Salesforce Integration - Setup Documentation

Features

The HyperComply - Salesforce integration allows two way communication between Salesforce and HyperComply:

• Salesforce users are able to upload security questionnaires directly from the Account or Opportunity page
  • Salesforce admins can customize where the upload widget appears in their instance through the page editor.
• For any questionnaire that is uploaded from Salesforce, HyperComply will update the Salesforce questionnaire record with:
  • A ‘Progress’ field indicating the percentage of questions in the questionnaire that have been approved in HyperComply.
  • A ‘Complete’ field indicating whether the questionnaire has been completed.

Note: these fields are currently updated once every 15 minutes in a batch to avoid using up your Salesforce API request quota.

Installation

Due to the two-way nature of the integration (both sending data from Salesforce to HyperComply and HyperComply back to Salesforce), there are multiple steps to get the Salesforce integration fully installed. Please note that there are detailed instructions on each of the HyperComply and Salesforce App pages to guide you through this process. The high level steps to install are:

• 1. As a HyperComply user with the Admin role, navigate to the integration settings page: https://app.hypercomply.com/settings/integrations . There you’ll find a link to kick off the Salesforce integration installation as well as the ability to generate the credentials that will be needed for Salesforce to communicate with HyperComply.
  2. The link on the HyperComply integration page will take you to the Salesforce package installation page. 
     1. You will need a password to install the package - this can be found on the HyperComply integration page.
     2. A Salesforce admin will need to install the package.
  3. After the Salesforce installation is complete, use the Salesforce ‘App Launcher’ to search for and open the ‘HyperComply’ Salesforce app. If not already active, click the ‘Getting Started’ tab.
  4. Follow the steps on the ‘Getting Started’ page to complete the Salesforce package installation.

Note: there are instructions in step 2 of that page to create a ‘Named Credential’ to communicate with HyperComply. This is where you will use the credentials created on the HyperComply integrations page. You will need to perform this step before the ‘Verify API Key’ step will succeed.

Once the final step is complete (adding the Questionnaire Upload screen to the Account or Opportunity page), your integration is live. Please feel free to upload a test file and let support@hypercomply.com know that the file is for testing purposes so we can help you get this file imported to ensure upload and progress updates are working correctly.