Prerequisites

Before installing the Smileforce app, the following must be established:

Administrator access

Administrator access to the recipient Salesforce instance for installing Smileforce. Contact Inomial for the Salesforce app credentials which include the app URL and password.

Account layouts / Salesforce profiles

You will need to change the Account layout(s) for the Salesforce profiles that are to access Smileforce, therefore you will need to identify the relevant Account layout(s).

SOAP access

A SOAP user logon to the relevant Smile instance. Contact Inomial to arrange this.

SSL certificate

The Smile instance must have an SSL certificate as access is via https. An SSL certificate is in place for all Smile instances hosted by Inomial.

Link account information

For Smileforce to display information from Smile a common key unique to the accounts of both systems is required. To achieve this link a Smile Account USN is set in the Smileforce Smile Account USN field. For each Smile account you wish to view in Salesforce you will need:
  • the Smile USN
  • a Salesforce account from which to view the Smile account

You can generate a report from Smile of USNs and account details and use a tool like Salesforce Data Loader to create or update the related Salesforce accounts.