The Integrous Analytics Admin Console is your central hub for configuring and customizing the Integrous system in Salesforce for your business’s processes. Located within the Integrous Analytics App in Salesforce, the Admin Console provides powerful configuration options without requiring code or development resources.
Overview
The Admin Console empowers administrators to:
Configure Sales Journey stages and completion criteria
Manage data quality through correction and mapping tools
Customize field relationships and system behavior
Manage system logging
Prerequisites
Before accessing the Admin Console:
Ensure you have both the Integrous Admin and Integrous User permission sets assigned
Have System Administrator or equivalent permissions in Salesforce
More info about the Integrous Permission Sets
❗Important
The Admin Console is only accessible to users with the Integrous Admin permission set. However, administrators should have both permission sets assigned to ensure complete system functionality, including the ability to view reports and dashboards as end users would see them.
Accessing the Admin Console
Navigate to the Integrous Analytics App in Salesforce
Click on the "Admin Console" tab
Select the configuration area you need from the available tabs on the left
Configuration Areas
Each tab in the Admin Console serves a specific purpose:
Configure the criteria for stamping sales progression information that fuels funnel reporting
Sales Journey Completion Configuration
Configure the criteria for ‘completing’ sales journeys, which also determines Lead/Contact Reactivation Eligibility
Standard Object Field Settings
Configure settings in the Integrous system related to fields on standard objects like Leads, Contacts, and Opportunities
Creating Engagements from Tasks
Set up criteria for creating Engagement records from meaningful sales activities captured as Tasks
Pull data from related objects into Engagement records for enhanced reporting capabilities
Fix Attribution data issues from list uploads, URL mistakes, or legacy values while maintaining a complete audit trail
Transform raw attribution data into clean, hierarchical reporting values that align with your business terminology
Manage system log retention periods to optimize storage while maintaining troubleshooting capabilities
Control system triggers for troubleshooting or data migration scenarios (use with caution)
Need a refresher or introduction to the system?
Refer to the Quick-Start Guide for fundamentals.