Prerequisite
Before going on Step 3, make sure you have define which data you want to map between the two softwares.
Salesforce administrators :
1. Widget installation (15 min)
1. Widget installation (15 min)
⚙️ Install and configure the widget (3 min)
⚙️ Install and configure the widget (3 min)
Go to the installation URL :
Trailblazer.me connection is on (= one account for all Salesforce destinations, such as AppExchange) ➡️
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GVJStUAP
Define for which users you want this application to be installed :
Our recommendation here is to install it for Admins Only or Specific Profiles if all admins cannot access to the widget configuration.
🗒️ Configure your page layout (3 min)
🗒️ Configure your page layout (3 min)
Once the installation is completed, define where you want the Tomorro component to be displayed.
You can add it on Opportunity, Account or Case pages.
Here, we will show how to install it for the Opportunity page, but you can follow the same step to add it to the Account page:
Go to Set up > Object Manager > Opportunity > Lighting Record Pages
Select the Page Layout you want to edit and click on "Edit".
On the Lighting App Builder, search for the Component "Tomorro - Create and track contract" and drag and drop it where you want it to be displayed in your page. Then click on "Save".
✔️ Check API Settings (3 min)
✔️ Check API Settings (3 min)
1 - Custom settings (Setup > Custom code > Custom settings)
At the "Default Organisation Level Value" check if
App url = https://app.tomorro.com
Api url = https://api.tomorro.com
If not : create a new one (always use green box and not red one) ⚠️
2 - Remote Site settings (Setup > Security > Remote site settings)
At the "Tomorro" line check if
Remote site url = https://api.tomorro.com
and not https://api.gotomorro.com ⚠️
3 - Admin users installing the widget
Make sure that admin users installing the widget have the "Approve Uninstalled Connected Apps" permission in their profile.
👨👩👧👧 Configure the permissions rights (3 min)
👨👩👧👧 Configure the permissions rights (3 min)
In order to enable people using Tomorro within Salesforce, you have to give them permissions.
For this go to the Setup page > Permissions sets
Tomorro Admin
Tomorro Admin
This permission set should be granted to any person that need to configure the Tomorro application within Salesforce.
Click on Tomorro Admin in the list of Permissions sets.
Then click on Manage Assignment > Add Assignment and select users who should access the Tomorro configuration.
Do not set up any expiration date.
Tomorro user
Tomorro user
This Permission Set should be granted to any user who should be able to create and generate projects on Tomorro from Salesforce.
🔌 Connect Salesforce from Tomorro (3 min)
🔌 Connect Salesforce from Tomorro (3 min)
Go on Tomorro and connect to Salesforce by using the green button.
Do not forget to check "use sandbow instance" if you want to connect to your Salesforce sandbox environement.
Tomorro admins & Salesforce Operations Specialist :
2. Triggers setup
2. Triggers setup
✍️ Setup manual generation
From the App Launcher, search for Tomorro Configuration.
3. Mapping setup
3. Mapping setup
Map smart fields
Connect on Tomorro > Integration page first tab > open the Salesforce integration page.
1st column : Tomorro smart field
You will find here all your Tomorro fields, you can select any field.
2nd column : Salesforce field
The data here needs to begin from the object you have plugged the widget (opportunity here). So the fields needs to looks like this : Object.APIName
Find the API names in Salesforce
In your Salesforce object.
In the Setup icon, select “Edit Object”
Go in the Second tab on the left “Fields and relationships”
Some examples :
Opportunity.Amount
Opportunity.Quote.Number
To make these verifications easier, we have implemented a feature that allows you to verify the mapping directly from the application and iterate more easily.
This feature is already available, and you can test it using the “Validate mapping” button added at the bottom of the mapping page.
It should help you quickly identify potential issues and validate the configuration as you update it.
Tips :
You can't map Salesforce checkbox type of field. So you can make an intermediate calculus field like "If check = YES If not = NO" And map the Yes/No field to a Tomorro dropdown field.
Map dynamic tables (only if needed)
⚠️ Prerequisite : Dynamic tables need to be setup on a template on Tomorro before
From the App Launcher, search for Tomorro Configuration.
Then Dynamic Object Mapping - Configuration
Click on new
Select your Tomorro’s dynamic table in
Tomorro’s Custom Object nameHere “Products”
Select the
Salesforce Parent Object NameWhere the flow is initiated in Salesforce
Select the
Salesforce Child Object NameWhich Salesforce item you want to map into Tomorro’s Dynamic Tables
Then map all the smart fields you want to map
Other settings (optional)
Other settings (optional)
From Salesforce to Tomorro : Synchronize contacts
From Salesforce to Tomorro : Synchronize contacts
Connect on Tomorro > Integration page second tab
For the process to be as swift as possible for your Sales team, you can map your Salesforce contact to your Tomorro ones.
You can map the participants and also the signatories (internal and counterparty for each fields)
Here is a mapping example to better understand:
Nb : "Salesforce role name" (4th field) need to be API name -> View details:
From Tomorro to Salesforce : Synchronize data
From Tomorro to Salesforce : Synchronize data
In order to set it up, you just have to go on Tomorro’s integration page third tab.
From Tomorro to Salesforce : Retrieve signed PDFs
From Tomorro to Salesforce : Retrieve signed PDFs
In order to set it up, you just have to go on Tomorro’s integration page third tab.
Keep track of Tomorro activity
Keep track of Tomorro activity
Step 1: Create a flow Setup > Flow > New Flow
Step 2: Configure the flow
Two platform events for Tomorro are available:
Tomorro ContractCreation: When a new contract is created from your Salesforce instance to Tomorro (either automatically with trigger or manually), you can set up actions in a flow.
Tomorro ContractCreationError: When a contract creation failed, you can set up another action. Automatic creation is now extendable.
Step 3: Add additional actions
You can add action as sending an email when a creation failed or update some other data in your Salesforce instance when the contract is successfully created.
Step 4: Save and activate your flow
Don’t forget to save and activate your flow. You can easily deactivate it whenever you need.
All users :
Connect your account
Connect your account
Disclaimers ⚠️ :
This step is mandatory only if you set up the manual generation
This step needs to be done by every single user (cannot be done at an admin level)
Tomorro : Getting your Tomorro API key
In order to connect your Tomorro account to Salesforce, you need to get your API key. Connect to Tomorro > Go to My account > Integration > Click "Manage integration" on the API banner
Then click on "Generate an API key" if you haven't generated one at the moment. And copy it.
Salesforce : Go to the page where the Tomorro widget is installed
For this, they need to go to the Opportunity page (or Case, Account if you have installed the application on these pages). All users should now see the Tomorro component on this page.
On Salesforce, paste the API key, and click "Start using Tomorro".
