Configure each solution separately
You will need to configure the Salesforce side and the Project Insight side separately from one another. We'll start here with the Project Insight Salesforce Add-on
Project Insight Configuration
Visit the PI® Integration for Salesforce in Project Insight > Administration > Get Add-ons. Expand the selection by clicking anywhere in the bar.
After clicking Install you will be prompted to Configure. If you click OK you can configure later without having to install again.
Configure: Takes you to the configuration page to start connecting your Salesforce solution to Project Insight.
Let's talk configuration settings:
Organization ID: Read carefully. This is your Salesforce Organization ID as 18 digits which is NOT the ID you will see if you go searching for it in your Salesforce interface. Use the Developer Console to get the correct 18-digit ID. "Setup > Developer Console > Query Editor [tab]"
Enter the following in the Query Editor section and click Execute. Be sure the "Use Tooling API" box which is right next to the Execute button is unchecked.
SELECT Id from Organization
Your 18-digit Organization ID will be in the Query Results.
Salesforce Default User's Username which Salesforce calls '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. firstname.lastname@example.org), but does not have to be a valid email address.
Salesforce Password/Token which Salesforce calls 'Password/Token': The token is created by Salesforce and this entry must include BOTH the user password and token as a single entry. Per the Salesforce documentation: A security token is an automatically-generated key from Salesforce. For example, if a user's password is mypassword, and their security token is mytoken, then the value provided for this parameter must be mypasswordmytoken. Personal Information while logged in as the user contains the Reset My Security Token option in the left navigation.
For more information on security tokens see “Reset My Security Token” in the [Salesforce] online help.
PI Default User is the Project Insight user who 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.
PI Default Project Folder will set the folder for all new projects created from Salesforce projects.
PI Default Project Template will use a specific template each time we build a project from Salesforce.
DefaultProjectTemplateId_RuntimeFieldName can be ignored. PI will use this with you for unusual special configuration requirements.
SF Target Test Environment is important 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.
Join us in the PI Integration for Salesforce Techy Manual for help with the Salesforce configuration.