Manage Structurely, entirely through your Salesforce 🎊
Send leads directly from Salesforce to Structurely to engage
See the entire Structurely conversation in Salesforce
Take over from Structurely AI and respond yourself from Salesforce
See details and create Salesforce Reports using Structurely data
Full Structurely + Salesforce integration setup guide
Find the Stucturely App on the Salesforce AppExchange here
(the App is also search-able through the AppExchange)
Click "Get it Now"
Select which Salesforce environment you wish to install the app in (production or sandbox) and the correct connected Salesforce account
❗ NOTE: you must have a trailblazer.me account to browse and install from the AppExchange (this is a requirement of all Apps and it will automatically connect to your Salesforce account)
Click "Confirm and install"
❗ IMPORTANT ❗
Now, decide how you'd like to handle overwriting potentially duplicate named Objects in Salesforce (we recommend the bottom toggle to replace them if they exist)
And decide where you'd like the App installed (we recommend it for All users, however, this will install for all users in your org if you're an admin)
Then click "Install"
The package should now have been installed successfully, click "Done"
After the App installs successfully, you'll see it in Salesforce Setup > Installed Packages
Log in to your Structurely account and go to Settings > Integrations > Click the Salesforce toggle
From the Salesforce integration window, choose the environment you wish to integrate with Structurely
NOTE: this environment will need to be the same as where you installed the App in your Salesforce instance
Click "Allow" in the pop up asking to let Structurely access your Salesforce
Once your Salesforce integration is live, you'll now see options for the Structurely fields that can be mapped to your connected Salesforce contact and/or lead fields
The first name, last name, email, and phone number of the Salesforce lead or contact will automatically be mapped to the name, email, and phone number fields within Structurely.
⬆️ Map the rest of the fields that you'd like from Salesforce - these should consist of the relevant data points that your AI assistant potentially ought to know about the lead's preferences (if already on file) before the initial contact.
All are optional, however Structurely won't engage any leads without a phone and/or email. All collected slot values (qualification data) will be shared to Salesforce from Structurely even if a field is not specifically mapped for that slot/field.
Click out of the Salesforce integration box, or the "X" button
🎊 Congrats, you've now connected and mapped your Structurely and Salesforce accounts!
Let's take a breather 🌬️
Adding the Structurely Component to Salesforce
Back in Salesforce, go to a record of the Object you mapped to create Structurely leads with (e.g. Contacts) and click Setup dropdown > Edit Page
From the Edit Page module, search Structurely then click and drag the Structurely AI Assistant onto the Object page where you wish to view it
You should now see the Structurely Lightning Web Component (LWC) on your page. Click save and exit
🎊 Congrats! You can now manage Structurely from Salesforce. Your configuration is complete
Uninstalling the App and Integration
To un-link the integration, go to Structurely > Settings > Integrations and click the blue toggle next to the Salesforce box
Scroll to the bottom and click "uninstall"
To uninstall the App from Salesforce, go to Setup > Installed Packages > Click uninstall next to the Structurely package
Scroll through the uninstall details page to the bottom and select how you want to retain your data, agree to the conditions and click uninstall
You may be prompted to uninstall the Lightning Web Component from the Object page where you installed it, you must do that in order to successfully uninstall the package
e.g. here we have the LWC still installed on the Contact page, which must be removed first
You'll now see the Structurely package move to the uninstalled section
You've successfully uninstalled the Structurely Package
As always, reach out to firstname.lastname@example.org if you need assistance with the Salesforce and Structurely setup configuration.