We're tired of waiting. Below is the SUPER SECRET WAY to get the PI Integration for Salesforce. We're not going to sit around and wait for the AppExchange on the Salesforce side. Check out the installation instructions for a Salesforce Private App below:
Configure each solution separately
Yeah, you're getting in on the ground floor of the PI Integration for Salesforce. You will need to configure the Salesforce side and the Project Insight side separately from one another. We will also need to send you a link to get you started. Contact us via support or your account manager at Project Insight.
Project Insight Configuration
Visit the PI® Integration for Salesforce in Project Insight > Administration > Get Apps & Add Ons. Expand the selection by clicking anywhere in the bar.
This will take you to the "App Installed" layer. "Where to next?" you may ask yourself.
Configure: Takes you to the configuration page to start connecting your Salesforce solution to Project Insight - Click here!
Let's talk configuration settings:
Organization ID: This is your Salesforce Organization ID. You must use the 18 digit ID. This can be obtained by executing a query in Developer Console. "Your Name/Developer Console/Query Editor, enter 'SELECT Id from Organization', click Execute button". Be sure the "Use Tooling API" box is unchecked.
"Salesforce User Email Address" but Salesforce calls it 'Default User's Username': Create a user in Salesforce for Project Insight to log into Salesforce and make necessary updates. Per the Salesforce documentation: A user's username and email address do not have to be the same, but it has to be unique because Salesforce does not allow duplicate usernames. The username must be in the form of an email address (i.e. email@example.com), but does not have to be a valid email address.
"Salesforce Password" but Salesforce calls it 'Password/Token': This is created by Salesforce. Per the Salesforce documentation: End-users’ password. You must append the user’s security token to their password A security token is an automatically-generated key from Salesforce. For example, if a user's password is mypassword, and their security token is XXXXXXXXXX, then the value provided for this parameter must be mypasswordXXXXXXXXXX. For more information on security tokens see “Reset Your Security Token” in the [Salesforce] online help.
Default User: Which Project Insight user makes the Salesforce updates? We recommend using a "dedicated integration user" like "Salesforce User" but you can use an existing user. Using an existing user will create records as that user.
Default Folder: Where should we put new Salesforce projects?
Default Template: If we should use a specific template each time we build a project from Salesforce, choose that template here.
Is Target a Test Environment: This is important to let us know if you are connecting with a Salesforce Test Environment because ... "the integration will direct to a different endpoint." We'll take care of that part.
You can ignore the following buttons... please.
Integration Maps button: Mapping PI fields to Salesforce fields, but it's auto-configured.
Integration Logs button: The log of what has happened between Salesforce and PI.
That's if for the PI side!
Clearly, this article is a work in progress, so join us in the PI Integration for Salesforce Techy Manual for help with the Salesforce configuration.