Salesforce App

SmallWorld's Salesforce integration mainly pulls relationship data from your SmallWorld account and displays it within your existing Salesforce instance. Requesters can see relationships for a given record, then initiate relationship strength and introduction requests or post to the Bulletin Board, all from within Salesforce. In addition, Requesters can view their Relationship Leads queue directly within Salesforce, so it's easy for them to see a combined view of the latest strong+ ratings at their Target Companies.

The app also contains an optional Target Company sync, where SmallWorld can pull Account data from Salesforce to auto-create Target Companies in SmallWorld. For instructions on that process, click over to this dedicated article.

Lead & Contact Pages

When viewing a Lead or Contact Page, SmallWorld will display any of your Connectors who have a relationship with the Lead or Contact.

Opportunity Page

When viewing an Opportunity Page, SmallWorld will display any of your Connectors who have relationships with the Account tied to the Opportunity.

Account Page

When viewing an Account Page, SmallWorld will display any of your Connectors who have relationships with the Account.

Relationship Leads Queue

On a dedicated Lightning App Page, SmallWorld will show all unaddressed Relationship Leads across each user's Target Accounts.

1. Send a list of users with their Salesforce IDs and email addresses to [email protected] for every Requester you want to have access. You can locate the ID of each user by bringing up their profile in Salesforce and looking at what immediately follows "/User/" in the URL. SmallWorld will confirm receipt of the file and respond back with an account level Authentication Key.

2. Visit the Salesforce AppExchange to begin the app installation process:

https://appexchange.salesforce.com/appxListingDetail?listingId=b6c85eff-9369-4210-9926-37aadfd4c40f

3. After authenticating with Salesforce, choose the environment in which you would like to install the app:

4. Accept the terms and conditions, then choose "Confirm and Install":

5. Enter the installation key "sw1234", choose "Install for All Users" and then "Install":

6. The app will begin installing. After it completes installation click “Done":

7. Next go to Setup (via the Gear in the top right corner of Salesforce) and search "Named Credentials". Click "Edit" on the Named Credential with the URL of https://app.smallworld.ai:

8. Change the Password to the Authentication Key provided to you by SmallWorld Support and click "Save". You do not need to edit the Username.

9. Your account is now authenticated but individual permissons need to be set for authorized users. From the Setup menu search for and click "Permission Sets":

10. Click into the Permission Set named “SmallWorld Admin” and then click the "Manage Assignments" button. Click "Add Assignments", select all of the users that are Admins in SmallWorld, then press the "Next" button in the lower right corner. Finally, leave the Expiration Option set to "No expiration date" and then click the "Assign" button in the lower right corner.

Repeat the process with the Permission Set named "SmallWorld User" and add each user that is a Requester in SmallWorld.

11. Next, navigate to any page where you’d like to add the SmallWorld component and click the Settings icon in the upper right hand corner. The most common pages to include the component are Lead, Contact, Opportunity and Account Pages.

12. After clicking “Edit Page” you will be taken to the Lightning App Builder. You can either add this to an existing part of the page or create a dedicated SmallWorld tab. To create a brand new tab, click into the page, then "Add Tab". Select "Custom" under "Tab Label", set a "Custom Label" of SmallWorld and click "Done".

13. Now search for the SmallWorld component in the left sidebar. Click and drag it to into your newly created tab (or an existing part of your layout):

14. Under Set Component Visibility, click "+ Add Filter", then "Advanced":

15. After clicking "Select" under Field, Choose "Permissions", "Custom Permission", then "SmallWorld.SmallWorld_User" to restrict visibility to the previously authorized users. Click "Done":

16. Click "Save" in the upper right and repeat steps 11-15 for any other pages where you want Requesters to see the SmallWorld data.

17. With SmallWorld provisioned on standard record pages, it's time to add a custom app page for Relationship Leads. From the top of the Lightning App Builder, choose "Pages" then "+ New Page":

18. Choose "App Page", then "Next":

19. Name the page, choose "One Region", then "Done":

20. On the left, search for and drag the "SmallWorld App Page" Component onto the page, then set the component visibility the same way as you did in steps 14 & 15. When complete, click "Activation" in the upper right:

21. Make sure "Activate for all users" is selected, then click over to "Lightning Experience":

22. Click "Add page to app", select where it should appear and click "Save":

23. Save the SmallWorld page to complete configuration!

Note: It is recommended to confirm the version of the app installed with SmallWorld. The AppExchange is updated at regular intervals but may not always have the most current version. If the installed version is outdated, SmallWorld can easily push an update to your Salesforce instance.

For questions and additional support please email [email protected]