In this article
Overview
This integration allows you to create a link between your opportunities in Salesforce and your projects in Birdview. Basic scenario: when an opportunity is won, a project is created in Birdview. If the opportunity properties are updated, the project will also be updated.
In addition, the integration allows you to create customers in Birdview based on accounts in Salesforce.
Scenarios
On the first screen, you can select which scenarios you want to add to your Birdview Automations account.
Connections
The next screen requires you to establish a connection to your Birdview account and your Salesforce account.
Salesforce connection
Create a connection for Salesforce. The application will ask for additional entities that you want to work with. Please leave this field blank, as default values is enough for the automation.
After that, you will need to enter your login details and give permission for our app to access. Select “Opportunity” for the object.
Birdview connection
Select a Birdview account that was added automatically when you started using Automations.
After that, you will need to enter your login details and give permission for our app to access. Select “Opportunity” for the object.
Select a Birdview account that was added automatically when you started using Automations.
Custom fields
On the next screen, you can see a set of custom fields that are involved in the automation.
The most important fields are those for storing the Birdview Project ID (opportunity) and the Birdview Customer ID (account). They are used to ensure the connection between the deal and the project, as well as the contact and the customer.
Create these fields in your Salesforce account:
- Custom field for Opportunity, of type Integer, for storing Birdview Project ID.
- Custom field for Accounts, of type Integer, for storing Birdview Customer ID
For reference: https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&type=5
You can name the fields anyway you want, in our example we will call them BV_ID.
Then select them on this screen in all scenarios you’ve installed. If you do not see them in the lists, click Refresh fields at the end of the dropdown list.
Now we’re ready to set up scenarios.
List of Scenarios
On the next screen, you can see 3 scenarios, but all of them are turned off and don’t work. To enable them, settings need to be updated first.
Scenario 1. When a deal is won in Salesforce, a new project is created in Birdview
Click to open the scenario settings.
On the next screen, you can see the scenario steps.
Scenario overview
As soon as a deal is won, the service checks whether there is a project in Birdview that corresponds to this deal. If there is no such project yet, it is created, and if there is, it is updated.
Set up project creation - Scenario Step 4
Click to open Step 4's settings.
At this step, you can set up field mapping when creating a project from a deal. If your account has any custom fields that are mandatory to fill, you need to select them at this step, otherwise the automation will not work.
Please do not remove the Project Billing field - it will not affect the project you created, but due to system limitations you need to save this field on each update.
It is important to remember the mapping, you will need it in the next steps.
Set up project creation - Step 6
Click to open the step's settings and set the same mapping as you set for the project update, except for Project ID.
That’s it. Return to the list of scenarios, clicking the link in the top left corner.
Scenario 2. When an opportunity is updated in Salesforce, the corresponding project in Birdview is updated
This script updates a project in Birdview when any opportunity fields in Salesforce change, such as amount, title, description, or any other.
Set up project update - Scenario Step 3
Open Step 3 Project Update's settings and set the same mapping as you set for the project creation. Please do not remove the Project Billing field - it will not affect the project you created, but due to system limitations you need to save this field on each update.
That’s it. Return to the list of scenarios, clicking the link in top left corner.
Scenario 3. Create a customer in Birdview based on Salesforce contact
Scenarios 3 syncs Salesforce contacts and customers in Birdview.
Set up customer creation - Scenario Step 2
Click to open the settings of Step 2 - Birdview: Create customer and set up a mapping of the fields as follows:
This having been done, return to the list of scenarios.
Now the scenarios are ready to be used.