Predictive Insights - Sales Insider Integration Guide

Sales Insider Integration Types

Sales Insider supports Lead Based and Account Based Models depending on your use-case. Contact and Lead objects can be tied to both Lead Based and Account Based Models. Account objects can be tied to Account Based Models only.

Every page layout in Salesforce can embed a single Visualforce page component.

Sales Insider allows different Salesforce users to view results based on different models, depending on their role in the company. A user can have a single model of each type (Lead or Account based) configured.

Sales Insider Package Contents and Installation

In order to have Sales Insider capability in your Salesforce instance you need to install the Salesforce package provided by Anaplan’s Predictive Insights. The package contains the following components:

  • Custom Settings for system wide configurations
  • Remote Site Settings
  • Configuration fields on User object
  • Visualforce page components for Account, Contact and Lead objects
  • Buttons for Account, Contact and Lead objects
  • Sample page layouts for Account, Contact and Lead objects
  • APEX classes powering the Sales Insider

You will receive an installation link and password from Anaplan Customer Success. Please install the package in your Salesforce instance.

List of IDs for each one of the models/markets that should be integrated can also be obtained from Anaplan Customer Success or obtained directly from Anaplan’s Predictive Insights platform as described below.

Sales Insider Package Configuration

Models (Markets)

Depending on your use-case it is possible to use a single system-wide Lead and / or Account Based Model or configure specific Lead and / or Account Based Model per Salesforce profile or Salesforce user.

You can copy relevant model / market IDs (32 character strings) from the Predictive Insights platform as described in the section below. Lead and Account Based Models have different IDs.

System Wide Configuration

System Wide configurations are supported based on Custom Settings.

To alter Custom Settings you need to go to Setup --> Develop --> Custom Settings. You will see two sets of configuration:

  • Mintigo_Account_Market
  • Mintigo_Lead_Market

If you edit each one of those configuration parameters you will be able to set Market ID based on what you have received from Anaplan Customer Success.

For example:

image.png

Click on Manage for Account or Lead based configuration.

image.png

By default, Market ID is empty – click on Edit to fill it in.

Fill in Market ID and press save.

image.png

Important: Even if you plan to use per-profile or per-user configuration, provide global Default Organization Level configuration.

Per-Profile Configuration

Per-Profile configurations are supported based on Custom Settings.

To alter Custom Settings you need to go to Setup --> Develop --> Custom Settings. You will see two sets of configuration:

  • Mintigo_Account_Market
  • Mintigo_Lead_Market

If you edit each one of those configuration parameters you will be able to create a hierarchical configuration based on Salesforce Profile.

  1. Manage custom setting
  2. Click on ‘New’ image.png
  3. Choose 'Profile' and pick specific people
  4. Fill in Market ID and Save

image.png

 

Per-User Configuration

It is possible to add per-user configurations on User object.

  1. Edit User under ‘Manage Users’ --> ‘Users’
  2. Use the following parameters to set Lead / Account Based Market IDs
    1. ABM Market ID 
    2. LBM Market IDimage.png
  3. Press 'Save' 

Page Layouts for Embedded Sales Coach Content

The package includes sample page layouts that include embedded Sales Coach content – for Lead, Contact and Account objects.

Page Layout Name

Description

Account Layout Sales Coach

Embedded Sales Coach content for Account objects

Contact Layout Sales Coach LBM

Embedded Sales Coach content for Contact objects for integration with a Lead Based Model

Contact Layout Sales Coach ABM

Embedded Sales Coach content for Contact objects for integration with an Account Based Model

Lead Layout Sales Coach LBM

Embedded Sales Coach content for Lead objects for integration with a Lead Based Model

Lead Layout Sales Coach ABM

Embedded Sales Coach content for Lead objects for integration with an Account Based Model

 

You can use either of those supplied page layouts or add supplied buttons to page layouts that are used in your company.

Suggested configuration is:

  • Add new Section in the Layout, name it ‘Sales Coach’
  • Those are the section properties:
  • image.pngDrag relevant ‘Sales_Coach’ Visualforce page into the section.
  • Those are the configuration properties for the Visualforce page:image.png

Page Layouts with Buttons

The package includes three sample page layouts that include embedded Sales Coach content – for Lead, Contact and Account objects.

Page Layout Name Description

Account Layout Sales Coach Button Sample

This layout includes a button that opens Sales Coach content in a ‘new window’ for an Account object.

Contact Layout Sales Coach Button Sample

This layout includes a button that opens Sales Coach content in a ‘new window’ for a Contact object. Embedded button can be used for integration with a Lead Based Model.

Lead Layout Sales Coach Button Sample

This layout includes a button that opens Sales Coach content in a ‘new window’ for a Lead object. Embedded button can be used for integration with a Lead Based Model.

 

You can use either of those supplied page layouts or add supplied buttons to page layouts that are used in your company.

When you modify the page layouts of relevant objects, you will be able to see two ‘Mintigo Sales Coach’ buttons. One of them is used for integration with a Lead Based Model and the other for integration with an Account Based Model.

image.png

When you hover over the relevant button, it will be possible to see whether the button is for Lead or Account based models.

image.png

Page layout for Accounts only includes a button for integration with an Account Based Model.

The button can be dragged to ‘Custom Buttons’ section of the layout.

Obtaining Model / Market IDs from PI Platform and Enabling Sales Coach on Relevant Models / Markets

For every model / market that requires integration with Sales Coach we need to turn on this integration in the Predictive Insights platform and to copy its ID.

Your Predictive Insights platform user needs to be in Administrator or Marketing OPs roles in order to be able to perform this configuration.

  1. Connect to Predictive Insights platform and locate the relevant market
  2. Switch to Market Integrations view:image.png
  3. Go to Sales Insider tab
  4. Market ID should be copied to relevant configuration in Salesforce
  5. Pick the MIs that you want to be available for Sales Insider
  6. Please click on ‘Activate’ toggle to enable Sales Insider integration for this market image.png
  7. You are now ready to integrate this market with Sales Insider

 

Questions and Answers

 

Q: Do Sales Insider requests count against Salesforce limits?

A: Sales Insider is using HTTP callouts and they are not counted against Salesforce limits. However HTTP callout specific limits are imposed on them as specified in https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_callouts_timeouts.htm. Those limits are technical limits for development and not for end-user usage of Sales Coach.

 

Q: Does Sales Insider seat license limit affect the usage for the end-user?

A: If you are breaching your Sales Insider seat license limit end-users of the system will continue viewing Sales Insider content normally.

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