Rocketlane is now available on the Salesforce AppExchange and this article will guide you through the process of installing the Salesforce managed package into your account.
In this article
- What does this integration mean for you?
- Integrate and Install rocketlane for salesforce
- Setting up Apex triggers in Salesforce
What does this integration mean for you?
Using the Salesforce managed packages for Rocketlane, you can now securely,
Create projects from your CRM with ease on any updates on your preferred salesforce objects, such as an opportunity being marked closed won.
Synchronizes Salesforce object fields with Rocketlane project fields, ensuring data parity between the two systems.
Stay updated with your clients' needs, bridging communication gaps that may arise from a lack of context.
To connect your Salesforce account with Rocketlane, ensure that the user whose credentials you are using to connect the accounts has the required permissions enabled.
Permissions required for a salesforce user to authenticate rocketlane integration
To ensure that the integration between rocketlane and salesforce works as expected, you need to enable certain permissions in your Salesforce account.
Here are the steps to follow:
1. Go to Home > Administration > Users > Permission sets.
2. Create a new set or edit an existing one
3. Search for the following permissions and enable them:
System Permissions -> Api Enabled
System Permissions -> Apex REST Services
System Permissions -> Modify Metadata Through Metadata API Functions
System Permissions -> Customize Application
Apex Class Access -> rocketlane.RlIntegrationAuthApi, rocketlane.RlIntegrationConfigApi (Please note that these classes become accessible only after the successful installation of Rocketlane in salesforce)
All the above permissions should be allowed in the permission set and mapped to the user whose credentials are to be used for integration.
To assign a permission set to a user in Salesforce, follow these steps:
Click the user who you want to assign the permission set to.
In the Permission Set Assignments related list, select Edit Assignments
Add the permission set to the user
Once the permissions are enabled for the user whose credentials are used to integrate the salesforce and Rocketlane accounts, you can start the integration process.
Integrate and Install rocketlane for salesforce
To connect your Salesforce account to Rocketlane, follow these steps:
Log in to your Rocketlane account.
Navigate to your avatar and select "Settings".
In the "Accounts" section, go to "Integrations" and select "Salesforce".
Under "Settings", click the "Log into production" button.
Login using the Salesforce user with the required permissions mentioned above.
Once the accounts are connected, you need to install the Rocketlane Managed Package in your Salesforce organization that you connected to Rocketlane
Return to the Salesforce settings page in Rocketlane.
Under "Install Rocketlane App," click the "Go to Salesforce" button. You will be redirected to the Rocketlane installation page in Appexchange.
Click the "Get it Now" button
Reach out to us at care@rocketlane.com to get the authentication key and add the key to install Rocketlane
Choose the salesforce account and install
Approve third party access and press continue
Accept the terms and conditions and click confirm and install package
Return to the Salesforce settings page in Rocketlane and look for a “Installed successfully” text in green.
This indicates that you have successfully integrated both accounts.
Verify installation in Salesforce
To double-check the installation of the Rocketlane app, follow the steps below:
For Lightning version:
Click on the app launcher icon and search for Rocketlane.
Click the Rocketlane app and view the Rocketlane account you connected to Salesforce.
For Classic version:
Click on the app menu on the top right corner of your Salesforce page.
From the drop-down menu, select "App Launcher" and search for the Rocketlane app.
Note: If the app is still not not enlisted after installing the managed package, please reach out to care@rocketlane.com
Setting up Apex triggers in Salesforce
The Rocketlane-Salesforce integration needs events from Salesforce to be sent to Rocketlane when certain events happen in the Salesforce org (for eg, if there is a automation configured to trigger when an Opportunity stage becomes closed, that has to be sent as an event to Rocketlane for processing).
To achieve this, Apex Triggers need to be created in the Salesforce organization, which will be responsible for sending this event.
There are two ways to set up Apex triggers in Salesforce:
Automatic: To automate the deployment of Apex triggers in Salesforce, you need to grant the "Author Apex" permission to the user whose credentials are used to integrate your Rocketlane and Salesforce accounts. This enables Rocketlane to manage the creation/updating of the required Apex triggers.
Manual: To manually deploy Apex triggers in Salesforce, you first need to create the required Apex Trigger in your Salesforce account and then obtain the code from us and add it to the Apex trigger. You can obtain the code from us by sending an email to care@rocketlane.com
Here is a sample Apex trigger for opportunity.
trigger RocketlaneSampleOpportunityTrigger on Opportunity (after insert, after update, after delete, after undelete) {
try {
Integer integrationId = <integrationId>;
SObjectType sObjectType = Opportunity.sObjectType;
rocketlane.RlSystemTriggerContext triggerContext = new rocketlane.RlSystemTriggerContext();
rocketlane.RlTriggerHandler.pushToRocketlane(integrationId, sObjectType, triggerContext);
}
catch(Exception e) {
System.debug('Exception when processing trigger: ' + e.getMessage());
System.debug(e.getStackTraceString());
}
}
Here, you need to update the placeholder “integrationId.” and to do so,
Navigate to the Salesforce integration settings page in Rocketlane
Search and obtain the Id from the URL on the address bar
Replace this obtained Id on the apex trigger.
Note: For reference field mappings (eg. Opportunity.Account.Name), triggers need to be created for the reference field types also. (Account trigger in this example)
To learn more about field mapping and automations in Salesforce integration, click here.