Getting started with the Rocketlane Salesforce Integration

Created by Niharika Pandey, Modified on Wed, 02 Nov 2022 at 03:46 PM by Niharika Pandey

The Rocketlane Salesforce integration allows you to automatically create projects and sync data seamlessly between Salesforce and Rocketlane. 


The integration helps with streamlining your sales to onboarding handoff. It improves communication and visibility between your sales and onboarding teams by keeping all necessary information such as sales notes, project status, estimated completion date in sync.

Characteristics:


  • Any and all objects (including custom objects) can be selected to enable auto- project creation and field sync.

  • Field-sync will only be available for the object which is used in the automation rule to check for triggers and conditions.

  • Field-sync for the selected object and any immediate linked object's field data can be synced. Further linked objects farther away from the selected objects will not be available for field sync.



Points to note

  • The integration can be tested via Sandbox prior to connecting to Production. 

  • The integration creates AppEx classes for the triggers and data sync.

  • The integration is not a managed package. Salesforce Enterprise is required.



List of default input fields


FieldType
Status

Picklist (Single)


 

Values:

Cancelled

Blocked

Proposed

In Planning

To be Staffed

In progress

Completed


 

(The above are default values. However, additional custom values can be added.)

Start DateDate
Due DateDate
Annualized Recurring RevenueNumber
Project FeeNumber
Project OwnerEmail

 

 

 

Apart from default fields, custom project fields can be added. List of types:

  1. Text
  2. Multiline Text
  3. Number
  4. Yes/No
  5. Date
  6. Single Choice (Single choice picklist)
  7. Multiple Choice (Multiple choice picklist)
  8. Single User
  9. Multiple User

We also have auto-calculated fields (metrics) that can be sent to fields in SFDC. These fields cannot be edited by users. This is the list:

 

FieldType
Blocked MilestonesNumber
Blocked TasksNumber
Completed MilestonesNumber
Completed TasksNumber
Current Phase NamesText
Last Current PhaseText
Last Completed Phase NameText
In Progress MilestonesNumber
In Progress TasksNumber
Todo TasksNumber
Total TasksNumber
Todo MilestonesNumber
Total MilestonesNumber
Progress PercentAlphanumeric
project URLAlphanumeric
ProjectBudgetedHoursNumber
ProjectTrackedHoursNumber

 

Common data fetched from Salesforce:


  • Company Name
  • Company Size (SMB/MM/Enterprise) 
  • Service Type (If you charge for services) 
  • Subscription (Plan/Bundle, etc.) 
  • Opportunity Value/Amount/ARR 
  • CSM/IC (Project Owner)
  • AE/AM
  • Exec Sponsor
  • Location/Region
  • Contract Start/End Dates
  • Industry
  • ID (Object ID)


Common data fetched from Rocketlane:

  • Project Name
  • Project Owner
  • Health Notes
  • No. of Tasks in each status (blocked tasks, completed tasks, todo tasks, etc)
  • No. of Milestones in each status
  • Active Phases
  • Latest Active Phase
  • Placeholder Assignments (Selecting role-based owners for Project tasks)
  • Tracked project hours
  • Phase metrics
  • Overall milestone rating
  • Last milestone rating

 

Important points to note


Custom profile permissions required for an 'Integration User' profile*:

  • System Permissions: Manage Custom Permissions, Customize Application, API enabled, Modify Metadata Through Metadata API Functions, View Setup and Configuration, View Roles and Role Hierarchy, Author Apex

  • Apex Class access: Needs access to anything starting with 'RL' or 'TestRL' [Note that Apex classes get added with every additional field sync - Should automatically get added to the custom profile]

  • Object Settings (and field access): Access levels are required depending on how you have decided to set things up in your Salesforce environment.

*Optional: If the 'System Admin' profile isn't being used. 

 

Field mapping


Every time a new field is added, a few new pieces of code get added into SFDC by the integration user. Check Deployment Status under SFDC setup to ensure components have been successfully installed before testing (few seconds to a few minutes); otherwise, field sync tests will fail and so will automation. 

 


List of APIs we invoke

  • get Oauth user-info
     GET /services/oauth2/userinfo

  • sObject APIs
     GET /services/data/v52.0/sobjects GET /services/data/v52.0/sobjects/${sObjectType}/describe GET /services/data/v52.0/sobjects/${sObjectType}/${sObjectId} PATCH /services/data/v52.0/sobjects/${sObjectType}/${sObjectId}

  • RemoteSite APIs
     POST /services/data/v52.0/tooling/sobjects/RemoteProxy PATCH /services/data/v52.0/tooling/sobjects/RemoteProxy/${remoteSiteId}

  • ApexClass APIs
     
    POST /services/data/v52.0/metadata/deployRequest








Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.


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