SalesValue Salesforce App
Installation and configuration guide


Introduction

Welcome to the installation and configuration guide for the SalesValue Sales Enablement App for Salesforce.

Follow the below steps to get the SalesValue App quickly up and running in your organization.

Before installation

Before installing the SalesValue App you need to enable Salesforce CRM content and add the permissions to the installation user. Follow these steps:

  1. From Setup, enter Salesforce CRM Content in the Quick Find box, select Salesforce CRM Content, and then select Enable Salesforce CRM Content.
  2. Give users access to Salesforce CRM Content by assigning feature licenses in one of the following ways:
  • To assign feature licenses to users automatically, from Setup, enter Salesforce CRM Content in the Quick Find box, select Salesforce CRM Content, and then select Autoassign feature licenses to existing and new users.
  • To assign feature licenses to users manually, from Setup, enter Users in the Quick Find box, then select Users and click Edit next to the user's name. Select the Salesforce CRM Content User checkbox and click Save.
  • Verify that the Salesforce CRM Content users have the Salesforce CRM Content user permissions enabled.
  • Global value sets

    The SalesValue app uses some global value sets that should be adjusted to your organizations requirements as well as to match you existing setup.

    File class

    The SalesValue App uses a custom field “File class” to map content to different file types like brochures, presentations, image, whitepaper, etc.

    Update the file class list to match the type of content that you want to manage in the app for distribution to your salespeople.

    To update the file class:

    1. Go to “Setup”
    2. Select “Picklist Value Sets”
    3. Select “File class”
    4. Add and edit the file class to match your organizations file types

    Opportunity stages

    The SalesValue App uses a custom field “Opportunity stage tags” to map content to opportunity stages.

    This “Opportunity stage tags” should match your existing opportunity stages, which means that the API name of the global value set should be exactly the same name as the name of your Opportunity stage.

    To update the “Opportunity stage tags”:

    1. Go to “Setup”
    2. Select “Picklist Value Sets”
    3. Select “Opportunity stage tag”
    4. Add and edit the opportunity stage tags so it matches your organizations opportunity stages

    Go to the products and add relevant product group to each product.

    Configure product groups

    Salesforce products typically represents the full product catalogue with all the variations, e.g. if you sell iPhones two lines in the product catalogue could be:

    • iPhone 11 64gb Space Grey 6.1"
    • iPhone 11 128gb Space Grey 6.1"

    This is almost the same product by with small but important variations, but when you want to manage the sales content and knowledge it will be a to detailed level. Most likely iPhone or iPhone 11 would be a more relevant level.

    The SalesValue app therefore introduces a concept we call Product Groups, which links each Salesforce product to the relevant level for content management.

    The list of product group should be updated:

    1. Go to “Setup”
    2. Select “Picklist Value Sets”
    3. Select “Product group”
    4. Add and edit the product groups so it matches your organizations content management requirements

    Go to the products and add relevant product group to each product.

    Page layouts

    The functionality from the SalesValue App is not automatically added to page layouts if standard Salesforce objects, to ensure the App does not overwrite any customizations you might have made yourself. Therefore, you need to manually update your page layouts as described below.

    Opportunities

    The SalesValue App adds many to many relationships between opportunities and competitors.

    Update the opportunity page layout to display competitors on opportunity page related list. Follow these steps:

    1. Setup
    2. Object manager
    3. Opportunity
    4. Page layouts
    5. Select “Opportunity Layout”
    6. Select “Related lists”
    7. Add Competitors related list
    8. Edit OpportunityCompetitorAssociation related list
    9. Add competitor name

    If you see a view like this, where is says “This list is not customizable”:

    Then it is because the wrong related record is added to the list. Then remove this related record and add the other “Competitors” from the list.

    It should look like this:

    Here you can customize the related list and add the competitor name and other relevant fields.

    Accounts

    The SalesValue App adds a relationship to Customer Stories and Industry. Update the account page layout to show related customer stories.

    To add Customer Stories to the accounts page layout, follow these steps:

    1. Go to “Setup”
    2. Select “Object manager”
    3. Select “Account”
    4. Select “Page layouts”
    5. Select “Account Layout” (or other relevant page layouts)
    6. Select “Related Lists”
    7. Add “Customer stories” to the relevant place

    To add the Industry field to the account page layout, follow these steps:

    1. Go to “Setup”
    2. Select “Object manager”
    3. Select “Account”
    4. Select “Page layouts”
    5. Select “Account Layout” (or other relevant page layouts)
    6. Add “Industry” to the relevant place
    7. Remove old "Industry" field if applicable

    If you have an existing industry picklist field on the account record, that you want to migrate to the new industry object, follow the steps in section “Industry records and link to accounts”.The SalesValue App can automatically display the relevant persona’s for a contact based on the contacts title. Update the contact page layout to show related persona.

     

    Files

    The SalesValue App comes with a page layout for files that allows you to easily manage your files with more advanced relations. The layout includes specific tags and relations.

    To activate this layout, follow these steps:

    1. Go to “Setup”
    2. Select “Object manager”
    3. Select “Content Version”
    4. Select “Page layouts”
    5. Select “Page Layout Assignment”
    6. Select “Edit assignment”
    7. Add the “SalesValue Content Version Layout” to all relevant profiles

    Products

    To add Product group to product products page layout:

    1. Go to “Setup”
    2. Select “Object manager”
    3. Select “Product”
    4. Select “Page layouts”
    5. Select “Product Layout”
    6. Add “Product group” to the relevant place on the form

     

    Lightning pages

    Products

    The SalesValue App can automatically display relevant files linked to a product group. To add the product files view to the lightning page follow these steps:

    1. Search for Products from menu
    2. Select any product
    3. Select Edit page
    4. Add ProductFeatures component anywhere on the page
    5. Add ProductFiles component anywhere on the
    6. Save page
    7. Activate page if asked for it

    Accounts

    The SalesValue App can automatically display relevant files linked to an accounts industry. To add the account files view to the lightning page follow these steps:

    1. Select Accounts from tabs
    2. Select any account
    3. Select Edit page
    4. Add salesvalueAccountFiles component anywhere on the page – we recommend at the right side above the related records
    5. Save page
    6. Activate page if asked for it

    Contacts

    The SalesValue App can automatically display the relevant persona for a contact based on the contacts title and industry if selected in the filters.

    Update the contact lightning page to show related persona.

    To add Persona to the contacts page layout, follow these steps:

    1. Select Contacts from tabs
    2. Select any contact
    3. Select Edit page
    4. Add salesvaluePersonas component anywhere on the page – we recommend at the right side above the related records
    5. Save page
    6. Activate page if asked for it

     

    Opportunities

    The SalesValue App can automatically display relevant files linked to an opportunity based on the opportunity stage, industry and products, depending on the app settings. To add the product files view to the lightning page follow these steps:

    1. Select Opportunities from tabs
    2. Select any opportunity
    3. Select Edit page
    4. Add OpportunityFiles component anywhere on the page – we recommend at the right side above the related records
    5. Save page
    6. Activate page if asked for it

     

    Permissions

    The SalesValue app comes with several new custom objects. To give the users access to these custom objects you should give the relevant users the needed permission sets:

    1. Go to “Setup”
    2. Select “Permission sets”
    3. Select “SalesValue permissions – user”
    4. Select “Manage Assignments”
    5. Select “Add Assignments”
    6. Add the users that should have view access to all the custom object, e.g. Pains, Personas, Features, etc.
    7. Go back to overview of permission sets
    8. Select “SalesValue permissions – content manager”
    9. Select “Manage Assignments”
    10. Select “Add Assignments”
    11. Add the users that should have full admin access to all the custom object, e.g. Pains, Personas, Features, etc.

     

    SalesValue app settings

    The SalesValue App let’s you define which filters you want on files on opportunities and personas on contacts.

    The options are:

    Setting

    Description

    Opportunity filter on sales stage

    Filter files on opportunities by sales stage.

    Checking this box will mean that only files that are mapped to the active sales stage for the opportunity is shown on the opportunity page.

    This allows you to show relevant files for a specific sales stage.

    E.g. brochures in the early stages and proposal templates in the later stages.

    Opportunity filter on product group

    Filter files on opportunities by product group.

    Checking this box will mean that the solution will identify the opportunity products and their product groups and only show files that are mapped to the same product groups.

    If you do not use opportunity products, do not check this box.  

    Opportunity filter on industry

    Filter files on opportunities by industry.

    Checking this box will mean that the solution will identify the opportunity accounts industry and only show files that are mapped to the same industry.

    This allows you to differentiate files on opportunities based on specific industries, e.g. content only relevant for manufacturing or retail.

    Only check this box if you actively map your content to specific industries and have mapped your accounts to specific industries as well.

    Persona filter on industry

    Persona’s will automatically be shown on contacts based on the contacts title.

    If you check this box the solution will also try to match the persona based on specific industries.

    This allows you to differentiate persona’s per industry.

     

     To configure the settings follow these steps:

    1. Setup
    2. Custom Metadata Types
    3. Manage records for SalesValue settings
    4. Edit SalesValue settings
    5. Edit the filter options
    6. Save

     

    Data migration

    Industry records and link to accounts

    SalesValue App introduces a new Industry record. If you have had an existing industry indication on your accounts, typically a picklist value set, you want to migrate this to the new SalesValue Industry record.

    To do this you can use the Salesforce Data Loader app. Read more about the data loader here:

    https://help.salesforce.com/articleView?id=data_loader.htm&type=5

    Steps to migrate existing records

    First you need to create all the new Industry records, so they match your existing records, e.g. the picklist. You can do this manually unless you have a lot of records.

    Then you need to do the following steps:

    1. Export all Industry records with Id and Name
    2. Export existing account records including the Id, Name and your old Industry field
    3. Put the 2 exported list into the same Excel sheet
    4. Update the Industry tab to have name in first column and Id in second column and update. Sort the Industry records by name
    5. In the accounts tab add a new column named, New Industry Id
    6. In this new column, make a lookup of the Industry id from the Industry tab that matches the old industry id
    7. Use data loader to update your account records with the new Industry Id. The field name will be “Industry__c” or “salesvalueapp__ Industry__c”

    If you are not familiar with the data loader and need help you are welcome to reach out to us on support@salesvalue.net and we are ready to help you.