForce into BizMerlin except those, which are already imported from SalesForce into BizMerlin.
  4. Account Name and Description with SalesForce account ID will be automatically pulled in Account details.

        Failure Conditions

  • You must specify correct Username and Password as well as Authtoken of your SalesForce account in Third Party Integrations.
  • Your SalesForce account must be either of type Developer or Enterprise.

        Success Outcome

  • If Accounts gets created in BizMerlin, you will find them in Accounts list by navigating to Allocations->Accounts.

3. Update Account details

This is not currently supported. If you want to modify Account details, you need to modify it directly in BizMerlin.

4. Pull your Opportunity from SalesForce into BizMerlin

This BizMerlin – SalesForce integration allows you to create your Project directly from SalesForce into BizMerlin.

  • In BizMerlin, go to the top menu “Allocations” and click “project” menu item.

  • Then you can see “Pull from Salesforce” button in the top right corner of the page if you have configured SalesForce in Third Party Integrations.

  • Clicking on the button will create all your Opportunities from SalesForce into BizMerlin except those, which are already imported from SalesForce into BizMerlin.

  • Project Name and Description with SalesForce Opportunity id will be automatically pulled in Project details.

    Failure Conditions

  • You must specify correct Username and Password as well as Authtoken of your SalesForce account in Third Party Integrations.

  • Your SalesForce account must be either of type Developer or Enterprise.

  • You must have to create a custom field on Salesforce for Opportunity object.

        Success Outcome

  • If Projects gets created in BizMerlin, you will find them in Projects list by navigating to Allocations->Projects.