Connection Information

Connection Information synchronizes changes to created documents and projects data to Salesforce.com without the operation being initiated from Salesforce.com. This means that the Upland Qvidian Server must be able to connect to Salesforce.com directly to make the changes.

Search

  • To search for a connection, enter text into the search box at the top right of the grid, and click or Enter.
  • To re-display all connections in the grid, delete the entire entry in the box by clicking the X.

Filter the grid

Use the advanced filters to display specific connections quickly on the grid.

  1. Hover over the column header until you see the Filter Filter icon icon appear.

  2. Click the Filter Filter icon icon to display the following dialog to set filtering parameters:

    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
    • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
    • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  3. Click Apply.

    4. Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

Sort columns

  • To sort columns chronologically or alphabetically, click the column header name. The records will display in ascending order.
  • To switch from ascending to descending order, click the selected column header name again.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

Default v Compact column mode

You can switch between the default and compact column modes. Unless updated, the grid will remain in default mode. Compact mode shortens the height of the grid rows.

  • To switch between the modes, go to My Preferences within the header Profile menu and select the Default and/or Compact radio buttons.

Add a Salesforce Connection

  1. Go to Administration > Salesforce > Connection Information.
  2. Click Create Connection. The Connection Info tab on the "Create Salesforce Connection" dialog displays.
  3. Enter the Salesforce Instance ID. This must match the Instance ID value configured in the Qvidian Proposal Automation Settings object in the Managed package (see Configure Upland Qvidian Integration Package in Salesforce). This field uniquely identifies the Salesforce instance to be updated when multiple Salesforce instances are integrated with a single Upland Qvidian instance.
  4. (Optional) Select the Always Use checkbox to indicate that the API account should be used to pull all necessary data from Salesforce. If selected, all communication between Upland Qvidian and Salesforce will be performed as this Salesforce user. If the checkbox is clear, only updates to the Qvidian Documents Custom Object will be performed by this user.

    5. Note: The Always Use checkbox must be checked if the SessionID is not being passed in from Salesforce and/or if you are mapping related list objects. Do not select the Always Use checkbox if you have multiple Salesforce instances connected to Qvidian.

  5. (Optional) If you are using Upland Qvidian Analytics and need to pull Salesforce information into Upland Qvidian Created Documents, select the Daily sync checkbox. This will schedule a pull of fixed project related data for projects active with the last n days.

  6. Enter a number in the Sync documents active in last n days field. This is the number of days a project must have been active in order to pull the fixed project information.

    • If you are using Analytics, enter how frequently, in number of days, you would like information pulled for active documents. The minimum value is 7 and the max is 1095.
    • If you are not using Analytics, enter 7.

    Note The fields pulled from Salesforce include:

    Upland Qvidian Field SF Field

    ProjectValue

    CloseProbability

    CloseDate

    Amount

    Probability

    CloseDate

  7. Choose your Target Platform:
    • Production: Select this option if you are in production mode.
    • Sandbox: Select this option if you are in testing or evaluation mode.
    • Custom: Select this option if you are using a custom platform and enter the corresponding Custom URL.

      • Note: IP addresses that correspond to the desired environment must be whitelisted in Salesforce.com even with appending the security token included with the password used for the Salesforce.com connection.

  8. Choose your Authentication Type: 
    • OAuth: This authentication method is considered to be more secure. By default, only the OAuth authentication type is enabled. For this authentication mechanism, you must create a Connected App and supply a security certificate for that Connected App.

        Caution: Before entering any OAuth authentication information, you must first create your SFDC connected app. For instructions on how to create a connected app, see the "Create a Salesforce Connected App" within theConfigure Upland Qvidian Integration Package in Salesforce topic and https://trailhead.salesforce.com/en/content/learn/projects/build-a-connected-app-for-api-integration. For more information on the OAuth method being supported for the Upland Qvidian/Salesforce integration, see https://help.salesforce.com/articleView?id=remoteaccess_oauth_jwt_flow.htm&type=5.

      1. Enter your OAuth Connected App Username. This is the API username that has access to the connected app.
      2. Enter your OAuth Client ID. Copy/paste the "Consumer Key" from the connected app.
      3. Enter the OAuth Endpoint URL. Depending on which instance you intend on using, you would enter one of the following: 
        4. InstanceURL
        Productionhttps://login.salesforce.com
        Sandboxhttps://test.salesforce.com
        CustomAs appropriate
      4. Click Upload x509 certificate to upload your certificate. This will be the non-password protected copy of the server certificate file that was uploaded to the Salesforce connected app.
    • Credentials: For this authentication mechanism, you must supply a Salesforce username and password that has "Full" access to the QPA managed package objects and "Read" access to any Salesforce objects, which may be used for merge code mapping or related lists (structured content). By default, only the OAuth authentication type is enabled. Contact your Customer Success Manager to enable the Connection Info authentication type.
      1. Enter the Username of the individual that has a Salesforce user account with full privilege to the Qvidian Documents Custom Object, in the Username field.
      2. Enter the Password and Confirm Password for the aforementioned Salesforce user with the Salesforce Security token appended to it.
  9. (Optional) If you are using Salesforce Custom Objects, select the Custom Objects tab. Salesforce Custom Objects will be populated here, including any Standard Objects that were previously not supported prior to Managed Package version 1.12 (e.g. Case, Campaign, Contract, etc).

    10. Note: If you would prefer to create the custom object fields and buttons manually rather than granting these additional privileges to the Qvidian integration user account, please see Add QPA Integration Components.

  10. Click the Custom Objects tab, to choose the Custom and/or Standard Objects you would like to be integrated with Qvidian by selecting the corresponding checkbox. All selections will appear at the top of the list.

    11. Note: The custom objects that are selected here controls the list of custom objects that are exposed to the API and therefore available for selection in the Doc Type Mapping custom objects dropdown menu.

  11. (Optional) Click Test to test the connection. Upland Qvidian attempts a Salesforce.com log in and the Test (resource) dialog displays confirming either a successful or failed log in.
  12. Click Save or Cancel to close without saving changes.

Edit Connection Information

  1. Go to Administration > Salesforce > Connection Information.
  2. Use one of the following methods: 
    • Hover over the connection you would like to edit and click the Edit Edit icon icon. The "Integration Connection Properties" dialog displays.
    • Select the checkbox of the desired checkbox, click the More Options menu at the top of the grid, and select Edit Properties from the dropdown menu. The "Integration Connection Properties" dialog displays.
    • Double-click the row of the desired connection. The "Integration Connection Properties" dialog displays.
  3. Edit the information as desired.

Delete Connection Information

  • To delete a single connection: Hover over the desired row and click the Delete Delete icon icon. You are prompted to confirm the deletion.
  • To delete multiple connections: Select the desired connection checkboxes, click the More Options menu at the top of the page, and select Delete. You are prompted to confirm the deletion.
  • To delete all connections: Select the checkbox at the top of the grid column, click the More Options menu at the top of the page, and select Delete. You are prompted to confirm the deletion.