Integrating with other products

Sync Opportunities with the Salesforce Add-in

The Salesforce Add-in eliminates the need to replicate multiple records across Salesforce and in HighQ, saving time and effort.
The Salesforce add-in allows you to create an account record in Salesforce that is automatically added to HighQ. Further changes in either Salesforce or HighQ are synced to the version in the other application.

Creating a new account record in Salesforce

Open your Salesforce instance and select the
Accounts
 tab. Click
New
 in the Recent Accounts section to create a record in Salesforce.
Enter basic information into the account name field.
Select the
record type
 for the account from the drop-down menu, then
Next
.
Click
Continue
 to proceed.
Fill in all mandatory fields (marked with a red line in the entry field) and all other known information about the new firm then click
Save
.

Creating an opportunity in Salesforce

Salesforce allows you to create an 'opportunity' for the new record.
Select the
Opportunities
 link on the account record card.
The page opens the
Opportunities
 section. Click
New Opportunity
 to add an opportunity.
Select the
Record Type of new record
 from the drop-down list.
For example, select a record type option from the list and click
Next
 to create a new opportunity.
In the
New Opportunity
 record, fill in all mandatory fields (marked with a red line in the entry field) and all other known information about the new opportunity.
Click the
Save
 button at the top of the page.
After you save the record, all information is automatically synced with HighQ and is available to view and edit in HighQ.

Editing the record in HighQ

All the information added in Salesforce - the account and the new opportunity for the account, is now available in HighQ. The transfer is automatic and requires no additional steps.
Open your HighQ instance and select the
iSheets
 module, then the Salesforce iSheet to view all synced opportunities. You can now edit and view these records in HighQ.
New records from Salesforce are visible at the bottom of the iSheets list.
The iSheet can be filtered and sorted as required.
To edit a synced record in HighQ, click the
More actions
 icon (triple dots) next to the record.
The
More actions
 menu allows you to view
Details
 of the record in a larger view,
Share
 the record with other colleagues,
Edit
 the record to make further changes,
Copy
 the record to make a duplicate, and
Delete
 the record if there are any issues with it.

Details

The
details
 option opens the record in a new window, providing full details of the newly created opportunity.

Share

Share
 a record with a colleague, so that they can view the item and add any additional information.

Edit

Edit
 allows you to make changes to the record.
When you select
Edit
 from the
More actions
 menu, a new window opens with details of the opportunity.
This form allows you to enter any remaining customer information, such as the
Business Unit
 and
Region
. The window includes the
Financials
 area, where you can add
Contract Value
 and
Addendums
. All the areas to fill in are optional in this example.

Uploading documents

The
Edit record
 window also allows you to upload and attach contracts and supplementary documents from a file location such as a shared drive. To upload a supporting document, select the
Browse
 button.
Navigate to the file, select it and click
Open
.
The document is scanned for viruses and uploaded. A green status bar shows when the upload is
Done
.
When you have filled in all required fields for the Opportunity and all supporting documents have been uploaded, click
Save
.
The new data is now available on the main iSheets page, along with any supporting documents. Further edits can be made in the same way.
The updated opportunity is automatically synced with Salesforce.

Copy

Copy
 allows you to duplicate a record. For example, you can duplicate a record that is similar to a desired record, then
Edit
 the new record to change the name and adjust values.

Delete

Select
Delete
 and then select
OK
 to remove a record from the iSheet.

Reviewing the record in Salesforce

To view all the changes made in HighQ, navigate to your Salesforce instance and refresh the page. Click on the account name of the updated account.
The Opportunities section shows an overview of the last edit.
The opportunity includes all changes, including attached supporting documents in the
Notes and Attachments
 section.

This article applies to:

  • Product: HighQ
  • Subject: Integration