5 Easy Steps to Set Up Nsite Quote and Proposal Management

Easy Steps to Set Up Nsite Quote and Proposal Management

with Salesforce.com

5

Five Easy Steps to Set Up Nsite Quote and Proposal Management with Salesforce.com

Business Objects, 3030 Orchard Parkway, San Jose, CA 95134 2

Table of Contents

Downloading Nsite Quote from Appexchange and Getting an Nsite Account ________ 3

Creating and Updating the Custom Links in Salesforce ________________________ 4

Loading Products and Pricing ___________________________________________ 9

Exporting Enterprise Object Records ______________________________________ 9

Importing Enterprise Object Records ______________________________________ 9

Customizing and Uploading the Proposal Template __________________________ 10

Editing the Proposal Template __________________________________________ 10

Header Data ______________________________________________________ 10

Tables/Columns ____________________________________________________ 10

Formatting ________________________________________________________ 10

Uploading the template _______________________________________________ 11

Adding Users and Privileges including Web Services Authentication _____________ 12

Adding New Users __________________________________________________ 12

Overview of Roles __________________________________________________ 13

Creating a Role ____________________________________________________ 13

Using Web Authentication _____________________________________________ 14

Troubleshooting_____________________________________________________ 15

Appendix – Preparing your Internet browser to work with Nsite _________________ 16

Notes _____________________________________________________________ 17



Downloading Nsite Quote from AppExchange and Getting an Nsite Account

The AppExchange lists both free and fee-based apps developed by Salesforce.com and third-party contributors such as Nsite.

The easiest way to enable Nsite Quote and Proposal Management for Salesforce is to download it into your Salesforce account using AppExchange.

1. Go to www.appexchange.com.

2. In the Sales category, click Quotes and Orders.

3. Find the Quote and Proposal Management by Nsite

advertisement and click Details.

4. Click on and follow the instructions.

5. Sign up for an Nsite account. Make sure that you use the same user name (=email address) that you have with your Salesforce account when you sign up. Go to

http://www.nsite.com/getstarted.html and select either Nsite Starter Edition or Nsite Professional Edition.

Once your Nsite account is set up, you’ll need to update the custom links in Salesforce.

1.



Creating and Updating the Custom Links in Salesforce

While the integration between Salesforce and Nsite contains many automatic processes,

custom links must be set up manually before the two applications can talk to each other. In the case of Quote & Proposal Management, you must set up the following links:

• Quotes link

• Terms link

• Product Catalog link

• Quote Reports link

• Quote Dashboard link

• Opportunity: Create Quote and Manage Quotes Integration between Nsite and Salesforce are accomplished by embedding variables to the custom links. The most important variables you need to create this link are:

• appID = The identification number of the application per your Application drop-down list

• tId = The identification number of the correct tab within the Application

• pid = The enterprise object definition ID

• ppid = The enterprise object definition version ID

• companyid = The identifying name of your company

In order to find the various IDs for the Salesforce custom link, follow these steps:

1. Log in to Nsite.

2. Click on the Admin link at the top of any Nsite screen.

3. Select Manage Applications & Lookups.

4. Click on the Enterprise Objects menu button and select Inbound Enterprise Object Link Builder.

5. In the Apps field, select Salesforce Quote and Proposal…

6. In the Enterprise Objects field, select Quotes (SFDC)

7. In the Link Type field, choose New.

(continued on next page)

2.

These links are included in your system. They only

require updates to the company IDs.

You can create these links yourself.



8. Take note of the companyid, appid, tid, pid and ppid in the status bar.

9. Log in to Salesforce as an Administrator.

10. Select the Setup link in the upper right corner.

11. In the navigation panel on the right side of the screen, select App Setup | Customize | Opportunities | Buttons and Links



12. Click the New button to create a new link

13. If you are editing an existing link, click Edit

14. Provide the following information: a) Label b) Name c) Description (optional) d) Display Type [Detail Page Link]

15. Behavior [Display in existing window without sidebar]

16. Content Source [URL]



17. Copy and paste the following link into the Link URL text box. Change v6demo1 to your Company ID, and replace the ID variables with the numbers you noted in Step 8. Update the link by replacing the five IDs from Nsite.

https://process2.nsite.com/Partners.jsp?id=v6demo1&un={!User_Username}&ea={!User_Emai

l}&v=Y&appId=814&pid=1013&ppid=22169&tId=3478&pt=D&sl=Y&h=N&op=opportunity_id={!Opportuni

ty_ID}&quote_description={!Opportunity_Name}&salesperson={!OpportunityOwner_FullName

}&salesperson_phone={!OpportunityOwner_Phone}&salesperson_email={!OpportunityOwner_E

mail}&company={!Opportunity_Account}&address={!Account_BillingStreet}&city={!Account

_BillingCity}&state={!Account_BillingState}&postal_code={!Account_BillingPostalCode}

&country={!Account_BillingCountry}&contact_name={!Contact_FullName}&contact_email={!

Contact_Email}&contact_phone={!Contact_Phone}&contact_fax={!Contact_Fax}&account_id=

{!Opportunity_Account_ID}&contact_id={!Contact_ID}

18. Click the Save button.



19. Navigate to Setup | App Setup | Customize | Opportunities | Page Layouts, and add the new link to your Opportunity screen layout.

20. Repeat the previous step to create or update links to View Quotes. The link to view quotes is:

https://process2.nsite.com/Partners.jsp?id=v6demo1&un={!User_Username

}&ea={!User_Email}&v=Y&appId=352&pid=1045&ppid=20276&tId=1516&pt=S&sl

=Y&h=N&op=opportunity_id={!Opportunity_ID}

To customize tabs and link the tabs to the Nsite account, follow these steps:

1. In your Salesforce account, click Setup.

2. Select App Setup | Build | Custom Tabs.

3. Select the appropriate tab and alter the URL as described using your Nsite account number and PID and PPID as shown below. Select URL for tab, with a frame height of 1000, then add URL.

Quotes tab

https://process2.nsite.com/Partners.jsp?id=v6demo1&un={!User_Username}&ea={!User_Email}&v=Y&appId=814&pid=1013&ppid=22169&tId=3478&pt=S&sl=Y&h=N

Product Catalog tab


Terms tab


Reports tab

https://process2.nsite.com/Partners.jsp?id=v6demo1&un={!User_Username}&ea={!User_Email}&v=Y&p=R&sl=Y&h=N



Loading Products and Pricing

Exporting Enterprise Object Records

If you would like to review enterprise object records in an external file format, such as a Microsoft Excel spreadsheet or a CSV (comma separated value) text file, you can click the Export button in any record listing table in an Enterprise Object. Your new Nsite account comes with Sample Data (shown below) that you can keep for testing purposes, or delete after export to use the spreadsheet structure for importing records.

When you click Export, Nsite generates an Excel document and allows you to save it on your hard drive. You can delete the pre-populated data and add your own records prior to importing them.

Importing Enterprise Object Records

While any user can manually add enterprise object records to the system one at a time, only administrators can import records for an enterprise object. You can import up to 1000 records at a time using an Excel spreadsheet.

To import records:

1. Click the Admin link at the top of any Nsite page.

2. Click the Import Enterprise Object link from the Application Management section of the Administration screen.

3. In the Import Enterprise Object screen, select the enterprise object you want to import from the drop-down list.

4. In the Select file to upload field, click Browse.

5. Select the exported enterprise object spreadsheet you want to upload. Then click Open.

6. Click Import.

3.



Customizing and Uploading the Proposal Template

You can customize a file which is used as a template for the generated proposal (either an MS

Word file or .PDF file). You can download the proposal template from http://www.nsite.com/doc/template.rtf

Editing the Proposal Template � Formatting is supplied by Microsoft Word features. For more assistance see your MS Word help.

� To add data from Nsite need to use the special <wr:out/> tag

Header Data

To use<wr:out select=”field_name”> field_name is exactly as the header field is named in application designer (Control Properties|Name text box).

Tables/Columns

To access data from an Nsite column, the wr:forEach tag selects the table. The tags for the column data must be between the wr:forEach select tag and the end wr:forEach tag </wr:forEach>). Each column name then can be accessed using the wr:out tag as with header fields.

In the example the table is TableName, the first column data is accessed, the second, third, fourth, then the end tag.

Column 1 Label Column 2 Label Column 3 Label Column 4 Label <wr:forEach

select=”TableName”>

<wr:out

select=”columnName1”

/>

<wr:out


/>

<wr:out


/>

<wr:out


/>

</wr:forEach>

Formatting

To format you need to use special date formatting bean and normally a format parameter. � date formatting:

<wr:out select= “” bean=”DateFormatter” format=”MM/dd/yy hh:mm:ss”/>

� short date formatting <wr:out select= “field_name” bean=”ShortDateFormatter” /> No format parameter is needed

� decimal formatting <wr:out select= “field_name” bean=”DecimalFormatter” format=”$###,###.00”/>

4.



Uploading the template

1. Click the Admin link from the top of any Nsite screen.

2. From the Application Management section, click Manage Applications & Lookups.

3. Click Enterprise Objects from the menu bar.

4. In the Select Action menu next to the SFDCQuote enterprise object, select Manage Proposal Template.

5. In the Proposal Templates screen, select Upload Templates in the Select Action menu on the title bar.

6. In the Upload Files window, browse and select your template file. Note: the file must be an RTF format.

7. Click Submit.



Adding Users and Privileges including Web Services Authentication

Adding New Users

The Add New User screen displays the number and type of users in the system. Users are either Initiators or Email users.

To add new users, follow these steps:

1. Click the Admin link at the top of any Nsite page.

2. Click Add New User from the User Management section of the Administration screen.

3. From the Add New User screen, select New User from the User Information title bar. Alternatively, you can import a list of users by clicking the Import New Users List button.

4. Set the User Type to Initiator or Email User.

5. In the required First Name text box, enter the user's first name.

6. In the optional MI text box, enter the user's middle initial.

7. In the required Last Name text box, enter the user's last name.

8. In the required Email text box, enter the user's e-mail address.

9. In the required User Id text box, enter the user's ID. This ID may be the e-mail address.

10. From the Department list, select the department. To add a department, click Create New Department.

11. To send an e-mail welcoming the new user, select the Send Welcome Email check box.

12. Click the Submit button.

5.



Overview of Roles

Access privileges are packaged through a mechanism known as roles. The role defines which applications will be displayed in your Applications menu, which tabs that represent web pages will be displayed in that applications tab structure, and which tabs which are linked to enterprise objects.

Creating a Role

Enterprise objects require you to define Create, View, Edit, and Delete access. Click the Admin link at the top of any Nsite screen.

1. From the Role & Group Management section of the Admin screen, click the Create Role link.

2. Enter a name for the role in the Name text box.

3. Enter a description for the role in the Description text box.

4. Set access privileges to enterprise objects.



5. Set access privileges to URL Tabs.

6. Set access privileges to the application.

7. Click the Submit button.

Using Web Authentication

Make sure that the login to Salesforce and Nsite use the same name (typically your email). All credentials have to match between Nsite and Salesforce in order for the user to see the screens and tabs associated for its role.

The first time a user launches the Quote and Proposal Application, they need to authenticate the Web services by logging on with their Salesforce login credentials. A pop-up window will display at the intial Quote and Proposal launch.

SOAP (Simple Object Access Protocol) Compression enhances the performance of the authentication tool. You may want to disable compression if you need to debug the underlying SOAP messages. To disable compression, clear the Enable Soap Compression checkbox.

Warning: If the user changes its Salesforce credentials (such as a password), the password must also be changed in the Nsite credentials. Then the user will need to authenticate again.



Troubleshooting

What browsers can I use? • Nsite currently only supports the Microsoft Internet Explorer 6.0+ browser platform

I can not log on to Nsite.

• Make sure you are using an Nsite approved browser (Microsoft Internet Explorer 6.0+)

• Make sure you have an account with Nsite.

• If you have an account, update custom link with all the ID variables (see step 2)

• Make sure that your Nsite account email address matches your Salesforce User ID.

I can not export or import records.

• Check columns, names, and field types for accuracy.

I do not seem to get the necessary pop-ups that appear on Nsite

• Please see the Appendix to configure your browser to use Nsite services.



Appendix – Preparing your Internet Browser to Work with Nsite

The following is a list of steps to get your IE Internet Browser setup to interface with Nsite services.

Setup 1: Pop-up blocker needs to allow Nsite to launch new windows when creating quotes.

Tools Menu >> Pop-Up Blocker: if it is turned on you will need to click on “Pop-up Blocker Settings”, click on Add button and enter https://process2.nsite.com. If you do not use Pop-up Blocker, then skip this step. Please check all other 3rd party Tools such as AOL, Yahoo, EarthLink, and so on, as they often also have built-in pop-up blocks that default to On after they are setup.

Setup 2: Security and Privacy

1. On the Tools menu of your browser, select Internet Options, and then click the Security tab. Click on the “Trusted sites” icon, then the “Sites” button. Under the “Add this Web site to the zone”, enter https://process2.nsite.com, click OK. Also add Salesforce’s site https://na1.salesforce.com if High level security is activated on browser.

2. Click on Privacy tab, then click on “Sites” button. In “Address of Web site” enter “nsite.com” and click on the Allow button, then click on OK twice to close the Internet Options menu.

Setup 3: Nsite Login and Credentials setup.

1. Go to https://process2.nsite.com, the main login page and save this as a “Favorite” web page

2. With your login credentials, enter company ID “companyName”, your user name and password. Then select the checkbox Save Login Credentials on this computer. This is a required step for Salesforce integration to work correctly. The first time you will need to change your password.

3. Manage My Profile – menu at top of Nsite main page, click on the Manage My Profile link. Make sure your email address and User ID match the exact same values as your Salesforce account. Both emails and User IDs need to be the same to support the Salesforce integration.

4. Log out of Nsite and go to Salesforce login to test.

5. On the AppExchange list, select Nsite Quote (or equivalent name). Look for at list of tabs and select Nsite Quote. Click on an existing quote on list to view details. If no quote listed, select New. Once viewing the details of a quote, look down to the first table label (Products or equivalent). Next, click on Product Click here to add link. A pop-up window will appear and ask for your Salesforce login credentials. Enter your Salesforce User ID and Password. Select the Enable SOAP Compression checkbox and then click Submit. Now your Salesforce credentials have been stored on the Nsite system and you may retrieve data from Salesforce without re-entering your logic credentials each time.

Troubleshooting:

• You will need to save your credentials on every computer you use to enable single sign-on login. If you try to integrate, you will be prompt to enter your Nsite credentials before proceeding. Once you enter your credentials, you will need to return to the Salesforce Opportunity tab and select the Initiate Quote Approval link again.

• Click on link and receive a User Not Found message in browser: this is use to the fact that the Salesforce and Nsite Email and User ID do not match. Go to Nsite’s Manage My Profile page and change the ID.

• When trying to add products to a quote, keeping getting the Web Service add credentials pop-up asking for Salesforce User ID and password, and repeats even after entering my credentials: the issue is with Salesforce and their service is current unavailable.

• Click on Initiate Quote Approval and alert pop-ups saying Invalid Login Credentials: issue need to re-enter your Salesforce login credentials within the quote application. Click on Products – Click here to add link and re-enter your credentials.



Notes

Documents

5 Easy Steps to Set Up Nsite Quote and Proposal Management