SFDC Installation and Initial Configuration

Overview

We recommend that all users read the Quick-Start Guide for a thorough intro to the system.

Or if you just need a quick refresher, see the Core System Mechanics TL;DR.

This doc will cover:

• Quick Intro to the System For Admins

• Package Installation

• Permission Assignment

• Record Page Customization

• Picklist Configuration

• Field Label Customization

Quick Intro to the System For Admins

System Architecture Overview

The diagram above illustrates some of the key relationships between our core custom object and some of the standard objects.

For more information, see the Engagement Object Relationships section of the Quick-Start Guide.

System Components Overview

The Integrous Analytics package interacts with standard Salesforce objects and introduces several custom components:

Standard Object Enhancements

• Leads, Contacts, and Opportunities: Enhanced with Attribution Info and Sales Journey fields and trigger the creation of Engagements

• Opportunity Contact Roles: Trigger the creation of Engagements in some cases

• Campaign: Custom fields for Engagement record generation

• Campaign Members: Trigger the creation of Engagements when configured

• Task: Configurable criteria for Engagement record generation

Custom Components

• Integrous Analytics App: Centralized location for accessing Admin Console, dashboards, and related object tabs

• Admin Console: Configuration hub for Integrous Analytics in Salesforce

• Engagement Object: Core object storing attribution and sales progression data

• System Logs: Records of system operations for monitoring and troubleshooting

• Reports & Dashboards: Pre-built analytics for attribution and funnel performance

Field Categories

There are many important fields in the system. Here are a few of the key categories of fields:

• Attribution Info: Fields displaying cleaned attribution data

• Sales Journey: Fields capturing funnel progression milestones

• Processing Fields: Fields on Leads and Contacts for temporarily holding Engagement info as Engagements are created

• Raw Fields: Fields for holding uncleaned underlying data; used for setting attribution information and troubleshooting, but not in reporting. Inform the values in the ‘Reporting’ fields.

• Reporting Fields: Attribution fields used in reporting, derived from Raw fields, used in reporting

More info: Processing, RAW, and Reporting Fields

Package Installation

Salesforce Edition Compatibility

Integrous Analytics is designed to integrate seamlessly with Salesforce Sales Cloud and is compatible with the following Salesforce Editions:

• Salesforce Enterprise Edition

• Salesforce Unlimited Edition

• Salesforce Developer Edition

Prerequisites for Administrators

Before installing and configuring the package, ensure you have:

• Salesforce Administrator Knowledge: Familiarity with Salesforce administration concepts including object relationships, custom fields, record pages, and permission sets.

• Flow and Automation Expertise (Optional): While not required, experience with Salesforce Flow or other automation tools will be helpful for extending functionality.

Pre-Installation Steps

Complete these steps before beginning the installation:

• Verify that Campaigns are enabled in your Salesforce organization

• Assign the Marketing User permission to all users who will manage campaigns

• Confirm that relevant user profiles have permission to edit Campaigns

• Ensure Opportunity Contact Roles are enabled and properly configured

Installation Process

1. Log into your target Salesforce environment

2. Paste the installation link provided by Integrous Analytics after the '.com/' portion of your Salesforce URL

3. On the installation page, select "Install for Admins Only"

4. Check the box to authorize the installation

5. Click "Install"

6. On the next page, select “Yes, grant access to these third-party web sites” checkbox, then click “Continue”

   1. Note:  The above checkbox enables license provision by Integrous Analytics, as well as the data mapping functionality in Salesforce

Installation typically takes several minutes. You'll receive an email notification once it's complete.

Permission Assignment

The package includes two pre-configured permission sets:

Integrous Admin

• Provides complete access to all system functionality and configuration settings

• Includes access to raw attribution data

• Enables management of Sales Journey configuration, campaign settings, and feature activation

• Controls log retention and license retrieval capabilities

Integrous User

• Provides access to cleaned and formatted attribution data for reporting

• Restricts access to configuration settings and raw data

• Appropriate for end users who need to view and analyze attribution data

❗Important:

Assign administrators both permission sets to ensure complete access to all functionality.

License Activation

After installation and permission assignment, activate your license:

• Log in as an administrator (with Integrous Admin permission set)

• Open the App Launcher and locate the "Integrous Analytics" app

• Navigate to the "Integrous Admin Settings" tab

• In the License Management section, click "Refresh License Status"

• The page will reload, displaying all configuration settings and a success message

If you encounter any issues activating your license, contact Integrous Analytics support.

Record Page Customization

The package includes pre-configured Lightning Record Pages accessible through the Integrous Analytics app. If you are using Lightning Record Pages, you can incorporate additional components into your existing pages for standard objects like Leads, Contacts, and Opportunities.

Lead/Contact Record Pages

💡 Pro-Tip

To save implementation time, we recommend reading through this section before beginning configuration. If you’d like to add both fields from related Engagements AND related lists of Engagements, you can do these together in the same set of Lightning Record Page edits.  

Adding Attribution Quick Actions

❗Highly recommended step

We strongly recommend adding useful attribution and sales progression info to Leads and Contacts via their relationship to their most recent Activation Engagement record. We additionally recommend removing any legacy fields that contain similar information to avoid confusion and ensure everyone is aligned around the new system.

To add this attribution and sales progression info to Leads and Contacts:  

1. Navigate to the Lead or Contact object in Setup

2. Click ‘Lightning Record Pages’ > Edit your desired page

3. Drag & drop a Related Record component to the page

4. Configure the component:

   1. For Update Action, select "Attribution Info"

   2. Set Header Label to "Attribution Info"

5. Add a second Related Record component:

   1. For Update Action, select "Sales Journey"

   2. Set Header Label to "Sales Journey"

6. Save changes to the Lightning record page

Note: If you’re configuring a Lightning page for Marketing Admins, you can also expose uncleaned (raw) UTM data gathered for Contact or Lead. To do that, repeat steps 1-5 and select ‘UTM Tags’ action for step ‘4’, name the component ‘UTM Tags’.

Adding Related Lists

❗Highly recommended step

We additionally strongly recommend adding related lists of Engagements to Lead and Contact pages. This provides a critical history of Lead/Contact interactions.

To add Engagement Related Lists:

1. Navigate to the Lead or Contact object in Setup

2. Click Page Layouts > select the layout to modify

3. Click "Related Lists" at the top left

4. Drag "Engagements" to the Related Lists section

5. Save the layout

6. Click Lightning Record Pages > Edit your desired page

7. Add Dynamic Related List components:

   1. Configure one for "All Engagements"

   2. Configure another for "Activation Engagements"

8. Save changes to the Lightning record page

Opportunity Record Page

❗Highly recommended step

We strongly recommend adding useful attribution and sales progression info to Opportunity pages via their ‘Attribution Engagement’ relationship.

To add this attribution and sales progression info to Opportunities:

1. Navigate to the Opportunity object in Setup

2. Click Lightning Record Pages > Edit your desired page

3. Add Related Record components:

   1. One for "Attribution Info"

   2. One for "Sales Journey"

4. Save changes to the Lightning record page

Campaign Record Page

The Integrous Analytics system provides the ability to create Engagement records from Salesforce Campaigns. See the related help article for more information: Creating Engagements From Campaigns

In order to use this feature:

1. Navigate to the Campaign object in Setup

2. Click Lightning Record Pages > Edit your desired page

3. Add a Related Record component:

   1. For Update Action, select "Engagement Info"

   2. Set Header Label to "Engagement Info"

4. Add component visibility filtering:

   1. Scroll to Set Component Visibility section

   2. Click Add Filter > Advanced

   3. Select Permissions > Custom Permissions

   4. Choose "ViewAllEngagementFields"

5. Save changes to the Lightning record page

Note: The Campaign quick action is only available to users with ‘Integrous Admin’ permission set assigned.

Picklist Configuration

The Integrous System allows creating Engagements from Campaigns and Tasks. To use these features, two picklists need to be configured to ensure consistent data capture for easier reporting.

❗Important

Ensure that the values set in Engagement Medium and Engagement Type conform to your organization’s UTM Taxonomy.

Campaign Picklists

Before configuring Campaigns to create Engagements:

1. Navigate to Setup → Object Manager → Campaign

2. Click Fields & Relationships → Engagement Medium

3. Scroll down to the Values section and click New

4. Add necessary picklist values for your organization

5. Click Save

Repeat these steps for the Engagement Type field.

More info: Creating Engagements from Campaigns

Task Config

Before configuring Tasks to create Engagements:

1. Navigate to Setup → Object Manager → Sales Activity Config

2. Click Fields & Relationships → Engagement Medium

3. Scroll down to the Values section and click New

4. Add necessary picklist values for your organization

5. Click Save

Repeat these steps for the Engagement Type field.

More info: Creating Engagements from Tasks

Field Label Customization

Sales progression is one of the core types of information captured in the Integrous Analytics system, enabling reporting on funnel milestones such as lead routed/working, opportunity/pipeline creation, and win (more info). These milestones are tracked using date and owner fields.

Our system uses generic sales stage names by default; however, some customers prefer to use their internal terminology.

For example, you might prefer:

While these can’t be edited directly, you can override them using Salesforce’s Translation Workbench.

This allows you to customize how field names appear on records and in reporting (e.g., change Stage 2 Date to MQL Date), though it does not change the underlying field API names.

Note: This is an optional customization and does not affect how the system processes data or tracks sales stages. It only changes how field names appear to users.

To learn more, see the Customizing Field Labels article for step-by-step instructions.

Resources

• Quick-Start Guide

• Customer System Prerequisites

• Configuration Decisions

• How-To Guides

• Admin Console Guides