Salesforce is one of the most popular tools available today, and integrating it with HyperComply unlocks new avenues of productivity for your team. This two-way integration facilitates seamless data exchange between Salesforce and HyperComply.
Process Overview
This article outlines the steps required to set up the Salesforce Integration, configure HyperComply components and permissions within Salesforce, and assign user-specific permissions.
After Completing the Integration
- Salesforce users can upload security questionnaires directly from the Account or Opportunity page.
- Salesforce admins can customize the placement of the upload widget through the page editor.
- HyperComply supports both file-based and web-based assessments in Salesforce.
- For questionnaires uploaded from Salesforce, HyperComply updates the Salesforce questionnaire record with:
- Progress: Indicates the percentage of questions approved in HyperComply.
- Complete: Indicates whether the questionnaire has been completed.
⚠️ Note: These fields are updated every 15 minutes in a batch to optimize API usage.
Prerequisites
- Admin access to both Salesforce and HyperComply.
- Configured Account and/or Opportunity pages in the Lightning App Builder.
- Latest Salesforce package installed to utilize all features.
What Salesforce Fields Does HyperComply Access?
HyperComply accesses the following fields from your Salesforce environment to support the integration and enable features such as NDA detection, revenue mapping, and account matching:
|
Object |
Field Name |
Purpose |
Custom Mapping Support |
|---|---|---|---|
|
Account |
Name |
– |
No |
|
Account |
OwnerId |
– |
No |
|
Account |
Website |
Match a user to a Salesforce Account |
No |
|
Account |
HC_NDA_Bypass |
Check if an NDA is in place (In HyperComply, you can rename the NDA lookup field) |
Yes |
|
Contact |
|
Check if a user is a known contact in Salesforce |
No |
|
Opportunity |
AccountId |
Lookup account name |
No |
|
Opportunity |
ExpectedRevenue |
Calculate revenue per questionnaire |
No |
Step-by-Step Instructions
-
Log into Salesforce and HyperComply
- Open Salesforce in one browser tab or window.
- Open HyperComply in a different browser tab or window.
-
Navigate to Integrations in HyperComply
- In HyperComply, click Settings in the bottom left corner.
- Click Integrations.
-
Access the Salesforce Package
- Click the link on the HyperComply integration page to access the Salesforce package installation page.
- Click the link on the HyperComply integration page to access the Salesforce package installation page.
-
Install the Salesforce Package
- Acknowledge the installation of a Non-Salesforce Application.
- We recommend selecting Install for Admins Only.
- Click Install.
-
Configure Named Credentials in Salesforce
- In Salesforce, navigate to Setup > Security > Named Credentials.
- Locate and edit the named credential
HyperComply API. - Enter the Username and Password provided by HyperComply.
- Click Save.
Choosing Between Permission Sets or User-Specific Permissions
You can choose to grant access to HyperComply features via permission sets or direct custom permissions.
✅ We recommend using Permission Sets for simpler, scalable permission management.
Using Permission Sets
-
Navigate to Setup > Administration > Users.
-
Select the User (Admin or Non-Admin) you are assigning permissions to.
-
Under Permission Set Assignments, click Edit Assignments.
-
Assign:
-
HyperComply Admin permission set to yourself or other Salesforce admins.
-
HyperComply User permission set to all users who will interact with HyperComply.
-
-
Click Save.
Using User-Specific Permissions
-
Navigate to Profiles > Enabled Custom Permissions.
-
Click Edit and add the specific custom permissions.
-
Click Save.
⚠️ Only one permission method should be used. If a user has both a Permission Set and user-specific permissions, the Permission Set takes precedence.
-
Configure HyperComply Components
- Navigate to the Account and/or Opportunity page to configure HyperComply components.
- Click Edit Page.
- Under Components > Custom, drag each Questionnaire component onto the desired area.
- Click Save.
-
Verify Integration
- Confirm that users can access and use HyperComply components within Account or Opportunity pages.
Additional Information
- You can upload a test file and notify HyperComply Support that it’s for testing purposes. We'll help ensure that the sync is functioning properly.
- Changes to a user’s Salesforce permissions will not impact their role or access within HyperComply.
Disclaimer/Notes
If there are any errors or incorrect information within your Salesforce portal, please contact your Salesforce point of contact, as HyperComply does not have the necessary access to provide support.
Need Help?
If anything is unclear or your Salesforce setup differs from the steps above, reach out to your Customer Success Manager or contact HyperComply Support.