Things to Know

ON24 has a Salesforce App built on the Salesforce Lightning framework. The App allows you to embed the ON24 Prospect Engagement Profile (PEP) as a Lightning component for your Contacts and Leads, and also pass over the Engagement Level and Business Interests details from the PEP for individuals who interact with ON24.

Included with the App are reports and dashboards to help you measure the impact of ON24 experiences. The reports and dashboard can be customized after installation to filter Contact, Campaign, and Opportunity details specific to your Salesforce instance and give you better insight into how ON24 is influencing your pipeline.

Timing & Backfills

Implementation Timing

To install the Salesforce app and perform a backfill to populate the PEP component will take 30 min to an hour. However, the timing on that will vary according to your resources’ availability.

Backfills

You can run a backfill in the Salesforce PEP Component App by following the PEP backfill instructions below.

• Log into Salesforce
• Press the 9 dot icon
• Select ON24 Connector
• Go to Settings.
• You should see an image similar to the one below.
• Fill in the Synchronize Historical Data section
• Backfills can be ran in batches of 3 months, and can go back up to 2 years

If asked to re-enter the Access Token, Secret Token, and Client Id, then obtain that information from your API Dashboard. Your Client id is unique to your account. 

FAQs

Who can use the Salesforce Pep app?

Any customer who uses Salesforce Sales Cloud.

Does the Salesforce PEP Component App solution support customers using the ON24 EU data center?

Yes

Do we need to create any custom fields for prior to installing the PEP Component App?

No, installing the app will create all components offered for you.

Why am I seeing contact and lead records with blank profiles?

• If the contact or lead hasn't attended a webinar for at least one minute, they will not have a profile.
• The app syncs the Prospect Engagement Profile with the leads and contacts using their email address.  However, the app cannot resolve when there are duplicate emails, so none of the contacts or leads that have duplicates will contain a profile.

Why am I seeing an error within the PEP visualforce page?

• If you are experiencing errors in the PEP visualforce page, this could mean a number of things.  First check that the API Access Token is still active and the individual's Platform User in ON24 Elite is still active.  The API Access Token is linked to the email address of the Platform User who create the token, so when their user is removed, the API Access Token becomes invalid.
• If the Access Token is still valid, Contact Support to open a ticket.

Prerequisites

Salesforce Lightning and API Credentials 

The ON24 Connector App was created for use with Salesforce Lightning. The App uses the ON24 REST API and requires ON24 Connect to generate API credentials for the App to request data from ON24. 

Salesforce Admin Tasks

1. Install App as a Salesforce admin
2. Assign permissions to appropriate profiles for:
   a. Configuration of the App Settings for adding ON24 API credentials
   b. View installed reports
   c. View installed dashboard
   d. View new custom fields in the Contact and Lead objects
3. Adjust page layouts to see ON24 specific fields for Contacts and Leads

Installation

Obtain and Load the Installation URL 

1. Log in to Salesforce as the appropriate Admin that will own the new App.
2. Once you are logged in, click on the installation URL.
   • Current version 1.54
     • https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDn000000GVa5
   • password: connectionON24

Choose the Installation Options 

Select Install for Admins Only then click the Install button.

NOTE: For the question What if existing component names conflict with ones in this package?, select the option Do not install.  Uninstall any previous versions, then continue with the installation. 

When you are prompted to approve third-party access, select the option Yes, grant access to these third-party websites then click the Continue button.

You should see the following screen: 
 

You may get the following message. Click Done and wait until the package is installed.  When the package is ready you will receive a notification via email.

NOTE: Emails may take up to 30 minutes.

To view the installed package, go to the apps section and search for ON24 Connector. 

Permissions & Page Layouts

App Permissions 

Assign the appropriate app permissions for users. Go to Permission Sets to configure the ON24 permissions. 

• ON24 Connector Admin - Assign to user(s) who will be configuring the app settings, adding ON24 API credentials, and viewing logs.
• ON24 Connector User - Assign users for viewing the embedded PEP app component and the ON24 fields in the Contact and Lead objects. 

Updating Contact and Lead Page Layouts 

Viewing the embedded Prospect Engagement Profile page in Contact and Lead records requires updating page layouts for Salesforce users. There is a ON24PEP iFrame Lightning component that can be added to the Details tab, or you can create a new tab called ON24 PEP and add the Lighting component. 

Three new custom fields are also included with the app and can be added to the Contact and Lead records. 

• ON24 Last Updated (ON24CN__LastUpdated__c) 
• ON24 Engagement Level (ON24CN__EngagementLevel__c) 
• ON24 Business Interests (ON24CN__BusinessInterests__c) 

Along with the ON24 Prospect Engagement Profile URL, these fields are populated whenever there is new registration or attendance activity in ON24 for a Contact or a Lead. 

ON24 Connector Settings

Provision API Credentials 

The connector requires API credentials associated with an ON24 user from your workspace. Please see https://apidoc.on24.com/obtain-api-access-tokens for instructions on how to generate API tokens.
 

Configuring Connector 

To enable the service, configure the following: 

• Add API credentials:
• Access Token
• Secret Token
• Client Id 

Select the location for your ON24 Workspace Data Center.  Choose if you want the service to create new Lead.

Choose if you want to receive notifications after each run of the service.

Start Recurring Job.  Select the frequency that you want the integration to run and click Start Recurring Job to enable the service.

Fields, Reports, & Dashboards

Along with new custom fields in the Contact and Lead objects, a set of reports and dashboards will be installed in your Salesforce instance. The reports are standard report types using standard fields, and the dashboards use standard Salesforce Lightning dashboards and components. 

The reports are intended as a starting point for viewing ON24 influence for Opportunities. The reports and dashboards can be edited after the initial installation to accommodate the specific fields, filters, and custom fields that you are using for Opportunities, Accounts, Contacts, Campaigns and Campaign Members. 

New Custom Fields 

• Contact > ON24 Last Updated  
• Contact > ON24 Engagement Level 
• Contact > ON24 Business Interests 
• Contact > ON24 Prospect Engagement Profile 
• Lead > ON24 Last Updated  
• Lead > ON24 Engagement Level 
• Lead > ON24 Business Interests 
• Lead > ON24 Prospect Engagement Profile 

Reports and Dashboards 

• Report > ON24 Opportunities with Contact Roles 
• Report > ON24 Campaign Influenced Opportunities  
• Report > ON24 Campaign Influenced Opportunities 2 
• Report > ON24 Campaign Influenced Opportunities 3 
• Report > ON24 Campaign Influenced Opportunities 4 
• Dashboard > ON24 Influenced Pipeline 
• Dashboard > ON24 Influenced Pipeline (by Campaign)