In the following article you will learn how to install the Dealfront Connect application (app), to connect Dealfront with Salesforce. Follow the steps described below to install and configure the application properly.

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The installation of Dealfront Connect is simple but it requires some prerequisites. Let’s take a look at the following requirements to make the installation work smoothly:

STEP 1: Log into your Salesforce account with administrator privileges:

https://login.salesforce.com/

STEP 2: Open the AppExchange Marketplace and search for "Echobot" to display the detailed entry for the Connect plugin. This is also directly available via the following link:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DrzFDUAZ

STEP 3: Click Get It Now

STEP 4: You may now be prompted to verify your existing log in data again. Log in.

STEP 5: Select Install in production. You can do this without any reservations since the Connect app itself does not change any settings or environments:

STEP 6: Please review the selected ORGANIZATION and EDITION and accept the "Terms and conditions". Click on Confirm and Install.

STEP 7: If necessary, please enter your password again.

STEP 8: In the next step you will determine which users are generally eligible for the use of Dealfront Connect. We recommend that you select the "Install for All Users" option. The actual accessibility for individual users will be done later through the view and license configuration.

Please note: This selection does not affect your license costs. The licenses are assigned in a later step. If you select the "For specific profile" option, it can lead to limitations in later licensing, so please select "All Users".

STEP 9: Congratulations! If you see the following display, the first part of the installation is finished. Click Done in the bottom right corner.

Please note: Follow the instructions in the second part of this manual to install Dealfront Connect to your desired location in your Salesforce. You can also specify which users should be granted access to the application:

Depending on your Salesforce version, please choose the next section accordingly:

After successfully following Part 1, the Connect app is listed in the application setup in the "Installed packages" section:

To integrate the Dealfront app into your environment, it is necessary to perform the following four steps:

STEP 1: Activate the automatic authentication for users of the Connect App

The Dealfront Connect app is integrated into your Salesforce environment via an iFrame. To allow users to view the iFrame, you must enable pre-authorization for the users who will be using the integration.

For this, first click Setup item in the upper right menu.

Then, in the left menu, switch to "Platform Tools" -> "Apps" -> "Connected Apps" -> "Manage Connected Apps"

Now you should see the currently installed app "Echobot Connect". The default setting (in the Permitted Users column) at this point is "All users can authorize themselves".

We now want to change this setting. Under the "OAuth policies" section, please click Edit to change the permitted users to "Admin approved users are pre-authorized".

If a warning is displayed that the previous user loses access, confirm this. So far, there are no authorizations.

Save the new setting and change to the detailed view of the Connect app to define the user groups for which the app should be displayed:

STEP 2: Nomination of the user group(s) that shall get access to the Dealfront Connect iFrame

Click on the entry "Echobot SalesConnect" (use the name/link NOT the edit view) Afterwards, in the Profiles section, click Manage Profil.

A list of groups/user profiles appears for which you can activate the Connect app. Select the appropriate user groups, such as default users, sales people, or system administrators, and click Save.

Of course, you can also create your own group for Dealfront users only, and assign them to your colleagues.

Please note: If your current user is not within a group that has been activated, you will get an error message on the next step. So please make sure to also activate the "System Administrator" role for Dealfront access.

STEP 3: Install the Connect app into the Salesforce layout (e.g. the company detail view)

Dealfront Connect can currently be integrated into the interface "Accounts", "Opportunities" and "Leads":

Please note: In this example we are showing you how to integrate Connect into the standard Account layout. If you want to display the Connect view only for certain users, you have to create a second layout and preset this only for certain role profiles. Please follow the additional instructions to "Show Dealfront only for specific users".

First, please navigate to the layout you like to integrate Connect into.

Second, click the Customize icon in the upper right corner and select "Edit Page".

You will now be switched to a new view called "Lightning App Builder". In the left menu below "Custom - Managed", you will find a new element called "Echobot Connect".

Use "drag-and-drop" to place the new container at any position within the layout:

The Connect view will be displayed instantly at the selected position. Now adjust the height and width of the Connect iFrame to be 100% wide and at least 400px in height. To do, this refer to the menu on the right hand side, it should look like this:

Finally click the blue Save button on the top right. If you did not already, you will be prompted to "Activate" your changed layout. You should click the Activation button now to make this view the new standard for your organization, so all users will be able to see your changes:

Click Next and you are all done:

If you are using Dealfront for the first time and you do not have a Dealfront user account yet, you will be prompted to create one. Detailed instructions will follow in Part 3.

STEP 4: Ensure that all colleagues are registered as Dealfront users and all licenses are correctly assigned. Additionally, the email address used within Dealfront must be the same as the one used to login into Salesforce.

After successfully installing Part 1, the Dealfront app is listed in the application setup in the "Installed packages" section:

To integrate the Dealfront app into your user environment, it is necessary to perform the following four steps:

STEP 1: Enable automatic user authentication for the App

The Dealfront app is integrated into your Salesforce environment via iFrame technology. To prevent users from having to log in again each time, it is necessary that you enable automatic user authentication for the currently installed Dealfront App.

For this, first click Setup in the upper right menu.

Please switch to "Connected Apps" in the menu on the left:

"Administration Setup" -> "Manage Apps" -> "Connected Apps"

Now you should see the currently installed app "Echobot SalesConnect". The default setting in this point is "All users can authorize themselves".

We need to change this setting. Under the "OAuth policies" section, please click on Edit to change the permitted users to "Admin approved users are pre-authorized".

If a warning is displayed saying that previous users will lose access, please confirm this. So far, there are no authorizations.

Save the new setting and change to the detailed view of the Dealfront app to define the user groups for which the app should be displayed:

STEP 2: Dealfront access for defined User-groups

Click on the entry "Echobot SalesConnect". Afterwards, in the Profiles section, click Manage Profiles:

A list of groups / user profiles appears for which you can activate the Dealfront app. Select the appropriate user groups, such as default users, sales people, or system administrators, and click Save.

Of course, you can also create your own group for Dealfront users only and assign them to your colleagues.

Please note: In this example we are showing you how to integrate Dealfront Connect into the standard Account layout. If you want to display the Connect view only for certain users, you have to create a second layout and preset this only for certain role profiles. Please follow the additional instructions to "Show Dealfront only for specific users".

STEP 3: Integrate the Dealfront App into the Salesforce user layout Dealfront Connect can currently be integrated into the interface "Accounts", "Opportunities" and "Leads":

First, choose any Salesforce Account. Second, click Edit Layout in the upper right corner:

Now, create a new "section" by dragging the corresponding button from the layout configuration to the desired location in your interface:

Assign the new section the name "Dealfront" and choose the following setting. Dealfront will only appear on the detail page but not on the edit page. For Layout please choose "1-Column":

Now you can place the Dealfront Connect App in this newly created section.

Please note: You have to click Quick Save in the configuration box to afix the section.

Now switch to "Canvas Apps" in the menu on the left. Drag the Dealfront box and drop it into the section you just created.

Because Dealfront Connect requires a minimum height, you need to set this in "Canvas App Properties". To do this, click on the “tool” icon on the right side and set the following values in the dialog box:

Click Save in the configuration box on the left side. Dealfront Connect should be loaded automatically in the section you just created:

If you are using Dealfront for the first time and you do not have a Dealfront account yet, you should create one at dealfront.com. Please refer to Part 3 for further information.

Here are a few simple notes to help you better understand this process:

For Salesforce CLASSIC please see the next section

It might be useful to only display the Dealfront app for certain users. Achieving this is very easy. Follow the instructions in Step 3 of Part 2a. On the right hand side you should be able to customize your "Page" layout and assign a custom name / label for this specific view:

After saving this new page layout with a custom name, please click "Activation".

Instead of rolling out the layout for the whole organization, select "APP, RECORD TYPE, AND PROFILES" and click Assign to Apps, Record Types and Profile.

Now choose your APP (should be SALES or SERVICE) and the Record Type (should be MASTER). Next, choose which user profiles (groups) to assign this specific view to:

Now click Next/Save to save this layout for the specific profiles.

It can often be useful to display the Dealfront app only for certain users who want to actively work with it. Achieving this is very aimple. Follow the instructions in Part 2c - but instead of clicking Quick Save, save the layout which has been adapted with the Dealfront App under a new name:

In this example, we chose the new name "Account Layout Dealfront". Complete the layout adjustments as described above, and then change to the "Page layout list". The menu can be found via the Save button:

Now all the layouts that were created for the view are displayed and can be assigned to the user role profiles via the "Page Layout Assignment" button:

Click Edit Assignment to edit the list of user role profiles. Select the desired profiles for the user you want to activate the new Account Layout Echobot and save the selection:

The users with this role profile should now automatically see the correct view, while everyone else can still use the default view. In individual cases, it can also be useful to set up a separate profile for "Dealfront users" via the setup area.

If one of your users is seeing the following error message, this user does not have a role-profile that allows them to use the Dealfront app. Please change the user's role profile to one of the profiles activated or adjust your layout so that it is only available for users that are enabled.

The automated calling and reading of the Connect app via scripts is not permitted according to the Dealfront terms of service. Also, each license may only be used by one user at the same time. In order to protect Dealfront from abuse, there are certain limitations in place. If these are met, no further data can be retrieved. If this is the case, you will see the following error message:

“The maximum permitted usage volume for the current month has been reached for this licence. Please note that the use of a licence by several persons or automated retrieval is not permitted.“

If one of your employees permanently needs more calls, the usage volume can be increased on request. Please contact our service team via E-mail: support@dealfront.com.

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Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.

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