By installing the Totango Application on your Salesforce.com, you will enable access to Totango data & UI directly from Salesforce.com, providing these key benefits:
- Key Totango metrics (including Health Score, Engagement, Active Users and more) are available for use in standard Salesforce.com features such as Reports/Dashboards, Rules, Triggers etc. Totango syncs these metrics every hour to keep the data fresh.
- Team members can access the Totango’s User Interface for CSMs directly from within Salesforce. Available as both a separate UI tab and embedded within the SFDC Account Layout. This enables your team to conveniently view alerts, mark accounts for attention and review account health and engagement information without leaving SFDC.
- Totango Tags automatically propagate into SFDC field, which serves as the infrastructure for Customer Nurturing Automation.
- Support for Totango login using SFDC credentials so the team doesn’t need to maintain a separate username / password for Totango.
- Setup the Salesforce data connection to enable data sharing between the two platforms.
- A Salesforce.com admin user is required to complete this installation
Step-1: Install the Totango SFDC Managed Package
Login to Totango on the Salesforce | Settings page (Note: if you cannot login, your user may not have admin privileges).
SFDC Production customers: Follow the link under “Package Installation” to access the latest version of the package.
SFDC Sandbox customers: Use this link.
Click “Continue” on the Package Installation page and “Next” on the following approval page.
Make sure you select “Grant access to all users”, under Security Settings and complete the installation procedure.
Step-2: Setup the Totango Salesforce Tab
This will enable access to the Totango UI for CSMs from within Salesforce. You can set permissions to allow access to all or some of your SFDC users.
In SFDC navigate to Manage Apps > Connected Apps -> TotangoApp
Change oAuth policy for the connected app from “”All users may self-authorize” to “Admin approved users are pre-authorized”
Assign profiles whom you want to be able to access the Totango tab.
In the “Profiles” Section, click on “Manage Profiles” and pick the user profiles you would like to have access to Totango Tab.
If you would like to provide access to all SFDC users, select “Standard User”
Your SFDC Users can now access Totango directly from within Salesforce.com by accessing the Totango Tab
Step 3: Add Totango data to your Account, Lead or Opportunity Layout
You can add Totango’s custom section to an Account, Lead and Opportunity Page Layout to make Totango metrics available for your Salesforce.com users. The graphical representation is only available in the Account object. Follow the steps below.
NOTE: This feature is not support if you are using custom objects to bind with Totango Accounts.
1) Login to Salesforce with an Administrator user. Click Setup, then select Customize->Accounts from the left navigation menu and select Page Layout. Select the appropriate Account Layout to edit (if you’re not sure, you probably want the last one on the list)
2) Select & drag the “Section” field from the Toolbox to the place on the Layout you wish to put the Totango information. Name the section “Totango” and Choose “1 Column” as the layout. Then click OK.
3) Click “Visualforce Pages”, locate “Totango Account Insights” and drag it to the section you just created. Click on the “Properties” icon on the top-right end of the new Visualforce section
4) Change Height to 290 and Save
5) If you are using Totango to manage Leads or Opportunities, repeat this process for those objects as well.