The purpose of this page is to document configuration of our SFDC org. This will serve as the "go-to" place to check in regards to questions on our general configuration.
For roles that should automatically receive Salesforce access your account and permissions will be automatically created by Okta. For anyone else who needs Salesforce access for their job responsibilities, please open an Access Request.
Below is a list of all of our installed packages in SFDC:
| Package Name | Publisher | Owner | Department | Last Reviewed Date |
|---|---|---|---|---|
| Marketo Sales Insight | Marketo, Inc. | @darawarde | Marketing | 5/28/2020 |
| Field Trip | RingLead | @jbrennan1 | Sales Systems | 8/10/2020 |
| Bizible Marketing Attribution | Bizible | @davidbrown1 | Marketing | 5/28/2020 |
| ActivityHub | VersatileCapitalist, Inc | @jbrennan1 | Sales Ops | 5/28/2020 |
| Salesforce Communities Management | Community Analytics | @jbrennan1 | Sales Systems | 5/28/2020 |
| Edit Quotas | Salesforce.com | @james_harrison | Sales Ops | 5/28/2020 |
| Rollup Helper | Passage Technology | @jbrennan1 | Sales Systems | 5/28/2020 |
| Rollup Helper - Real-Time | Passage Technology | @jbrennan1 | Sales Systems | 5/28/2020 |
| Salesforce Connected Apps | Salesforce.com | @jbrennan1 | Sales Systems | 5/28/2020 |
| Opportunity Push Counter | salesforce.com | @james_harrison | Sales Ops | 5/28/2020 |
| Mass Lead Converter | Force.com Labs - Mass Lead Converter | @darawarde | Marketing | 5/28/2020 |
| Impartner PRM (extension) | Impartner Extensions | @cfarris | Channel Ops | 5/28/2020 |
| ZoomInfo | ZoomInfo | @james_harrison | Sales Ops | 8/10/2020 |
| Inline Account Hierarchy | FDLC - Inline Account Hierarchy Package | @james_harrison | Sales Ops | 5/28/2020 |
| Impartner PRM | Impartner PRM | @cfarris | Channel Ops | 5/28/2020 |
| SalesforceA Connected Apps | SalesforceA Connected Apps | @jbrennan1 | Sales Systems | 5/28/2020 |
| ReferenceEdge | Point of Reference | @kimlock | Marketing | 8/20/2020 |
| Demandbase For Salesforce | Demandbase | @emilyluehrs | Marketing | 5/28/2020 |
| PathFactory for Sales | PathFactory | @nlarue | Marketing | 5/28/2020 |
| Lead Convert Chatter | Force.com Labs | @darawarde | Sales Systems | 5/28/2020 |
| SN for SFDC | LinkedIn Sales Navigator | @darawarde | Marketing | 5/28/2020 |
| Conga Contracts | Conga Contracts | @rnalen | Legal | 5/28/2020 |
| Bizible Marketing Attribution (Multi-Touch Dashboards) | Bizible | @darawarde | Marketing | 5/28/2020 |
| Xactly Express | Xactly Corp | @james_harrison | Sales Ops | 5/28/2020 |
| Chorus CTI | AffectLayer Inc | @james_harrison | Sales Ops | 5/28/2020 |
| DataFox Orchestrate | DataFox | @james_harrison | Sales Ops | 5/28/2020 |
| Visual Compliance RPS Screening | VisualCompliance | @rachelpack | Legal | 5/28/2020 |
| LeanData | LeanData | @bethpeterson | Marketing | 5/28/2020 |
| Xactly Express Dashboards and Reports | Xactly Corporation | @james_harrison | Sales Ops | 5/28/2020 |
| Salesforce.com CRM Dashboards | Salesforce.com | @jbrennan1 | Sales Systems | 5/28/2020 |
| Salesforce and Chatter Apps | Salesforce.com | @jbrennan1 | Sales Systems | 5/28/2020 |
| Mass Update And Edit | SFDC | @james_harrison | Sales Ops | 5/28/2020 |
| Zuora for Salesforce 360 | Zuora, Inc. | @andrew_murray | Finance | 5/28/2020 |
| Zuora Quotes | Zuora | @andrew_murray | Finance | 5/28/2020 |
| Gainsight CSM | Gainsight, Inc. | @jdbeaumont | Customer Success | 5/28/2020 |
| DocuSign Apps Launcher | DocuSign | @james_harrison | Sales Ops | 6/03/2021 |
| Conga Composer | AppExtremes | @rnalen | Legal | 5/28/2020 |
| Standard Tab Overrides | Software Anywhere | @jbrennan1 | Sales Systems | 5/28/2020 |
Learn more about Salesforce Certificates and Keys here
The Salesforce knowledge base has a resource that addressed what to do and how to handle Expiring certificates. Currently in Salesforce our certificate is located in two places and needs to be updated in both. In order to update please follow the below steps and update in the following locations.
Certificate and Key Management in setup. From there create a self-signed certificate and ensure that the options match the certificat you are replaceing. Please note that the information in the Certificate field will be slightly differnt between the old an new certificate. Then update the certificate in the following locations
Request Signing Certificate picklist. (Do not upload the Salesforce Created Certificate into the file Identity Provider Certificate)Label picklist| Critical Permission | Systems Administrator | Sales Operations | All Other Profiles | Permission Set Assigned to Individuals |
|---|---|---|---|---|
| Deploy Change Sets | Yes | No | No | No |
| Customize Application | Yes | No | No | No |
| Manage Users | Yes | Yes | No | Yes - Sales Comp Team |
Our Salesforce Backup solution is Ownbackup. There compliance information is located here.