Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.
Contents
Overview
The Betterworks Salesforce integration allows users to connect Betterworks milestones to Salesforce reports so that their progress can be updated automatically in the flow of work.
Licenses
By default, each organization is granted 30 Salesforce licenses. These licenses are meant for administrators and/or executives (e.g., Director of Sales) as they are most often responsible for creating and monitoring Salesforce reports. These administrators and/or executives can easily create Betterworks milestones, connect them to Salesforce reports, and assign the milestones to other users.
Example:
Jane Smith is the Director of Sales at Acme Corp. As a result, she has been given a Salesforce license.
- Jane creates 1 goal and assigns it to herself.
- She then creates 5 milestones and connects each milestone to a different Salesforce report.
-
Lastly, Jane assigns each of the 5 milestones to a different direct report.
In this scenario, 6 users (Jane + her 5 direct reports) are working toward completing the goal. However, only 1 user (Jane) needs a Salesforce license. That's because Jane is the only user connecting milestones to Salesforce reports.
Note: For more information about using the Salesforce integration, see this Support article.
Configuration
Note: To enable the integration, you must be an administrator in Betterworks and an administrator in Salesforce.
- In Salesforce, access the New User page.
- Click the Settings (gear) icon in the top-right corner of your Salesforce dashboard.
- In the Quick Find box (at the top of the left-side panel), enter the word "Users."
- Click Users.
-
Click the New User button.
-
Create a new Salesforce user (i.e. "BetterworksUser") for data collection.
-
When prompted for an email address, provide the email address associated with your Betterworks account.
-
-
Access the Profiles page.
- Click the Settings (gear) icon in the top-right corner of your Salesforce dashboard.
- In the Quick Find box (left-side panel) enter the word "Profiles."
- Click Profiles.
-
Create a Salesforce profile with the following settings:
- Managed Package Licenses enabled.
- Apex REST Services enabled.
- API enabled.
-
Read-only permissions.
Note: Read-only permissions can be updated if this access is insufficient. However, try to match the lowest access level of Salesforce users in your organization who also have Betterworks accounts. A higher level of access may expose sensitive data to the rest of your organization.
- Assign BetterworksUser to the newly created Salesforce profile.
- You'll receive an email to create/reset your password for BetterworksUser.
- You'll receive an email to create/reset your password for BetterworksUser.
- Follow the instructions in the email.
- Access the Password Policies page.
- Click the Settings (gear) icon in the top-right corner of your Salesforce dashboard.
- In the Quick Find box (at the top of the left-side panel) enter the word "Profiles."
- Click Profiles.
- Select the BetterworksUser profile.
- Scroll down to System.
- Click Password Policies.
- Locate the Password Expiration option.
- Select Never Expires.
Note: If you choose not to do this, the Salesforce integration will stop syncing once the password expires. You will then need to reset the password in Salesforce and your Salesforce password in Betterworks.
- Access the Reset My Security Token page.
- Click your user profile photo in the top-right corner of your Salesforce dashboard.
- In the Quick Find box (at the top of the left-side panel) enter the word "Security."
- Click Reset My Security Token.
- You'll receive an email containing your security token.
Note: If you don't see the Reset My Security Token option, this indicates that you do not have any IP restrictions, and a security token is not needed.
- You'll receive an email containing your security token.
- Download the Betterworks Managed Package.
- Select Install for All Users.
- Select Upgrade or Install.
- Once the installation is complete, you'll be taken to the Managed Licenses page:
- To assign or revoke licenses in the future, you can revisit the Manage Licenses page.
- Setup → Build → Installed Packages → Manage Licenses.
- Or the Installed Packages page:
- Setup → App Setup → Develop → Installed Packages.
- Setup → App Setup → Develop → Installed Packages.
- To assign or revoke licenses in the future, you can revisit the Manage Licenses page.
- Once the installation is complete, you'll be taken to the Managed Licenses page:
- Assign Salesforce licenses to Betterworks users.
- There is a limit of 30 licenses.
- Licenses should be given to administrators and/or executives (i.e. Director of Sales) as they are most often responsible for creating and monitoring Salesforce reports.
- In Betterworks, access the Third-party Integrations page.
- Click the Admin module on the top navigation banner.
- Click Platform Configuration in the lower navigation banner.
- Click Integrations from the left-side panel.
- Click Third-party Integrations.
- Enter your credentials.
- If you did not need to generate a security token, simply enter your password.
-
If you did need to generate a security token, enter your password immediately followed by the security token (password "1234567" + security token "abcdefg" = "1234567abcdefg").
- Enter the Host URL.
-
The instance your Salesforce organization uses is generally indicated in the URL of your browser's address bar. If you're unsure of how to find your Host URL, use this Support article from Salesforce.
-
The instance your Salesforce organization uses is generally indicated in the URL of your browser's address bar. If you're unsure of how to find your Host URL, use this Support article from Salesforce.
- Click Connect.
Note: It can take up to two hours for the Salesforce icon to appear as a milestone integration option in Betterworks.
Troubleshooting
Ensure that:
- You have the necessary permissions in both Betterworks and Salesforce to set up the integration.
- The BetterworksUser has the required Salesforce profile settings enabled.
- The password for BetterworksUser has not expired.
- You've entered your credentials correctly in Betterworks, including any security tokens if required.
FAQs
What are the best practices for managing failed Salesforce login attempts?
Please see this Support article from Salesforce.
How can I revoke access to the integration for a specific user?
To revoke access for a specific user, simply remove their Salesforce license in the Betterworks Managed Package page or disable their user account in Salesforce.