In this guide we are going to go over how to find and install your Ramble Package on Salesforce! Following these steps will allow you to install and access the Ramble Package to make appropriate changes to your Compact Layouts, View Components, Dependencies, along with many other Features that Salesforce has to offer! For now, let's just focus on getting your Ramble Package installed into Salesforce.
Let's get started by:
- If you don't already have an account, or want to test in a sandbox, start by creating a Salesforce developer account here.
- After you have created your developer Salesforce account and done all of the necessary steps to get your salesforce account set up go ahead and install the ramble package from here
- Be sure to select the "For All Users" option before proceeding
- Check the, "I acknowledge that I'm installing a Non-Salesforce Application," to continue the installation process.
- Click on "Done."
- Navigate to Setup (Under gear tab)
- Then: Apps
- Then: Packaging/Installed Packages
- You will see your new Ramble Package.
After following the above directions your package will have successfully installed, you will also have a confirmation notice sent via email saying that your install was successful.
After clicking the "done" option you will then be redirected to your installed packages tab and you will see that Ramble is now listed. If you ever need to access this from the main screen:
Notice the uninstall option to the left of the ramble package, this provides you a simple way to uninstall the package if you choose to at a later time.
Step 2, Optional: Compact Layouts + Implementing Custom Fields
In this section we are going to locate where the base Compact Layouts are kept and stored, along with how to create your own Ramble Compact Layout with Custom Fields. A Compact Layout determines the fields that show up in the details section when you expand an activity in the activity timeline. Changing the Compact Layout will impact the fields that show up in the highlighted areas in tasks, task lists, and everywhere else the compact layer is used. With that being said, let's get started by first finding out where our Compact Layouts are stored and let's get to creating some.
- Navigate to: Setup (Located under the gear tab)
- Then: Object Manager
- Then: Find & Click on Task
- Select Compact Layouts
- Click the "New" in the upper-left corner to create a new Compact Layout.
- Give it a Label: Ramble Chat
- Give it a Name: Ramble_Chat
- Implement Ramble Chat URL & Ramble Chat Types into selected fields from available fields.
- Click Compact Layout Assignment within desired Label
- Edit Assignment
- Switch Primary Compact Layout to Ramble Chat & Save
Congratulations! You have now just created the new compact layout that you can apply to your package with new custom fields that will customize your task, task lists, and your activity timeline. After saving, click on the compact layouts on the left-hand side of the screen to bring you back to the compact layouts for your event tab, you will see that you now have access to the Ramble Chat Compact Layout. Let's continue by utilizing it:
You will now notice after following the above steps that your Primary Compact Layout has changed to your new custom compact layout.
Step 3, Optional: Applying Event Compact Layouts to Packages
In this next step we are going to show you the way to apply the new compact layout design to change the Event compact layout. Doing this will assure us that our Event Compact Layout details are implemented into our Ramble Package making sure the Event details fall in line where they're supposed to. Now, let's get started.
- Navigate to: Setup
- Then: Object Manager
- Then: Event
- Then: Compact Layouts
- Click the Ramble Event Compact Layout under Label.
- Compact Layout Assignment
- Edit Assignment
- Switch your Primary Compact Layout from System Default to Ramble Event Compact Layout.
After saving, click on the compact layouts on the left-hand side of the screen to bring you back to the compact layouts for your event tab, you will see that you now have switched your Primary Event Compact Layout from the System Default to your customized Ramble Event Compact Layout.
Step 4: Connect Ramble Team to Salesforce org from Ramble Portal
By completing this step, your chat information panel will include a new metaphor to link so you will be able to access details about your conversations via Salesforce. On that note, let's get this finished up and ready to go!
- Navigate to the Ramble Portal
- From the upper right menu click Settings and choose the team you wish to manage
- Find the Settings header on the left
- Click the button to Connect Now!
- Yes, Connect! After reading "Ramble Loves Salesforce"
- Allow Access
- Choose the Salesforce auto-settings you desire
- Choose a Lead Owner
- Finally, click Save
Congratulations! Now your Salesforce and Ramble accounts should be linked together, unlocking a whole new experience for you as a user!
And on to the mandatory technical jargon (for those that are interested in objects and permissions and such).
The following components are added to your Salesforce instance during installation:
- Ramble Chat Type (Custom Field)
- Ramble Chat URL (Custom Field)
- RambleSaveLeadIgnoreDuplicate (Apex Class)
- RambleTest (Apex Class)
- Ramble Event Compact Layout (Compact Layout)
List of Affected Salesforce Objects
When enabled, the integration has the ability to read the following objects when pushing the chat to SF:
- Leads (ID, Name, Company, Email, Website, Phone, OwnerID)
- Contacts (ID, Name, Email, Phone, OwnerID)
- Campaigns (ID, Name, Type, Status, StartDate, EndDate, OwnerID)
- Accounts (ID, Name, Website, Phone, OwnerID)
- Salesforce Users (ID, Name)
- Organization Information (ID and Name)
When enabled, the integration has the ability to create data for the following objects when pushing the chat to Salesforce:
- Leads (FirstName, LastName, Company, Email, Phone, Website, OwnerID)
- Contacts (FirstName, LastName, Email, Phone, AccountID, OwnerID)
- CampaignMember (CampaignID, ContactID)
- Events (StartDateTime, EndDateTime, Subject, OwnerID, Location, Description, WhoID, Ramble_Chat_Type__c, Ramble_Chat_URL__c)
When enabled, the integration has the ability to update data for the following objects when pushing the chat to Salesforce:
- Leads (OwnerID)
- Contacts (OwnerID)