☁️Connecting to Salesforce

Instructions for how to connect and configure the Salesforce integration with Useful

Description

Useful integrates with Salesforce to automatically sync and update MEDDICC data on your Opportunities. Before that can happen, your Salesforce administrator needs to connect your Salesforce account to Useful and add seven custom fields to Opportunities — one for each part of MEDDICC!

Overview of What You’ll Do

1. Connect your Salesforce account to Useful

2. Create each custom field on the Opportunity object (with the specified Field Label and API Name).

3. Set field-level security so the fields are visible and editable via the API so that Useful can add and update the MEDDICC data on every Opportunity.

4. Add the new fields to the Opportunity page layout (the Details section) so they appear in the UI for reps and sales leaders.

Step-by-Step Instructions

Connect Your Salesforce Account to Useful

1. Open the Useful Web App.

   1. Go to your company’s Useful account in a web browser.

   2. Log in with your user credentials.

2. Navigate to Settings.

   1. In the left-hand navigation panel, look for Settings and click on it.

3. Go to the Integrations Tab.

   1. At the top of the Settings page, you’ll see different tabs; select Integrations.

4. Initiate Salesforce Connection.

   1. Under Salesforce, click the Connect button.

   2. A pop-up or new window will appear prompting you to log in to Salesforce (if you’re not already).

5. Authorize Useful in Salesforce.

   1. Enter your Salesforce username and password (this must be an account with the necessary permissions to grant API access).

   2. Click Allow when asked to give Useful permission to read and write data in Salesforce.

6. Confirm Connection.

   1. You’ll be redirected back to Useful and should see the status indicating that Salesforce is now connected.

Note: If someone else at your company already connected Salesforce, you will see a message saying Salesforce is connected. In that case, you can skip this step unless you need to re-authorize or change which Salesforce instance is connected.

Once your Salesforce account is connected, proceed to create the seven custom MEDDICC fields (as detailed below) or confirm they already exist. With both the integration set up and the fields in place, Useful will automatically sync MEDDICC data to every Opportunity in Salesforce.

Go to Object Manager and Select Opportunity

1. Log in to Salesforce with an account that has System Administrator (or equivalent) permissions.

2. Click the Gear icon in the top-right corner and select Setup.

3. In the Setup page, type “Object Manager” into the Quick Find box (left sidebar), and select Object Manager.

4. Locate Opportunity in the list of objects and click on it.

Create Each Custom Field

1. Within the Opportunity object’s page, click Fields & Relationships in the left-hand menu.

2. Click the New button in the top-right corner.

3. Choose the Field Type "Long Text Area."

4. Click Next.

5. Enter the following details (as an example for one field):

   1. Field Label: Metrics_Useful

   2. Field Name (API Name): Metrics_Useful__c (Salesforce will typically append __c automatically if you set the Field Label to “Metrics_Useful”. You can confirm or adjust the API Name if needed.)

6. Click Next.

Set Field-Level Security (Ensuring API Visibility)

1. On Field page, select Set Field-Level Security.

2. On the field-level security page, select the Visible checkbox for profiles that need to see this field (e.g., System Administrator, Standard User if relevant).

3. Check Editable so that Useful (through the connected API user) can write to the field.

4. Click Next.

Note: By default, if the field is visible and editable in the profile of your integration user, it will be accessible via the API. Double-check that the user or profile connecting to Salesforce on behalf of Useful has the correct permissions.

Then repeat the same three steps--creating the field, setting the FLS, adding it to the layout--for the rest:

• Executive_Buyer_Useful__c

• Decision_Criteria_Useful__c

• Decision_Process_Useful__c

• Pain_Useful__c

• Champion_Useful__c

• Competition_Useful__c

Note: The pain field is for 'Implicate Pain' or "I" of MEDDICC.

Add the Field to the Page Layout

1. On the Add to page layouts step (which appears in the field creation wizard), ensure that the checkbox for your primary Opportunity Layout (or whichever layout you want to update) is checked.

2. Click Save.

You’ve now created a custom field and added it to the Opportunity page layout.

Verify the Fields in the Opportunity Page Layout (Optional Extra Check)

After creating and adding the fields, you can confirm their placement:

1. Still on the Opportunity object page, click Page Layouts in the left-hand menu.

2. Click on the Opportunity Layout you edited.

3. Scroll to the Opportunity Detail section. You should see your newly created fields. If not, drag and drop them from the top panel (where new fields are available) into the layout.

4. Click Save - don't forget!

Confirming You’re Ready for Useful Integration

1. Make sure that the API User (the user connecting from Useful into Salesforce) has the necessary profile or permission set with read/write access to these seven fields.

2. Once these fields exist and are accessible, Useful will automatically sync and populate them with the relevant data (e.g., MEDDICC updates from call intelligence).

FAQ / Common Questions

Q: Can I name the fields differently or change them later?

A: You can rename the field label in Salesforce, but it’s important that the API Name (with __c) remains unchanged if your external integrations (like Useful) rely on that exact name. If you must change the API Name, you’ll need to update your integration settings accordingly.

Q: What if I have multiple Opportunity page layouts?

A: Make sure you add the new fields to every page layout where you want them visible. Otherwise, users assigned to other layouts may not see the fields.

Q: How can I confirm the integration user sees these fields?

A: Log in as the integration user or check the user’s profile/permission set to ensure the Field-Level Security is set to Visible and Editable for these new fields.

Conclusion

By following these steps, you’ll create the necessary custom fields on the Opportunity object, ensure the fields are accessible via the Salesforce API for Useful’s data updates, and display them in the page layout so they appear in Salesforce for reps and sales leaders. This setup enables the automatic syncing of MEDDICC information from Useful to Salesforce, saving your teams time and ensuring data consistency across platforms.