1. You will receive an OAuth link via email allowing InsightSquared to access your data in Salesforce.com* through the API and build your reports. It.

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Presentation transcript:

1. You will receive an OAuth link via allowing InsightSquared to access your data in Salesforce.com* through the API and build your reports. It is important that the person clicking this link has administrator privileges. 2. Once reports are built (approximately 48 hours after authorization) SBI will work with InsightSquared via web conference to verify that the data was mapped correctly and reports are accurate. Someone from your team may be asked to participate on this 60 min call as well. 3. SBI will have access to the reports to analyze your business and provide recommendations. Once their evaluations is done, you may also request access to reports for up to a 1 week free trial. _______________________________________________________________________ *InsightSquared will only be accessing data in your Salesforce instance necessary to build sales and marketing reports. Actual entities to be accessed are listed below. _______________________________________________________________________ Working With InsightSquared

I got the error message “Salesforce.com says this user doesn’t have API access”…help! This happens when the person clicking the Oauth link doesn’t have the correct privileges set in Salesforce. Please check and be sure API access is enabled for the person who Oauthed the data pull, then try again. What is the name of the Connected App being used to login? InsightSquared How does InsightSquared impact our API calls? Very, very slightly. We use between th and th of your marketing automation software API pulls. Do you push info into our Salesforce? NO! InsightSquared will NEVER push any data into or change any data within your Salesforce. How do we (the client) get access to the reports? SBI will request access for whomever you’d like, and those users will receive an with login details. Does InsightSquared move data out of Salesforce for processing? InsightSquared processes your data and builds reports in our secure data warehouse in Chicago. What happens to our data after trial? Upon request, all data will be scrubbed after trial is complete. FAQ’s

Salesforce Entities Accessed Account Campaign CampaignMember Contact Event Note Opportunity OpportunityContactRole OpportunityHistory OpportunityStage Task User UserRole LeadStatus Lead RecordType LeadHistory Profile UserLicense PricebookEntry OpportunityLineItem OpportunityLineItemSchedule Product2 Pricebook2 DatedConversionRate CurrencyType Group GroupMember

InsightSquared information security Hosted in Steadfast’s Chicago datacenter, which has completed SSAE-16 audits to help assure proper methods and procedures to assure optimal security compliance. DATA CENTER PRIVACY PARTNER Privacy policy routinely audited and approved by TRUSTe, and we meet the US-EU Safe Harbor Privacy Principals. Privacy policy can be accessed at insightsquared.com/privacy Software successfully tested for vulnerabilities by Intuit’s Partner Program and the Salesforce App Exchange team.