We would happily assist your organization in completing the following steps if you email: info@zebrafi.com

Create Connected App

In Salesforce, Create Connected App

Setup> App Setup>Create>Apps> Connected Apps Section> New (copy and paste the following fields)

Connected App Name

SellingToZebras Z3

API Name

SellingToZebras_Z3

Contact Email

info@zebrafi.com

Contact Phone

Logo Image URL

https://sellingtozebras--c.na6.content.force.com/servlet/servlet.ImageServer?id=01580000001tsLN&oid=00D80000000K6Cw

Enable OAuth Settings

Enable for Device Flow
Callback URL		https://app.sellingtozebras.com/salesforce_auth_code

Web App Settings

Start URL		https://sellingtozebras.us-west-2.elasticbeanstalk.com/
Enable SAML

Mobile App Settings

Mobile Start URL		https://sellingtozebras.us-west-2.elasticbeanstalk.com/
PIN Protect

Manage Permissions for connected app

Setup> App Setup>Create>Apps> Connected Apps Section> SellingToZebras Z3>Manage
Permitted Users: should be all users
IP Relaxation: should be relaxed
Permit the application: Access and manage data & Perform request on your behalf
OAuth should be enabled. Only if enabled will it be shown below.
Refresh Token Policy: should be valid until revoked.

Verify Callback URL: https://app.sellingtozebras.com/salesforce_auth_code
Get Consumer Key and Consumer Secret

Setup> App Setup>Create>Apps> Connected Apps Section> SellingToZebras Z3>(Click on Connected App Name)
Copy Consumer Key and Consumer Secret

Insert Consumer Key and Consumer Secret into Zebrafi

Admin>Integration Mapping>Salesforce Data

Install Salesforce Package (unmanaged)

The package will allow syncing between Salesforce and Zebrafi.

Install the unmanaged package (V4.0) by following this link

Package Summary
Resources (6)

Code(1)

Workflow(6)

Fields (24)

Configure Outbound Message User

In Salesforce go to Setup> Process Automation>Workflow Actions>Outbound Messages

Click Edit for each outbound message and in the field User to Send as make sure the user will remain active

Verify Remote Sites

In Setup go To Navigate Security> Remote Site Settings

The following three remote sites should be visible:

STZ_Account_ws > https://account-ws.sellingtozebras.com

STZ_Contact_ws > https://contact-ws.sellingtozebras.com

STZ_Opportunity_ws > https://opportunity-ws.sellingtozebras.com

Open in Zebrafi Formula Field

App Setup>Opportunities>Fields>Opportunity Custom Fields & Relationships>New

Choose field Type: formula
Enter Field Label: Open In Zebrafi, Check External ID, Set length to 25

IF(ISBLANK(stz_opportunity_id__c), 
HYPERLINK("https://app.sellingtozebras.com/#/home","Zebrafi Home","_blank"), 
HYPERLINK("https://app.sellingtozebras.com/#/opportunity/"&stz_opportunity_id__c,"Zebrafi Opportunity","_blank") 
)

Visibility: set to visible and read only
Add to page layouts so its visible to your users

Lightning Layout for Opportunity

This is the layout we recommend and instructions on how to configure

Part 1: Create Quick Action

Go to Setup>Object Manager>Opportunity>Buttons, Links and Actions

Click New Action

Action Type Update a Record

Standard Label Type None

Label Zebra Score

Name ZebraScore

Click on the Name of your Quick Action

Click Edit Layout and add the following custom fields to the layout

Search and add Organization Profile

Search and add Operations

Search and add Access To Power

Search and add Funding

Search and add ROI/Value/TCO

Search and add Technology

Search and add Service

In the second column

Search and add Zebra Score Changed

Search and add Total Zebra Score

Search and add Open In Zebrafi

Click Save

Part 2: Edit or Create a Lightning Record Page

Click Edit on the Opportunity lightning record page

If your page layout doesn’t have the Tabs lightning component, in the Component Search Box enter “Tabs” Add the Tabs Lightning Component to the page layout

Once Added, on the right Add a tab and name your new tab Zebra Score

Add the Related Record Lightning Component from the left menu to the Zebra Score Tab,

Enter Header Label Zebra Score

The Update Action is Zebra Opportunity Score

The Create Action is New Opportunity

Click Save/Activate.

Add a new Tab Group below the Related Record Section

Add tabs with the following names:

Organization Profile

Operations

Access To Power

Funding

ROI/Value/TCO

Technology

Service

Add Rich Text component to each tab

Insert the Score Descriptions from Zebrafi into the rich text area. Ask your Zebrafi Administrator for guidance here.

Adjust Stages (Optional)

To preserve your current dashboards and reports don’t just add stages, replace your old stages with new ones.
Here are the stages we recommend, but you can adapt these to your business.

Note: You must add new stages first, Then use the replace instructions below

Add or change an Opportunity stage

Click Setup.
Under "App Setup," click Customize | Opportunity | Fields.
Click "Stage" field label.
Click 'New' to add a new stage. Click 'Edit' next to the stage for which you would like to change the probability or type of forecast category.
For new Opportunity stage values, select the Sales Process you want associated.

You'll only have this option if your organization has multiple Sales Processes (available in Enterprise Edition and above).

Click "Save".

To replace (update) an existing Opportunity Stage value with the new one you have created, you can click the "Replace" button. Enter the existing Stage name in the Exact Value Changing From field and then choose the new value you created in the Select Value Changing To picklist. This will replace all existing values on your Opportunity records with the new picklist value you created.

Delete an opportunity stage

Click Setup.
Under "Build" click Customize | Opportunity | Fields.
Click on the Stage field name.
Click Del next to the pick list value.
Select the appropriate stage from the drop down that all opportunities with the current stage will be replaced with. If an opportunity stage is deleted and is not replaced with an existing value, it will be moved to the list of inactive stages.

NOTE: On existing opportunities if the value is not replaced by another existing value, the value will not be changed.

Articles in this section

Salesforce Setup Instructions (Admin)