Salesforce

Prerequisites

Before you can setup the Salesforce integration for Imprez, you must:

Be the current owner of your Imprez collection
Have a Salesforce org using the Enterprise, Unlimited, or Performance editions or the Professional edition with the API add-on
Be an admin in your Salesforce org

Installation

Firstly, you’ll need to install the Imprez package into your Salesforce org. To do this:

Open the relevant Imprez collection
Choose Integrations in the sidebar under Security
Scroll down to the Salesforce section
Choose if you’re using a sandbox to test (or leave it alone for production)
Click Install package

Choose a username from the list (or login with a different username)
Login to Salesforce, if you’re not already

Choose Install for Admins Only

Read and accept the acknowledgement

Click Install

Keep the screen open while the package installs

If the package takes too long to install, you’ll receive an email once it’s installed instead and you can click Done to continue

This takes you through to Setup → Platform Tools → Apps → Packaging → Installed Packages, where you can choose to click Uninstall on your packages later, if needed

Important: Only packages currently installed successfully will show in Setup → Platform Tools → Apps → Packaging → Installed Packages.

Connection

Secondly, you’ll need to connect your Imprez collection to your Salesforce org. To do this:

Open the relevant Imprez collection
Choose Integrations in the sidebar under Security
Scroll down to the Salesforce section
Click Connect Salesforce

Choose a username from the list (or login with a different username)
Login to Salesforce, if you’re not already

Read the information on the screen
Click Allow to connect Salesforce to Imprez (or Deny to not)

You’ll be taken back to Imprez where you’ll see Salesforce is connected
You can choose to pause or disconnect the Salesforce integration anytime

Warning: All interaction data from smart links in your Imprez collection will be pushed automatically to your Salesforce org once Salesforce is connected, even if not associated with any contacts, leads, accounts, and/or opportunities in your Salesforce org.

Permissions

Thirdly, you’ll need to assign permission sets in your Salesforce org. To do this:

Open the relevant Salesforce org
Go to Setup → Administration → Users → Permission Sets
Increase the number of permissions per page to 200 in the bottom left
Assign Imprez Reader to anyone who should see interactions in Salesforce
Assign Imprez Integration to anyone who owns the Imprez collection

Association

Finally, when creating or updating smart links in your Imprez collection, you can now optionally choose to associate future interactions captured by your smart links with contacts, leads, accounts, and/or opportunities from your Salesforce org. Once connected, the interaction data will be automatically pushed to Salesforce when captured and can feed into your reports too.

Warning: Although interaction data can be associated with contacts, leads, accounts, and/or opportunities in your Salesforce org, it may not always reflect genuine engagement. For example, activity can sometimes be accidental from misclicks or others using shared inboxes, or generated by bots, workflows, crawlers, and scanners.

Information: Associate smart links with contacts, leads, accounts, and opportunities in your org and automatically push slide interaction data to Salesforce.

Warning: Salesforce doesn’t let Imprez integrate with orgs on the Essential or Professional editions without the API add-on.