How do I integrate RFP365 into Salesforce CRM?

If you have recently added the Salesforce integration to your annual subscription plan with us, here are the integration instructions to pass on to your Salesforce Administrator. 


Configuring Salesforce with RFP365:


This article describes the procedures to configure an integration between Salesforce and RFP365.
Note: Salesforce integration is an optional and additional feature for an account. If you are interested, please contact support so we can coordinate with your sales account team. 

The steps required to configure a Salesforce account
  1. If you don't have an account already, you'll need to have both a Salesforce CRM account and an RFP365 account.
  2. Contact your RFP365 account support team member to enable Salesforce in your account (additional fees may apply).
  3. Obtain an RFP365 Account ID, for use in Salesforce. This is a 36 character code
  4. Follow the instructions below to configure Salesforce using the Account ID provided by your RFP365 account team member.

Build a new Visualforce Page
As a Salesforce Admin, navigate to Setup -> Build -> Develop -> Visualforce Pages




Then create a new Visualforce page




Configure the Visualforce Page (Labels are suggestions. Any valid name can be used)
  • Label: RFP365_Opportunity_Container
  • Name: RFP365_Opportunity_Container
  • Description: Adds a section to the Opportunity record that will show RFP365 Proposal progress 




The code to paste in the Visualforce Markup editor is:
         
<apex:page standardController="Opportunity">
 <apex:iframesrc="https://my.rfp365.com/sf/pages/proposal?sessionID={!$Api.Session_ID}&serverUrl={!$Api.Partner_Server_URL_380}&salesforceOpportunityId={!opportunity.Id}&accountID=[Salesforce Account Id]&frame-referrer=force.com" scrolling="True"/>
</apex:page>
       
Where the [Salesforce Account Id] is the RFP365 provided a unique identifier.


Ensure the Version on the Version Settings tab is set to 38.0...and click Save.




Navigate to the Opportunity Page Layout(s) page




Edit the appropriate Page Layout




Drag a new 1-Column Section to the page, wherever you feel appropriate



Configure the Section Properties with a name. The checkbox for Detail Page should be checked, and the layout is 1-column.



Drag the RFP365_Opportunity Page Visualforce Page you created earlier into the RFP365 Section you just created.




Edit the Visualforce Page Properties to allow more visual space and to allow scrolling. 




Set the width and height for proper viewing.



Make sure to Click the Save button on the layout!



Then, navigate to an Opportunity and you should see the Integration!


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