Concept

Connectors allows Prospect Insight to sync with third party applications such as a CRM system, paid search platforms, or email marketing solution. Data can be passed back and forth between the two applications allowing a user to manage many formerly disparate marketing channels from within Prospect Insight interface.

 Setting up the salesforce.com Connector

1. Log into your salesforce.com administrator account and click on Setup. Click on Security Controls in the left navigation followed by Network Access. Enter the following three IP addresses that Prospect Insight will use when syncing with your salesforce.com account:
   
   
   • 67.228.168.139 to 67.228.168.141
   • 67.228.223.106 to 67.228.223.108
   • 75.126.225.164 to 75.126.225.164
2. Log into Prospect Insight. Click on the Administration in the left navigation and click Connectors in the resulting sub-navigation navigation.
3. Click on + Create new connector to add a salesforce.com connector.
4. Select salesforce.com from the list of vendors.
5. Enter a name for the connector that will only be used internally (i.e. "salesforce.com Prospect Insight Connector")
6. Enter your salesforce.com username and password. Note that if your salesforce.com password changes, it must be changed here as well to maintain the connection.
7. Click Create Connector to save the new connection.
8. Your salesforce.com connector will now appear in the table. Note that the status is marked as Not Verified. To ensure that you have properly set up the connector, click Verify Now. If Prospect Insight is able to successfully send and receive data to and from salesforce.com, the status will change to checkmark denoting a proper integration.
9. Download the Prospect Insight AppExchange composite application. Then run the installation wizard. This will automatically update your salesforce.com account with a custom application, custom tab, and three custom fields under leads and contacts: Prospect Insight Score, Prospect Insight Grade, and Prospect Insight URL. Once installed, you may need to customize your view to actually display these fields. This will ensure that your Sales Associates can seamlessly share information between the two programs. Download Now

Note that if your salesforce.com username or password changes, you will need to make the same change within Prospect Insight. 

Getting Custom Fields to Appear in Your salesforce.com

Installing the AppExchange application will setup the fields for you but not display them by default. To have the three Prospect Insight fields (Prospect Insight Score, Prospect Insight Grade, and Prospect Insight URL) display you will need to edit some of your salesforce.com setting.

1. Log in to salesforce.com.
2. Click Setup in the top navigation.
3. Click Customize in the resulting left navigation.
4. Click Leads to expand the navigational menu.
5. Click Page Layouts.
6. Click Edit.
7. Scroll to the bottom and select Create New Section.
8. In the pop window, Enter Pardot -- Prospect Insight for the name.
9. Select 2 (Double) for the number of columns and check the checkboxes for showing section heading. Click ok.
10. Drag all the Prospect Insight Fields into this section. These are Prospect Insight Score, Prospect Insight Grade, Prospect Insight URL, Prospect Insight Campaign, Prospect Insight Created Date.
11. Select Create New Section again.
12. Select 1 (Single) for the number of columns and uncheck the checkboxes for showing section heading. Click ok.
13. On the right, change the View to Custom S-Controls
14. Drag Prospect Insight Lead Activities into the new section
15. You may need to add more height to S-Control. To do this, click on the S-Control in your layout. Then click Edit Properties at the top of the page. Enter 390 for the height.
16. You can then Preview your new layout and Save it if you are satisfied with the changes.
17. This same step should be performed with the Contacts layout.

Setting your salesforce.com / Prospect Insight Single Sign-on

1. Log into Prospect Insight.
2. Click My Settings in the top right.
3. Verify that your CRM username is correct. If incorrect or absent, click Edit My User Information to change or add it. 

4. If your username is correct, click Verify after the name.

5. Enter your salesforce.com password when prompted and click Verify.
6. You will receive a message letting you know whether or not this was successful.
7. If successful, log into salesforce.com and click on the Prospect Insight tab. You should be able to go directly into the application without logging into Prospect Insight separately.
8. Each of your employees will need to perform these steps to utilize the single sign on.

Note that if your salesforce.com username or password changes, you will need to make the same change within Prospect Insight.

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