Genie for Salesforce - Install and Configuration

Table of Contents

Introduction

The purpose of this documentation is to take you through the installation and configuration of the Genie for Salesforce app. 

Once you install the Genie for Salesforce package, you will need to:

  • Assign Permission Sets
  • Run the Genie Setup app
  • Edit page layouts

Since you may use custom fields in the Field Mapping sections of the Genie Setup app, we will show how to create custom fields and also how to Map Lead Fields for Lead conversion so that data on your custom Lead fields is carried over to the Contact record on Lead conversion. 

Next, there is a Duplicate Management sample showing you ways inside of Salesforce to prevent duplicate Salesforce records.

Install the Genie for Salesforce Package

To install the Genie for Salesforce app, you will need to install the Genie app from the AppExchange.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016mr2EAA

Follow the steps in this section to install the package into your Salesforce org.

  • Click “Get It Now” from the AppExchange listing

  • Enter your credentials to login to your Salesforce org
  • Choose one of the following User types based on your organization’s needs
    • Install for Admins Only
    • Install for All Users
    • Install for Specific Profiles
  • Click Install for All Users


  • Check “Yes, grant access to these third-party web sites” > Click Continue
  • Click Done when installation is complete

Assign Permission Sets

You may return to this step later to assign permission sets to your users when you are ready to start letting them use the app.

There are three permission sets included in this package: Genie Setup User, Genie Prospector User, and Genie Enhance User

  • The Genie Enhance User will be assigned to the users who need to access the Enhance by Genie component or Visualforce Page used to enrich their Salesforce data. 
  • The Genie Prospector User will be assigned to the users who need access to the Genie Prospecting tab where they will be able to build lists to import new Leads. 
  • The Genie Setup User will be assigned to the user who will be running the Genie Setup app so that they can configure Prospector and Enhance.  Typically this is the Salesforce admin for your organization.

Brief note on using custom fields (not a required step, and this doesn’t pertain to custom fields that were part of package):

  • If you are using custom fields on Contact, Lead or Account that you have created in your org and will be using in the mapping sections of Genie Setup, you will need to make sure your users have Read and Edit field permissions.
    • Search “Permission Sets” in the Quick Find
    • You will need to clone the Genie Enhance User and the Genie Prospector User permission sets in order to edit the Object Settings. To do that click Clone > Rename permission set, for example, “Genie Enhance User Clone” and “Genie Prospector User Clone” > And assign these cloned permission sets
    • If using custom fields for Prospector (Lead):
      • Go to Object Settings > Select Lead > Click Edit > In the Field Permission section, give Read and Edit access to your custom fields
    • If using custom fields for Enhance (Lead, Contact, Account):
      • Go to Object Settings > Select your {object} > Click Edit > In the Field Permission section, give Read and Edit access to your custom fields

Repeat these steps for each of the three permission sets in order to assign them to your Salesforce users:

  • Navigate to the Quick Find and search “Permission Sets” > Click the permission set

  • Click Manage Assignments

  • Click Add Assignments

  • Select the Users > Click Assign


  • Click Done


  • Repeat steps to assign the other two permission sets to their respective users

Run the Genie Setup App

  • Click the App Launcher

  • Select Genie Setup

  • To configure settings for Prospector so that your users can build lists to import new Leads, click Get Started 

  • The first part of Prospector Setup is System Connections where you will need to provide Email and Password to establish connection with Genie. If you need to create a new account, click Create New Account

Enter in First Name, Last Name, Company Name, Phone, Email and Password > Click Submit

  • Once your account has been created, click Next

  • The next step is Lead Field Mapping where you will determine how data coming from Genie is mapped to Lead object fields in Salesforce > Click Edit to review default mappings and add additional mappings

  • You will see a list of default mappings. You may also add and remove additional mappings, as well as use custom Salesforce fields that you create
    • You should also be sure to add these fields onto your page layout

  • When finished, click Save

  • Repeat this for each Database > Click Next when finished

  • Click Finish

  • To configure settings for Enhance, click Get Started

  • The first part of Enhance Setup is System Connections where you will need to provide your Enhance API Key to establish connection with Genie. If you need to create a new account, click Create New Account

  • If you are creating a new account, enter your First Name, Last Name, Email and Company Name > Click Submit

  • Click Next

  • The next step is the Contact Field Mapping where you will determine how data coming from Genie is mapped to object fields in Salesforce. The default fields have already been mapped for you

  • Click Add Mapping to add additional mappings
  • Click Next

  • Similarly, the next Field Mapping step is on Lead

  • The last Field Mapping step is on Account

  • Click Finish

  • You have now configured Prospector Setup and Enhance Setup and may return to Genie Setup at any time to update your configuration

Edit Page Layouts

The Enhance by Genie component may be added to your Contact, Lead and Account page layouts. There is also an Enhance Visualforce Page for each of these objects for Salesforce Classic users. This section will show you how to add the custom component to the Lightning Record Page for use in Lightning Experience and also how to add the Visualforce Page. 

Add the Genie Enhance Component for Lightning Experience

This section will show you how to add the Enhance by Genie custom component to the Lead Lightning Record Page. 

Important Note: You will then need to repeat these steps for Contact and Account objects if needed.

  • Navigate to a Lead record > Click the gear icon > Click Edit Page

  • Add the custom Enhance by Genie component onto the page > If on a Lead or Contact - Specify Record Type as “Person” or "Company" depending on who you market to.

  • If on an Account - Specify Record Type as “Company
  • Click Save

  • Click Activate

  • Or click Activation if your page has already been activated

  • Select your default preference (Org Default, App Default, or App, Record Type, and Profile)

  • Click Save


Add the Genie Enhance Visualforce Page for Salesforce Classic

This section will show you how to add the Genie Enhance Visualforce Page to your page layouts for Salesforce Classic. As an example, we will show you how to add the enhanceLead Visualforce Page to the Lead Layout. You will then need to repeat these steps for your Contact and Account Page Layouts.

  • Navigate to the Object Manager > Select Lead

  • Click Page Layouts > Select the Lead Layout or the default page layout of your choosing

  • Click Visualforce Pages and note the enhanceLead Visualforce Page

  • Add a Section onto your Page Layout to hold the Visualforce Page
  • Enter a Section Name - “Genie Enhance” > Select Detail Page > Select 1-Column > Click OK

  • Add the enhanceLead Visualforce Page to the "Genie Enhance” Section
  • Hover of the Visualforce Page and click the Properties icon

  • Set the height to 350 > Select Show scrollbars > Click OK


  • Click Save

Supplementary Configuration

Map Lead Fields for Lead Conversion

In the Field Mappings section of the Genie Setup app, you will be able to use custom Salesforce fields in your mappings. However, keep in mind that when converting Leads to Contacts, you will need to map your custom Lead fields to the corresponding Contact fields in order to make sure your data transfers to the Contact upon Lead conversion.

Reference the Salesforce resource below for more information on mapping custom Lead fields for Lead conversion: https://help.salesforce.com/articleView?id=customize_mapleads.htm&type=5

This section will show you an example of creating a custom field and then how to make sure that the data will get carried over from Lead to Contact on Lead conversion.

Create a custom field on Lead and Contact:

  • Click the Object Manager > Select Lead

  • Select Fields & Relationships > Click New

  • Select the Data Type for your custom field > Click Next]

  • Enter a Field Label and any required details based on the Field Type
  • Enter a Field Name
  • Enter a Description
  • Click Next

Repeat the steps above to create a custom field on Contact. This field will be used when you Map Lead Fields in the next section.

Map Lead Fields:

  • Click the Object Manager > Select Lead

  • Select Fields & Relationships > Click Map Lead Fields

  • Note your custom Lead field > Click the Contact tab
  • Select your corresponding custom Contact field to map to your custom Lead field
  • Click Save

Duplicate Management Sample

The purpose of the Duplicate Management sample is to show an example of how you may prevent duplicates in Salesforce by creating and activating a Matching Rule and Duplicate Rule. This sample will set up two rules that when the Salesforce User tries to create a Contact with a First Name, Last Name, and Mailing Street that matches another those fields on another Contact, they will be unable to do so. The fields specified above will be part of the Matching Rule, and are strictly for sample purposes as other fields may be used. This may also be created similarly for other objects as well. To take this a step further, we will use fuzzy matching on the Last Name.

For more information on Matching Rules reference this link:

https://help.salesforce.com/articleView?id=matching_rule_map_of_reference.htm&type=0

For more information on Duplicate Rules reference this link:

https://help.salesforce.com/articleView?id=duplicate_rules_map_of_reference.htm&type=0

Follow these steps to set up your Matching Rule:

  • Navigate to the Quick Find and search “Matching Rules” under Duplicate Management
  • Click New Rule

  • Select Object - Contact
  • Click Next

  • Configure your Matching Rule
    • Enter Rule Name - Custom Contact Matching Rule
    • Unique Name will automatically populate
    • Enter Description - Matches First Name, Last Name, Mailing Street

  • Specify your matching criteria
    • Field - First Name, Matching Method - Exact
    • Field - Last Name, Matching Method - Fuzzy: Last Name
    • Field - Mailing Street, Matching Method - Exact
  • Click Save

  • Click Activate

  • Click OK

Follow these steps to set up your Duplicate Rule:

Navigate to the Quick Find and search “Duplicate Rules” also under Duplicate Management

  • Click New Rule > Select Contact

  • Enter Rule Name - Custom Contact Duplicate Rule
  • Enter Description - Custom Contact Duplicate Rule
  • Specify Record-Level Security - Enforce sharing rules
  • Specify what happens when a user tries to save a duplicate record
    • Action On Create - Allow, Alert, Report
    • Action On Edit - Allow, Alert, Report

  • Define how duplicate records are identified
    • Compare Contact With - Contacts
    • Matching Rule - Custom Contact Matching Rule
  • Click Save

  • Click Activate


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